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Conversation

Patrick OShaughnessy

My conversation with

@AswathDamodaran

We cover almost every major topic in markets including - why it’s unexpected inflation we should fear - valuing FANGAM stocks over time - alpha / edge - why ESG is bullsh*t Aswath is a breath of fresh air Enjoy! joincolossus.com/episodes/75305

11:46 AM · May 31, 2022

@thoreau_devotee

Replying to

and

@AswathDamodaran

Is there a transcript that your dream team could conjure up for us please? thanks

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Patrick OShaughnessy

Replying to

@thoreau_devotee

and

@AswathDamodaran

Click the link

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2

Show replies

Sriram Krishnan - sriramk.eth

Replying to

and

@AswathDamodaran

The section on ESG was amazing

11

Replying to

and

@AswathDamodaran

The best in the business!!! Aswath!!

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@Chandan31667092

Replying to

and

@AswathDamodaran

💯

Replying to

and

@AswathDamodaran

was goooood....

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@alphaarchitect

Replying to

and

@AswathDamodaran

Great pod

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10

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Brian Feroldi (

Replying to

and

@AswathDamodaran

Great episode! My favorite of the year so far!

@AswathDamodaran

is such a wonderful teacher

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31

François Lucas

Replying to

and

@AswathDamodaran

"it's amazing how you discovered markets misunderstandings when your stock price is dropping, but you never talked about this new stock price was going up, quadrupling in a year" Really good, thanks!

2

Replying to

and

@AswathDamodaran

That was a terrific episode

. The framing of unexpected inflation from

@AswathDamodaran

was incredibly helpful and added a lot of nuance to my thinking.

2