The "Dean of Valuation" reveals where you will find the best investments across asset classes. At a time of upheaval from Trump to the Fed, we take a rare look at which US stocks still make sense to own, and whether it's time to move more to an international selection.



Certain companies are also refusing to act their age. And the firms on that list are jaw-dropping. Aswath Damodaran is Professor of Finance at New York University Stern School of Business.



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---- 🗒️ Time Stamps

00:00 Introduction, AI Shift in New World

02:27 Fed “Wizard of Oz” and Powerless

05:05 Market Valuations, Better Earnings

09:32 The Problem with Firms like NVIDIA

11:56 How to Factor in Geopolitical Risks

16:25 Options Beyond the U.S. Treasuries

18:31 Damodaran’s View on China Stocks

23:17 New Opportunity Set in UAE, Saudi

27:24 Key Country Risk Growth Dynamics

30:13 Companies Are Getting THIS Wrong

34:02 Cultures in (GE), Microsoft and Intel

40:07 Starbucks Still...Looking for Reboot

42:42 Bitcoin (BTC) is NOT an Investment

45:15 The Biggest Worry for Microstrategy

48:45 Best Advice for All Investors Today

52:25 Regret Over Missing Out (i.e ROMO)

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By hekayaproductions

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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #personalfinance #investing #stockmarkets

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