This week on Prof G Markets, Ed Elson and Scott Galloway are joined by Professor Aswath Damodaran, the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business, to unpack his growing concerns about the markets and how investors should position themselves. He also weighs in on our big tech stock pick of 2026 and offers practical advice for young people feeling anxious about their financial future.
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Timestamps:
00:00 - Today’s number
00:19 - Today’s episode
08:21 - Interview with Aswath Damodaran
08:40 - Are we in a bubble?
15:53 - What’s your reaction to this Sam Altman clip?
19:15 - Ad Break
20:35 - What do you make of the idea that within a year, we’ll see either major job disruption or a big tech correction?
25:48 - Amongst the Magnificent 10, which company looks the most irrationally valued?
30:52 - How do you feel about real estate as an investment?
32:18 - Why is this the first time you are considering investing in collectibles?
34:51 - Do you think there’s going to be a large correction in the stock market?
36:25 - What’s your message to investors afraid of getting burned by another bearish prediction?
40:03 - What are collectibles and what fits into that category?
43:42 - Ad Break
45:13 - How do you feel about Amazon being our big tech stock pick of 2026?
48:08 - Does your investment advice for people change depending on their age and what they're looking for?
51:30 - What advice do you have for young investors with steady income building a portfolio?
53:51 - Was there a moment or a specific valuation that changed your views on tech?
55:57 - Does it surprise you that while everyone says we’re in a bubble, we’re still seeing very rich valuations?
58:38 - What would be your advice to people who are feeling anxious right now?
01:01:04 - What can AI not do that you do?
01:05:32 - Credits
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