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Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran
Scott and Ed discuss the latest tariff tensions between the U.S. and the European Union, how the market reacted to BYD’s price cuts, and a potential sale of OnlyFans. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to break down what he’s learned about the markets since Liberation Day. He discusses why investors may soon shift their focus back to earnings, offers his take on BYD, and weighs in on when tariffs and rising deficits could start impacting the markets.
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By Vox Media Podcast Network
4.4
832832 ratings
Scott and Ed discuss the latest tariff tensions between the U.S. and the European Union, how the market reacted to BYD’s price cuts, and a potential sale of OnlyFans. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to break down what he’s learned about the markets since Liberation Day. He discusses why investors may soon shift their focus back to earnings, offers his take on BYD, and weighs in on when tariffs and rising deficits could start impacting the markets.
Take a survey to let us know what you think about the show
Subscribe to the Prof G Markets newsletter
Order "The Algebra of Wealth" out now
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgmarkets
Follow Scott on Instagram
Follow Ed on Instagram and X
Learn more about your ad choices. Visit podcastchoices.com/adchoices
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