Today Mike speaks with Professor Aswath Damodaran about his book, Narrative and Numbers: The Value of Stories in Business. Aswath is a professor of finance at the Stern School of Business at New York University and his career-spanning work on valuation, portfolio management and corporate finance cut across numerous books and popular lectures online, and his research has appeared in many prestigious academic journals including the Journal of Financial and Quantitative Analysis and the Journal of Financial Economics.

This conversation couldn’t be more timely given all the hoopla around Gamestop and the like. Stories are driving the prices of those high flying stocks—narratives about what’s happening and why are at the core of all this mess. In fact, that’s always in some sense true with investing, but this is a very stark example.

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