Q1 Markets in Review
Aswath Damodaran makes it make sense.
Next Monday, May 11 at 10 a.m. ET, we’re joined on Prof G Markets by the Dean of Valuation himself – my friend and NYU colleague, Professor Aswath Damodaran.
As in past quarters, Aswath will lend his blue-flame thinking to unpacking the shitshow volatility that defined the Q1 markets. Want early (unedited) access? We’re livestreaming the conversation on Substack, only for Prof G+ subscribers.
On tap: Big Tech earnings, the hyperscalers’ capex arms race, the SpaceX IPO, OpenAI vs. Anthropic, and the disconnect between the market’s optimism and the Iran war.
What else will we cover? You decide. We’ll be taking live questions from the subscriber chat.
Prof G+ members get access to the livestream. Register below, and see you Monday.
Will AI Make You Stupid?
This week’s Prof G+ Deep Dive tackles cognitive surrender, and why our growing trust in AI may be outpacing our ability to question it. Want more? Head of Research Mia Silverio exposes the hidden costs of outsourcing our critical thinking here.
We’re back next week with a highly requested Deep Dive topic: the state of the IPO market. Tune in for my take on why the rewritten rules of “going public” are undermining accountability, de-emphasizing scrutiny, and eroding the potential of capital gains for ordinary Americans.
Read Me
Read your news? We’ve launched three newsletters (and counting) this year: Ed Elson’s Simply Put, Alice Han and James Kynge’s China Decode Newsletter, and most recently The Monday Rage, a companion newsletter to the Raging Moderates pod from me and Jessica Tarlov.
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Prof G Markets Tour
We still have a few tickets available for our Prof G Markets tour in L.A., Miami, Chicago, and New York. Grab yours today.
Life is so rich,
Scott