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The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran

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Manage episode 476448587 series 3658663
Content provided by Vox Media Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vox Media Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Scott and Ed open the show by discussing the potential tariffs on Mexico and Canada, Palantir’s earnings, and Vanguard’s largest fee cut ever. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to analyze how DeepSeek’s rise reshapes the AI landscape. He shares why he hasn’t valued Palantir yet but still sees it as a potential AI leader and a prototype for the premium AI market. Aswath also weighs in on whether Tesla and Nvidia are overvalued, offers his views on tariffs, and explains why he thinks Intel has been overly punished.

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100 episodes

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Manage episode 476448587 series 3658663
Content provided by Vox Media Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vox Media Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Scott and Ed open the show by discussing the potential tariffs on Mexico and Canada, Palantir’s earnings, and Vanguard’s largest fee cut ever. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to analyze how DeepSeek’s rise reshapes the AI landscape. He shares why he hasn’t valued Palantir yet but still sees it as a potential AI leader and a prototype for the premium AI market. Aswath also weighs in on whether Tesla and Nvidia are overvalued, offers his views on tariffs, and explains why he thinks Intel has been overly punished.

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 @profgpod:

Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

100 episodes

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