Why dogma in investing can be dangerous
The evolving landscape of active vs passive investing
Challenges facing factor investing
The critical role of storytelling in valuation
How AI and 'personal bots' might reshape investing careers
Focusing on wealth preservation and growth over get-rich-quick schemes
We offer our own perspectives on Damodaran's thought-provoking ideas and discuss how they apply to today's investing environment. Whether you're a professional or individual investor, our discussion provides valuable food for thought on the future of valuation, investing strategies, and financial markets.
0:00 - Introduction
4:37 - The dangers of dogma in investing approaches
13:58 - The future of active vs passive investing
25:22 - The pros and cons of factor investing
38:49 - The importance of storytelling in valuation
47:11 - How AI and 'personal bots' might impact investing careers
57:17 - Focusing on preserving and growing wealth rather than getting rich quick
1:02:21 - Closing thoughts
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