Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran

Prof G Markets

Vox Media Podcast Network

Entrepreneurship, Investing, Business

4.6 • 722 Ratings

🗓️ 29 May 2025

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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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1:09.7	the show about what happens when media and tech collide.
1:13.3	And this week I'm talking to Katie Drummond, runs wire.
1:17.0	She's found a way to breathe new life into that publication by covering news.
1:21.7	We started covering Doge, like several stories a day, every single day.
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