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The Prof G Pod with Scott Galloway

Prof G Markets: First Quarter Review — with Aswath Damodaran

The Prof G Pod with Scott Galloway

Vox Media Podcast Network

Business, Careers, Entrepreneurship

4.45.3K Ratings

🗓️ 6 May 2024

⏱️ 63 minutes

🧾️ Download transcript

Summary

Aswath Damodaran returns to the show to discuss the impact AI had on Big Tech’s Q1 earnings. He breaks down the significance behind Meta and Google’s decisions to start paying a dividend and what it means about their places in the corporate lifecycle. He also shares his thoughts on the death of corporate governance at tech companies. Finally, he explains why May will be a “make or break” month for the mood of the markets – and how you should invest accordingly.  Follow our new Prof G Markets feed: Apple Podcasts Spotify  Subscribe to No Mercy / No Malice Order "The Algebra of Wealth" Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Support for this episode comes from The Current Report. From data privacy to the future of TV, retail media, and beyond,

0:08.0

the world of digital marketing is constantly in flux. So how can you keep up? Well, the current report is there for you.

0:15.0

Each week marketing leaders on the cutting edge give you the latest insight.

0:18.0

So if it's creating a buzz, they'll be talking about it.

0:22.0

Subscribe to the current report wherever you get your podcasts.

0:28.2

Support for PropG comes from Better Help.

0:30.7

Some stress can be a good thing.

0:32.1

Research shows that without it, we tend to feel bored, complacent, and generally checked out. But when the stress mounts and things get less manageable, our performance dips, and we can feel overwhelmed, exhausted, and totally helpless.

0:44.8

I have been here.

0:46.8

I have been paralyzed with anxiety before and that's not good for anybody.

0:51.3

Better help online therapy offers a safe space to work through

0:55.0

unneeded stress and get things off your chest.

0:57.4

Better help is a convenient affordable way to give Talk Therapy a try.

1:00.6

It's entirely online and flexible enough to fit into any schedule. You can

1:04.1

fill out a brief questionnaire to get matched with a licensed therapist ready to

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help you lighten your emotional load. Get it off your chest with better help.

1:12.0

Visit better help. Visit betterHelp.com slash ProveG

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today to get 10% off your first month.

1:16.9

That's Better Help, H-E-L-P.

1:19.1

com slash Prove-G-G-G-N-C-G-G-N-C-G-G-G-N-G-G-G-G-N-G-G-G-G.

1:21.2

This week's number one. We are number one in this week's New York Times bestseller

1:26.7

rank for miscellaneous. Miscellaneous? Seriously, what the fuck? Welcome to Provegy Markets. Today we're discussing first quarter earning

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