Episode

The AI Boom Is Headed For A Reckoning — ft. Aswath Damodaran

Podcast
Prof G Markets
Published
May 15, 2026
Duration seconds
3628
Processing state
not_requested
Canonical source
https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP7109129718.mp3?updated=1778797623
Audio
https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP7109129718.mp3?updated=1778797623
JSON
/v1/public/podcasts/prof-g-markets-6899881/episodes/the-ai-boom-is-headed-for-a-reckoning-ft-aswath-damodaran
Markdown
/podcast/prof-g-markets-6899881/the-ai-boom-is-headed-for-a-reckoning-ft-aswath-damodaran.md

Actions

  • POST https://stenobird.com/v1/public/podcasts/prof-g-markets-6899881/episodes/the-ai-boom-is-headed-for-a-reckoning-ft-aswath-damodaran/transcription-requests
    Idempotently request low-priority transcript generation for this episode.
  • GET https://stenobird.com/podcast/prof-g-markets-6899881/the-ai-boom-is-headed-for-a-reckoning-ft-aswath-damodaran.md
    Read the agent-friendly Markdown representation of this episode resource.

Summary

Aswath Damodaran joined Scott Galloway and Ed Elson for a Prof G+ Substack livestream earlier this week to discuss AI valuations, why markets were so resilient in the first quarter despite macro risks, and the upcoming IPOs from Anthropic, OpenAI, and SpaceX. Subscribe to Prof G+ to join our next livestream here. Aswath Damodaran is the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business. You can read his research on his blog, “Musings on the Markets.” Get your tickets to the Prof G Markets tour Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices