# Aswath Damodaran: “SpaceX Looks AWFUL As An Investment” Page: https://stenobird.com/podcast/the-john-johnston-lounge-3300872/aswath-damodaran-spacex-looks-awful-as-an-investment Text version: https://stenobird.com/podcast/the-john-johnston-lounge-3300872/aswath-damodaran-spacex-looks-awful-as-an-investment.md Podcast: [The John Johnston Lounge](https://stenobird.com/podcast/the-john-johnston-lounge-3300872) Published: 2026-07-06T11:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/thejohnjohnstonlounge/episodes/Aswath-Damodaran-SpaceX-Looks-AWFUL-As-An-Investment-e3ln1ch Audio file: https://anchor.fm/s/351e66a0/podcast/play/122438481/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-6%2F427425295-44100-2-8aa97947376b4.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-john-johnston-lounge-3300872/episodes/aswath-damodaran-spacex-looks-awful-as-an-investment Duration seconds: 848 ## Resource John Johnston (JJ) breaks down what investor and Professor Aswath Damoderan, the “Dean of Valuation”, thinks of the current stock market valuation of SpaceX, and the current outlook for the emerging AI sector. Related episodes: AI Bubble: Top Central Bank Warns of Global Financial Crisis https://open.spotify.com/episode/3hsDCH8J1PKCN3DoLrqhhX AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett https://open.spotify.com/episode/48X5eRowgV9GCTCnwabg5O AI Bubble: Are Retail Investors Flying Into A Trap? https://open.spotify.com/episode/3SgyqWUt0QLZkO7aumqvBq Referenced videos: The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion | Excess Returns https://open.spotify.com/episode/1xrNJH7f3eCuRIwmmzIija Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-john-johnston-lounge-3300872/episodes/aswath-damodaran-spacex-looks-awful-as-an-investment/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-john-johnston-lounge-3300872/aswath-damodaran-spacex-looks-awful-as-an-investment.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.