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Prof G Markets

Prof G Markets

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

May 15, 2026 · 1h 0m

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About this episode

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…