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Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? #619
My guest today is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran explains why he trimmed two Magnificent Seven stocks. He digs into...
About This Episode
Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? #619 is an episode from The Meb Faber Show by The Idea Farm. My guest today is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation....
Podcast
This episode belongs to The Meb Faber Show.
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Episode Details
Published Feb 27, 2026, 62:21 long, audio available.






