Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Guy Spier: High activity in podcast land
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By Borsgade
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Over the past few weeks, Guy Spier has given interviews with a variety of podcasts. Below you will find the three most interesting, each with its own focus.
The Compound – Spier they pass by veteran investors Michael Batnick and Josh Brown, where they discuss everything from Warren Buffett to Ferrari and Nvidia.
The Young Investors Podcast – Investing from a Young Investor’s Perspective and Questions from This Premise
Behind The Balance Sheet – Goes a long way and discusses, among other things. Spier’s approach to investing and learning from his lunch with Warren Buffett.
How do you invest with great difficulty? […] So they [Seth Klarman or Warren Buffett] certainly make it look easy in the same way that Eddy Merckx or Lance Armstrong made cycling look easy, but it’s not easy, it’s the same difficulty. The same struggle, it’s the same difficulty, so the first thing is get used to it.
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