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.
Stanley Druckenmiller: a strategy of Invest and Investigate
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By Borsgade
- - Published
In this interview with our Norwegian friends over at Norges Bank, Stanley Druckenmiller explains how he learned to bet (really) big when the odds are heavily in your favor and how he is using a strategy of invest and investigate. Both inspired by his old colleague George Soros.
He also explains how his investment in AI was sparked by younger analysts who noticed a shift in top engineering graduates moving from crypto to AI. Initially unaware of Nvidia’s potential in AI, Stanley purchased shares when the stock was down, and AI was gaining momentum. The release of ChatGPT further solidified his interest, leading him to explore AI’s broader implications for industries like power and uranium.
While optimistic about AI’s future, Stanley remains cautious about the timing and specific investment opportunities, likening the uncertainty to the early days of the internet when market leaders were not immediately obvious. He remains flexible and open to adapting his strategy as AI continues to develop.
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The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
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