Damodaran 专题 · 2025

按发布日期从新到旧排列。“播放列表补充”表示官方播放列表可见、频道视频页未列出的条目。

发布日期	视频原标题	时长	学习笔记
2025-12-03	Trillion dollar Market Caps: Fairy Tale Pricing or Great Businesses?	34:55	已提炼
2025-11-06	A Golden Year: Gold's Price Surge in 2025 - Macro Signal or Pricing Noise?	32:54	已提炼
2025-10-06	A "Fairly Highly Valued" (Stock) Market: The Fed Chair Opines but should anyone listen?	32:16	已提炼
2025-08-05	The Imitation Game: Defending against AI's Dark Side!	25:12	已提炼
2025-07-31	Country Risk 2025: The Story behind the Numbers!	31:15	已提炼
2025-07-18	To Bitcoin or not to Bitcoin: The Corporate Cash Question	25:50	已提炼
2025-06-17	Alternative Investing: Promise and Performance!	29:17	已提炼
2025-06-02	Ratings Redux: The Moody's US Ratings Downgrade and Aftermath	30:40	已提炼
2025-05-03	The Greed & Fear Tango: The Markets in April 2025!	29:33	已提炼
2025-04-20	Buy the Dip? The Allure and Dangers of Contrarian Investing	28:07	已提炼
2025-04-07	The Anatomy of a Crisis: Tariff Talk and Market Reaction!	41:06	已提炼
2025-03-14	Investing Politics: Making Sense of Trump, Tariffs and Tesla!	32:58	已提炼
2025-03-05	Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism!	29:28	已提炼
2025-02-23	Data Update 8 for 2025: The Draw and Drawbacks of Debt	34:36	已提炼
2025-02-18	ROE, Returns to Shareholders, Good/Bad Companies and Efficient Markets: Back to Basics	22:24	已提炼
2025-02-11	Data Update 7 for 2025: The End Game in Business	35:05	已提炼
2025-02-08	Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question	29:41	已提炼
2025-02-06	Data Update 5 for 2025: It is a small world after all!	30:37	已提炼
2025-01-31	DeepSeek crashes the AI Party: Story break, change or shift?	38:27	已提炼
2025-01-28	Data Update 4 for 2025: Interest Rates, Inflation and the Fed!	26:54	已提炼
2025-01-26	Data Update 3 for 2025: The times they are a'changin...	29:23	已提炼
2025-01-17	Data Update 2 for 2025: The Party Continued for US Equities	26:14	已提炼
2025-01-10	Data Update 1 for 2025: The Draw (and Dangers) of Data!	19:50	已提炼

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