Aswath Damodaran on AI, NVIDIA and the power of reasoning
Welcome to yet another episode of Shortcast over Coffee. Today my guest is Prof Aswath Damodaran. He is a Professor of Finance at the Stern School of Business at New York University teaching corporate finance and valuation. He is dubbed the "dean of valuation" but calls himself more a dabbler who teaches because he loves it. Check out more about Dr Damodaran hereBookshttps://amzn.to/40CQ8jWhttps://amzn.to/4aJ2Gv1https://amzn.to/3WQX0cvhttps://amzn.to/3CCqvrEWebsitehttps://pages.stern.nyu.edu/~adamodar/https://www.linkedin.com/in/aswathdamodaran/https://aswathdamodaran.blogspot.com/00:00 Introduction and Inefficiencies in Education, Publishing, and Financial Services08:07 Valuation, Intellectual Property, and Market Predictions19:06 Country Risk, Climate Risk, and Corporate Lifecycles31:19 Private Equity in Real Estate and the Role of Technology44:05 Reasoning, Cognitive Skills, and the Role of AI48:41 Nvidia Valuation and the Impact of DeepSeek on AI
29 Dec 2024
Manu Pillai on Gods, Guns and Missionaries : A deepdive on modern Hinduism
Today we have with us Manu Pillai. Manu is the author of the recently released book Gods, Guns, and Missionaries, which explores how European missionaries and colonialism shaped modern Hinduism. In addition to this latest work, he has authored five other remarkable books. He is, without a doubt, one of my favorite voices to listen to these days—a historian who has truly made talking about history exciting and, dare I say, cool.
About Manu
https://www.instagram.com/waatcoconut/
https://x.com/UnamPillai
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22 Dec 2024
Karthik Reddy of Blume Ventures on the Dos and Don’ts of Venture Capitalism
Today, I have the pleasure of hosting Karthik Reddy, the Co-founder and
Managing Director of Blume Ventures, one of India’s leading early-stage
venture capital funds based in Mumbai. Since its inception in late 2010,
Blume Ventures has established itself as a prominent player in India’s
startup ecosystem, investing in over 50 startups alongside notable angel
investors and peer funds.
Before founding Blume, Karthik was an active angel investor through
Mumbai Angels, where he continues to contribute as a board member for
select companies. His professional journey spans diverse sectors,
including financial services—working with esteemed organizations like
American Express Bank, ABN Amro, and Instinet—and media, with a stint at
The Times Group in India.
Karthik holds an MBA from the prestigious Wharton School at the
University of Pennsylvania and an engineering degree from the Indian
Institute of Technology (IIT), Roorkee. His wealth of experience and
strategic vision have made him a pivotal figure in shaping India’s
entrepreneurial landscape.
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Support this podcast: https://podcasters.spotify.com/pod/show/balakrishnan-devarajan/support (https://podcasters.spotify.com/pod/show/balakrishnan-devarajan/support)
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
100,734
Score snapshot 15 Sept 2025
Spotify
5.0 / 5
43 ratings
Podcast Authority Score: 68 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
70
Social presence
0
YouTube
86
Engagement
77
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