Where to Hide Your Money When Everything Is Overvalued

Описание: "Something has to give"
What do you do when stocks are overvalued, bonds offer no protection, and correlations across all asset classes are at all-time highs? Professor Aswath Damodaran reveals his personal playbook for the first time, explaining why he's gradually trimming winning positions and reallocating to non-traditional assets. Discover why the AI boom needs $4 trillion in revenues to justify current valuations, why Palantir at 120x sales and Nvidia at $5T market cap may be unsustainable, and which Mag-10 companies look most vulnerable. Get actionable advice on how much to hold in cash, whether gold makes sense for value investors, and real estate strategies that could protect against both market crashes and hyperinflation. No doomsday predictions—just rational risk management.

Timestamps:
0:00 - The $4 trillion AI revenue gap
5:26 - Ranking the Magnificent 10: Most to least overvalued
12:15 - Why this time is different
19:27 - Collectibles as portfolio protection

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I welcome you to read my research:
Part 1. Michael Burry Files: The Man Who Knew (Housing Crisis) https://substack.com/home/post/p-1795...
Part 2. Michael Burry Files: The GameStop Short Squeeze https://oksanameier.substack.com/p/mi...
Part 3. Michael Burry Files: The AI Bubble https://oksanameier.substack.com/p/pa...
Part 4. Michael Burry Files: A Masterclass in Corporate Governance https://oksanameier.substack.com/p/pa...

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