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AI Summary
- Covered potential tariffs on Mexico/Canada, Palantir's earnings, and Vanguard's fee cut.
- Aswath Damodaran discussed DeepSeek's AI impact and Palantir's potential as an AI leader.
- Weighed in on the valuation of Tesla and Nvidia, considering them potentially overvalued.
Guests on This Episode
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Aswath Damodaran
14 podcast appearances