EISI Portfolio Strategy Webinar Series: Recent Episodes
Dennis DeBusschere & Max Trunz
Annie Duke, former professional poker player, talks about the ability to make decisions when you don't have all the facts.
Aswath Damodaran NYU Professor and Valuation expert talks about the Equity Risk Premium and valuing assets across asset classes
Azeem highlights how S&P balance sheets will continue to shift to intangibles from hard assets. Intangibles are highly scalable, but have significant upfront/sunk costs, generating non-linear outcomes and making them harder to value from a traditional point of view.