This week on Prof G Markets, Aswath Damodaran returns to the show to discuss the impact AI had on Big Tech’s Q1 earnings. He breaks down the significance behind Meta and Google’s decisions to start paying a dividend and what it means about their places in the corporate lifecycle. He also shares his thoughts on the death of corporate governance at tech companies. Finally, he explains why May will be a “make or break” month for the mood of the markets – and how you should invest accordingly.

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Timestamps:
00:00 - This week's number
00:24 - Today's episode
02:46 - Market Vitals/Headlines
17:37 - First Quarter Review — with Aswath Damodaran

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