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What I Learned In 2020 - John Hempton

1:46:07
 
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Manage episode 300092991 series 2620738
Kandungan disediakan oleh DM Podcasts and Joe Walker. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh DM Podcasts and Joe Walker atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

John Hempton is co-founder and Chief Investment Officer at Bronte Capital.

Show notes

Selected links

  • Follow John: Blog | Twitter
  • 'Approaches to Studying Policy Representation', paper by David Broockman
  • 'Indebted Demand', paper by Atif Mian, Ludwig Straub and Amir Sufi

Topics discussed

  • Lessons from past market cycles. 4:51
  • Astarra-Trio. 10:43
  • Retail investors: Welcome to the party. 24:14
  • When John met Jim (Simons). 28:13
  • Can you predict market tops? 33:00
  • Are there any good reasons for believing this time really is different? 40:37
  • The Dunning-Kruger effect is everywhere. 52:18
  • A behavioural model of the coronavirus. 55:45
  • The illusion of the political centre. 1:10:19
  • How inequality may be distorting monetary policy, and vice versa. 1:23:00
  • SPAC attack. 1:26:03
  • The puzzle of Middleby. 1:31:15
  • Bull masturbating. 1:33:01
  • 2020: a year of puzzles. 1:42:30

See omnystudio.com/listener for privacy information.

  continue reading

142 episod

Artwork
iconKongsi
 
Manage episode 300092991 series 2620738
Kandungan disediakan oleh DM Podcasts and Joe Walker. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh DM Podcasts and Joe Walker atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

John Hempton is co-founder and Chief Investment Officer at Bronte Capital.

Show notes

Selected links

  • Follow John: Blog | Twitter
  • 'Approaches to Studying Policy Representation', paper by David Broockman
  • 'Indebted Demand', paper by Atif Mian, Ludwig Straub and Amir Sufi

Topics discussed

  • Lessons from past market cycles. 4:51
  • Astarra-Trio. 10:43
  • Retail investors: Welcome to the party. 24:14
  • When John met Jim (Simons). 28:13
  • Can you predict market tops? 33:00
  • Are there any good reasons for believing this time really is different? 40:37
  • The Dunning-Kruger effect is everywhere. 52:18
  • A behavioural model of the coronavirus. 55:45
  • The illusion of the political centre. 1:10:19
  • How inequality may be distorting monetary policy, and vice versa. 1:23:00
  • SPAC attack. 1:26:03
  • The puzzle of Middleby. 1:31:15
  • Bull masturbating. 1:33:01
  • 2020: a year of puzzles. 1:42:30

See omnystudio.com/listener for privacy information.

  continue reading

142 episod

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