#113: What I Learned In 2020 - John Hempton

Monday 21 December 2020
00:00
00:00

Show notes Selected links Follow John: Blog | Twitter 'Approaches to Studying Policy Representation', paper by David Brockman 'Indebted Demand', paper by Atif Mian, Ludwig Struab 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

More ways to listen