Excellent episode. Very interesting topics. As always, amazing job. Thanks
@sunnyap73 жыл бұрын
Listened to this episode twice, then print out the transcript to follow carefully since a lot of interesting statistics being referred to . (Love that you always have the transcript for non-English native to catch up.) Too many gems! The book you read, the answer for the listener's question, the main topics itself, including side-story of old-day Felix : ) They are all wonderful. I listened and read and nodded and smiled to myself. Love your podcast.
@lorenzom7237 Жыл бұрын
20 minutes of fear and joy. Thanks.
@ivankauf3 жыл бұрын
Listening to the episode's opening, I just want to add: your content in yb is by far the best one available. Keep the good work!
@Yin_Esra9 ай бұрын
Big thanks for suggesting to slow down from 2x speed for the predictability section, you were right
@martins.o.43883 жыл бұрын
Great Podcast. I allways listen to your news.
@bjohns3473473 жыл бұрын
Based on the timing of csi and rr episodes from the past couple years, Ben and Cameron would have been successful active managers. The spac episode, the tech revolution episode, the bear market csi episode, small cap value episode, as well as many others were timed just about right. I’m not suggesting active management works, it’s just ironic that they would have done well.
@jamescarroll4893 жыл бұрын
Had the same experience during early pandemic. Can confirm. Did you buy PTON when Cameron mentioned it? ;)
@bjohns3473473 жыл бұрын
@@jamescarroll489 No, unfortunately I didn’t make trades based on the information included in individual episodes, but I did start converting individual stocks into indexes over a year ago after listening to multiple episodes. This has helped out my returns as well as peace of mind. I still have more stocks to convert but capital gains are complicating things.
@nemuritai3 жыл бұрын
Looking forward to Cochrane's interview. The reference I think is to 'Dog that did not bark' where he creates the data artificially in which forecastability works perfectly but the statistical test _still_ fails out of sample because of how noisy the data is. In particular, using short periods to forecast future does not work due to the noise hence diagnostic vs test, and the caveat is that the diagnostic is expected to fail due to sparse noisy data.
@hanguliseul43623 жыл бұрын
You only have access to your created account portfolio on the website where transferred investments are displayed and your daily profit too from each trade session
@GhettoFabulousLorch3 жыл бұрын
Thank goodness for VT.
@bruceaulabaugh3 жыл бұрын
Great Podcast.
@MisterBozo3 жыл бұрын
Since 1802, the value of an investment in US stocks has been winding around a long term trend which grows by 6.5% per year plus inflation. Why should we consider a 200+ year trend an anomaly that will likely not continue?
I learnt something not related to finance during this podcast: that the word 'shambolic' isn't used as much in Canada as it is here in Australia :-)
@MattParlane3 жыл бұрын
"I believe that the market will see relatively flat growth as the global economic environment stabilizes," Mr. Felix continues. In this kind of environment, he believes in having "professional active management … as an integral part of his investment plan."
@danielkaner55853 жыл бұрын
"Don't be a logic bully" 😉
@shauna9963 жыл бұрын
If I weren’t so in love with Tesla, I’d follow this sage advice closely. I’m weak
@thesorrow3122 жыл бұрын
Hows that workin out for ya?
@Mrohrn3 жыл бұрын
I don't know if you can count getting older as a creative way of saving money.
@Amir-jn5mo3 жыл бұрын
These data from 1900's is super scary. I dont even feel comfortable now as an adult in 20s in my VEQT investment knowing that that has been decade long periods of bear markets or decades of bonds being a loss :(. How to I keep my money protected against inflation without fearing long decades of war or bearish markets?
@rationalreminder3 жыл бұрын
Those were individual country data. Global investors have fared better.