Clay is joined by financial history expert Jamie Catherwood to discuss market forecasting, interest rates, and the efficiency of markets from a historical perspective.
Jamie Catherwood is a Client Portfolio Specialist at O'Shaughnessy Asset Management and also the author of the popular blog, Investor Amnesia.
IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:00:26 - Why we shouldn’t try to make market forecasts.
0:03:47 - Psychological biases that play into why investors are prone to forecast markets.
0:22:17 - How we can determine which market forecasts are worth putting weight on.
0:16:01 - Jamie’s thoughts on the AI craze of 2023.
0:20:39 - Jamie’s take on where interest rates may head from here.
0:24:44 - Broader consequences of zero percent interest rates and loose monetary policy.
0:32:50 - Historical examples of governments restructuring their debt.
0:39:39 - How investor access to information has impacted the efficiency of markets.
0:46:45 - Jamie’s favorite book from 2023.
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▶️ RELATED EPISODES:
- A Brief History Of Post-Bubble Markets w/ Jamie Catherwood: [ Ссылка ]
- Deep Dive on Currencies, Debt, and Inflation w/ Lyn Alden | Broken Money: [ Ссылка ]
- The Future of AI w/ Former Microsoft Executive & CEO of Snowflake, Bob Muglia: [ Ссылка ]
- Inflation, Current Market Conditions, and AI w/ David Stein: [ Ссылка ]
🎧 Listen to our episodes here: [ Ссылка ]
🖊️ Access the transcript and learn more about the guest here: [ Ссылка ]
📖 BOOKS MENTIONED:
- Seeking Wisdom by Peter Bevelin: [ Ссылка ]
- Confusion de Confusiones by Josef De La Vega: [ Ссылка ]
- The Price of Time by Edward Chancellor: [ Ссылка ]
- Taming the Street by Diana B. Henriques: [ Ссылка ]
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
💡 OTHER RESOURCES
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On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
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