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John Cochrane on Market Cycles, Inflation Dynamics, and the Role of AI in Investing

UNLIMITED

John Cochrane on Market Cycles, Inflation Dynamics, and the Role of AI in Investing

FromLead-Lag Live


UNLIMITED

John Cochrane on Market Cycles, Inflation Dynamics, and the Role of AI in Investing

FromLead-Lag Live

ratings:
Length:
40 minutes
Released:
Nov 30, 2023
Format:
Podcast episode

Description

Prepare to take a deep dive into the intriguing world of finance with our esteemed guest, John Cochrane, fondly known as the Grumpy Economist. This episode promises to shed light on the complex aspects of market efficiency, survivorship bias, and the intricacies of performance evaluation. We explore the impact of market cycles on active managers and emphasize the need for a disciplined approach towards financial allocation strategies. Let's decode the relationship between interest rates and inflation, examining its evolution over time. We also scrutinize the critical role of expectations and the trust we place in government institutions when it comes to inflation dynamics. But that's not all. We delve into the mysterious world of the American mortgage system, discussing the challenging "mortgage puzzle" and its implications on the U.S. economy. You'll also hear our thoughts on the influence of social media on market efficiency and consumer behavior. In the latter part of our discussion, Cochrane and I express concern about the government's escalating debt and its potential consequences for the average taxpayer. Will the debt bubble finally burst, or will it continue to inflate? More importantly, what does this mean for you? We conclude on a futuristic note and ponder the potential role of artificial intelligence in academia and investing. Do competitive markets shape the success of educational institutions? Cochrane weighs in on this, sharing his thoughts on the changing value of higher education. Don't miss this riveting conversation packed with valuable insights on finance, government spending, and the future of AI in education.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Support the show
Released:
Nov 30, 2023
Format:
Podcast episode

Titles in the series (100)

Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through Twitter Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape.In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as he connects with prominent thought leaders for captivating discussions in real-time. The Lead-Lag Live podcast aims to provide valuable insights, analysis, and actionable advice for investors and financial professionals alike.As a dedicated listener, you can expect to hear from renowned financial experts, best-selling authors, and market strategists as they share their wealth of knowledge and experience. With a focus on topical issues and their potential impact on financial markets, these live unscripted conversations will ensure that you stay informed and ahead of the curve.Subscribe to the Lead-Lag Live podcast and follow @leadlagreport on Twitter to stay updated on upcoming live conversations and to gain exclusive access to a treasure trove of financial wisdom. Don't miss out on this incredible opportunity to learn from the best and brightest minds in the business.Join us on this journey as we explore the complex world of finance and investments, one live unscripted conversation at a time. Be sure to like, comment, and share the Lead-Lag Live podcast with your network to help others discover these invaluable insights.Stay tuned for the latest episode of the Lead-Lag Live podcast, and remember to turn on notifications so you never miss a live conversation with your favorite thought leaders. Happy listening!