The Rational Reminder Podcast | 2022: A Year in Review | Rational Reminder 233 @rationalreminder | Uploaded December 2022 | Updated October 2024, 13 minutes ago.
It has been an amazing year for the podcast. We have had some incredible guests during 2022 who have provided us and listeners with insights and thought-provoking ideas about the world of finance. We covered a lot of ground and to wrap up the year we decided to recap some of our favourite moments for listeners. In this episode, we highlight the many themes covered during this year, such as the basics of investing, stocks and bonds, how to make wise investment decisions, gender inequality, asset management, index funds, market trends, and portfolio management. We also highlight some of the indirectly topics indirectly related to finance such as the value of happiness, enjoying the pursuit of happiness, the importance of goal setting, and much more. Join us as we reflect on some of our best moments from the year and provide an overview of the many vital lessons we have learned in this final episode of the year for the Rational Reminder podcast.
Timestamps:
0:00 Intro
9:55 Mac McQuown: Can you bring us back in time doing studied finance and the role that data played? & What was Wall Street like in the 1960s?
14:34 Robin Wigglesworth: How was finance in the 60s? Without the data and systems, we have today.
17:44 Eugene Fama: What is it like to look back and see your academic work actually implemented in practice?
20:54 Gus Sauter: From a big picture standpoint, what role did University of Chicago play in the index fund revolution?
23:33 Eugene Fama: What does it mean for a market to be efficient?
23:50 Eugene Fama: What are the main implications for investors if markets are efficient?
24:36 Eugene Fama: What are the empirical tests that support market efficiency?
25:44 Eugene Fama: Did the ongoing flows into passive funds pose any potential challenges for market efficiency?
27:03 Gerard O’Reilly: How do you articulate the difference between the index approach and what Dimensional's products represent?
31:26 11, 12 Sebastien Betermier: Who Are the Value and Growth Investors?
39:29 Eduardo Repetto: what type of investor if anyone does 100% small cap value portfolio makes sense for?
44:47 Ralph Koijen: Why is understanding market elasticity important?
46:35 Berk & Van Binsbergen: Is it possible to identify skilled fund managers before the benefits of their skill are absorbed by the size of their fund?
52:53 Scott Cederburg: Why is it important to be aware of datasets being upwardly biased when looking at data?
56:16 Bill Janeway: To set the stage, can you describe the three-player game?
59:33 Ludovic Phalippou: What do we know about private equity performance relative to public equities?
1:04:36 Ludovic Phalippou: Do you believe that private equity offers diversification benefits to a public equity portfolio?
1:06:11 Antti Illmanen: What are some of the things that investors can do to stick with investment strategies during periods of poor performance?
1:09: 21 John List: How often should people look at their investment portfolios?
1:12:29 Leonard Mlodinow: Are emotions detrimental to decision making?
1:15:31 Alex Edmans: How can people in everyday life use the pie growing mentality to make the world a better place?
1:19:13 Rebecca Walker: What effects do you think learning about money has on people's lives?
1:21:53 Colleen Ammerman: How do you describe the current state for women in the workplace?
1:23:56 Ayelet Fishbach: How important is it that the pursuit of the goal itself be enjoyable?
1:29:29 Andrew Hallam: Do you think people can get to a place of (life) satisfaction sooner in life?
1:32:25 Jay Van Bavel: What effect does group identity have on goal setting?
1:36:36 Robert Frank: Can you touch a little bit more on the relationship between consumption of luxury goods and happiness?
1:41:58 Vanessa Bohns: Why are people under confident in their social lives?
1:44:56 Eugene Fama: How many hours per day do you think the brain can handle thinking work?
1:47:05 Cassie Holmes: Scientifically speaking, why is being happy a good thing?
1:49:58 Chris Hadfield: What is the most important lesson that you learned as an astronaut that you continue to apply today to everyday life?
1:53:45 Ending
Participate in our Community Discussion about this Episode: community.rationalreminder.ca/t/episode-233-a-year-in-review-discussion-thread/20856
Links From Today’s Episode can be found on: rationalreminder.ca/podcast/233
It has been an amazing year for the podcast. We have had some incredible guests during 2022 who have provided us and listeners with insights and thought-provoking ideas about the world of finance. We covered a lot of ground and to wrap up the year we decided to recap some of our favourite moments for listeners. In this episode, we highlight the many themes covered during this year, such as the basics of investing, stocks and bonds, how to make wise investment decisions, gender inequality, asset management, index funds, market trends, and portfolio management. We also highlight some of the indirectly topics indirectly related to finance such as the value of happiness, enjoying the pursuit of happiness, the importance of goal setting, and much more. Join us as we reflect on some of our best moments from the year and provide an overview of the many vital lessons we have learned in this final episode of the year for the Rational Reminder podcast.
Timestamps:
0:00 Intro
9:55 Mac McQuown: Can you bring us back in time doing studied finance and the role that data played? & What was Wall Street like in the 1960s?
14:34 Robin Wigglesworth: How was finance in the 60s? Without the data and systems, we have today.
17:44 Eugene Fama: What is it like to look back and see your academic work actually implemented in practice?
20:54 Gus Sauter: From a big picture standpoint, what role did University of Chicago play in the index fund revolution?
23:33 Eugene Fama: What does it mean for a market to be efficient?
23:50 Eugene Fama: What are the main implications for investors if markets are efficient?
24:36 Eugene Fama: What are the empirical tests that support market efficiency?
25:44 Eugene Fama: Did the ongoing flows into passive funds pose any potential challenges for market efficiency?
27:03 Gerard O’Reilly: How do you articulate the difference between the index approach and what Dimensional's products represent?
31:26 11, 12 Sebastien Betermier: Who Are the Value and Growth Investors?
39:29 Eduardo Repetto: what type of investor if anyone does 100% small cap value portfolio makes sense for?
44:47 Ralph Koijen: Why is understanding market elasticity important?
46:35 Berk & Van Binsbergen: Is it possible to identify skilled fund managers before the benefits of their skill are absorbed by the size of their fund?
52:53 Scott Cederburg: Why is it important to be aware of datasets being upwardly biased when looking at data?
56:16 Bill Janeway: To set the stage, can you describe the three-player game?
59:33 Ludovic Phalippou: What do we know about private equity performance relative to public equities?
1:04:36 Ludovic Phalippou: Do you believe that private equity offers diversification benefits to a public equity portfolio?
1:06:11 Antti Illmanen: What are some of the things that investors can do to stick with investment strategies during periods of poor performance?
1:09: 21 John List: How often should people look at their investment portfolios?
1:12:29 Leonard Mlodinow: Are emotions detrimental to decision making?
1:15:31 Alex Edmans: How can people in everyday life use the pie growing mentality to make the world a better place?
1:19:13 Rebecca Walker: What effects do you think learning about money has on people's lives?
1:21:53 Colleen Ammerman: How do you describe the current state for women in the workplace?
1:23:56 Ayelet Fishbach: How important is it that the pursuit of the goal itself be enjoyable?
1:29:29 Andrew Hallam: Do you think people can get to a place of (life) satisfaction sooner in life?
1:32:25 Jay Van Bavel: What effect does group identity have on goal setting?
1:36:36 Robert Frank: Can you touch a little bit more on the relationship between consumption of luxury goods and happiness?
1:41:58 Vanessa Bohns: Why are people under confident in their social lives?
1:44:56 Eugene Fama: How many hours per day do you think the brain can handle thinking work?
1:47:05 Cassie Holmes: Scientifically speaking, why is being happy a good thing?
1:49:58 Chris Hadfield: What is the most important lesson that you learned as an astronaut that you continue to apply today to everyday life?
1:53:45 Ending
Participate in our Community Discussion about this Episode: community.rationalreminder.ca/t/episode-233-a-year-in-review-discussion-thread/20856
Links From Today’s Episode can be found on: rationalreminder.ca/podcast/233
