Ben Felix | Stock Market Forecasts @BenFelixCSI | Uploaded January 2020 | Updated October 2024, 2 hours ago.
Analysts make often gloomy forecasts about short-term expected returns and economic conditions in the stock market. There are two big problems with these forecasts: they often make investors nervous, and they are usually wrong.

Referenced in this episode:
- Do Financial Gurus Produce Reliable Forecasts? bit.ly/2sTOaQt
- Inverted Yield Curves and Expected Stock Returns bit.ly/2RFFXrm
- Equity Risk Premiums (ERP): Determinants, Estimation and Implications – The 2019 Edition papers.ssrn.com/sol3/papers.cfm?abstract_id=3378246
- An Old Friend: The Stock Market's Shiller P/E aqr.com/Insights/Research/White-Papers/An-Old-Friend-The-Stock-Markets-Shiller-PE
- Market Timing: Sin a Little aqr.com/-/media/AQR/Documents/Insights/White-Papers/Market-Timing-Sin-a-Little.pdf

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