We Study Billionaires - The Investor’s Podcast Network
Business:Investing
On today’s episode, 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:
00:00 - Intro.
01:35 - Why we shouldn’t try to make market forecasts.
04:56 - Psychological biases that play into why investors are prone to forecast markets.
08:47 - How we can determine which market forecasts are worth putting weight on.
17:10 - Jamie’s thoughts on the AI craze of 2023.
25:52 - Jamie’s take on where interest rates may head from here.
30:23 - Broader consequences of zero percent interest rates and loose monetary policy.
33:59 - Historical examples of governments restructuring their debt.
40:47 - How investor access to information has impacted the efficiency of markets.
47:53 - Jamie’s favorite book from 2023.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
BTC182: Bitcoin Mastermind 2Q 2024 (Bitcoin Podcast)
TIP630: The Wealthy Gardener w/ Kyle Grieve
TIP629: Berkshire Hathaway Annual Shareholder's Meeting 2024 w/ Clay Finck and Kyle Grieve
BTC181: The US's Economic Hitman w/ John Perkins
TIP628: The Inner Scorecard w/ Mohnish Pabrai
TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve
BTC180: The Current Challenges Bitcoin Faces w/ Max Hillebrand (Bitcoin Podcast)
RWH044: How To Beat The Market w/ Bryan Lawrence
TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon
BTC179: The Business of Football and Bitcoin w/ Peter McCormack (Bitcoin Podcast)
TIP625: Berkshire Hathaway w/ Chris Bloomstran
TIP624: Studying Financial History w/ Clay Finck
BTC178: Auditing Elections with Bitcoin w/ Carlos Toriello (Bitcoin Podcast)
TIP623: The Art Of Decision Making w/ Annie Duke
TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik
BTC177: The Future of Bitcoin Borrowing and Lending w/ Max Kei (Bitcoin Podcast)
TIP621: Warren Buffett’s Wisdom: The Power Of Corporate Governance with Lawrence Cunningham
TIP620: The Intelligent Investor by Benjamin Graham
BTC176: Bitcoin and Traditional Finance in 2024 w/ Jim Crider (Bitcoin Podcast)
TIP619: The Cable Cowboy: John Malone w/ Kyle Grieve
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast
Money Tree Investing
The Disciplined Investor