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
TIP571: Charlie Munger & The Psychology of Human Misjudgment
BTC143: Local Bitcoin Education & Meet-ups w/ Rod Roudi (Bitcoin Podcast)
TIP570: Back Together w/ Stig Brodersen and Preston Pysh
TIP569: An Investor's Guide to Clear Thinking w/ Chris Mayer
BTC142: Bitcoin Policy Update Q3 2023 w/ Perianne Boring (Bitcoin Podcast)
TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein
BTC141: Can Bitcoin Lightning Scale Globally w/ Alexander Leishman (Bitcoin Podcast)
TIP567: The Evolution of Value Investing w/ Brian Feroldi
BTC140: Game Theory and Bitcoin w/ Scott Lindberg (Bitcoin Podcast)
RWH030: From Poverty To Power w/ Arnold Van Den Berg
TIP566: The Passionate Pursuit of Lifelong Learning w/ Gautam Baid
BTC139: Educating the World On Bitcoin w/ John Dennehy (Bitcoin Podcast)
TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen
TIP564: Capitalizing on Commercial Real Estate Trends w/ Charles Clinton
BTC138: A Progressive's Case for Bitcoin w/ Jason Maier (Bitcoin Podast)
RWH029: Beyond Rich w/ Pico Iyer
TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel
BTC137: Bitcoin Functions Like A Biological Network w/ Brandon Quittem (Bitcoin Podcast)
TIP562: How to Cope With Market Cycles
BTC136: The FED Pause & Q2 Current Events w/ Luke Gromen (Bitcoin Podcast)
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