We are a Filipino-Chinese couple living in the heart of Manila. We have been together for 20 years and decided to make this podcast to share our life experiences. Our podcast has no format and may discuss random things like relationships, recommended food in Binondo or about our philosophy in life. If you like our podcast, don’t forget to click the subscribe/follow button and give us a 5 star rating ^.^ Please visit our FB page @kwentuhansessionsph and ig page @kwentuhansessions. You can als ...
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Content provided by DM Podcasts and Joe Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DM Podcasts and Joe Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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What I Learned In 2020 - John Hempton
Manage episode 300092991 series 2620738
Content provided by DM Podcasts and Joe Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DM Podcasts and Joe Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
John Hempton is co-founder and Chief Investment Officer at Bronte Capital.
Show notes
Selected links
- Follow John: Blog | Twitter
- 'Approaches to Studying Policy Representation', paper by David Broockman
- 'Indebted Demand', paper by Atif Mian, Ludwig Straub and Amir Sufi
Topics discussed
- Lessons from past market cycles. 4:51
- Astarra-Trio. 10:43
- Retail investors: Welcome to the party. 24:14
- When John met Jim (Simons). 28:13
- Can you predict market tops? 33:00
- Are there any good reasons for believing this time really is different? 40:37
- The Dunning-Kruger effect is everywhere. 52:18
- A behavioural model of the coronavirus. 55:45
- The illusion of the political centre. 1:10:19
- How inequality may be distorting monetary policy, and vice versa. 1:23:00
- SPAC attack. 1:26:03
- The puzzle of Middleby. 1:31:15
- Bull masturbating. 1:33:01
- 2020: a year of puzzles. 1:42:30
See omnystudio.com/listener for privacy information.
140 episodes
Share
Manage episode 300092991 series 2620738
Content provided by DM Podcasts and Joe Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DM Podcasts and Joe Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
John Hempton is co-founder and Chief Investment Officer at Bronte Capital.
Show notes
Selected links
- Follow John: Blog | Twitter
- 'Approaches to Studying Policy Representation', paper by David Broockman
- 'Indebted Demand', paper by Atif Mian, Ludwig Straub and Amir Sufi
Topics discussed
- Lessons from past market cycles. 4:51
- Astarra-Trio. 10:43
- Retail investors: Welcome to the party. 24:14
- When John met Jim (Simons). 28:13
- Can you predict market tops? 33:00
- Are there any good reasons for believing this time really is different? 40:37
- The Dunning-Kruger effect is everywhere. 52:18
- A behavioural model of the coronavirus. 55:45
- The illusion of the political centre. 1:10:19
- How inequality may be distorting monetary policy, and vice versa. 1:23:00
- SPAC attack. 1:26:03
- The puzzle of Middleby. 1:31:15
- Bull masturbating. 1:33:01
- 2020: a year of puzzles. 1:42:30
See omnystudio.com/listener for privacy information.
140 episodes
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Similar to The Joe Walker Podcast
We are a Filipino-Chinese couple living in the heart of Manila. We have been together for 20 years and decided to make this podcast to share our life experiences. Our podcast has no format and may discuss random things like relationships, recommended food in Binondo or about our philosophy in life. If you like our podcast, don’t forget to click the subscribe/follow button and give us a 5 star rating ^.^ Please visit our FB page @kwentuhansessionsph and ig page @kwentuhansessions. You can als ...
…
continue reading
Imperfect Paradise is an award-winning weekly narrative podcast showcasing California stories with universal significance, hosted by Antonia Cereijido. Each deeply reported story is driven by characters who illuminate aspects of American identity and underscore California's reputation as a home for dreamers and schemers, its heartbreaking inequality, its varied and diverse communities, its unique combination of dense cities and wild places. New episodes premiere Wednesdays, with broadcasts o ...
…
continue reading
“LA Made” is a series exploring stories of bold Californian innovators and how they forever changed the lives of millions all over the world. Each season will unpack the untold and surprising stories behind some of the most exciting innovations that continue to influence our lives today. Season 2, “LA Made: The Barbie Tapes,” tells the backstory of the world’s most popular doll, Barbie. Barbie is a cultural icon but what do you really know about her? Hear Barbie's origin story from the peopl ...
…
continue reading
Join two of the stars from Real Housewives of Potomac, Gizelle Bryant and Robyn Dixon, as they team up for their new podcast Reasonably Shady. The show features conversations about being fearless women as they recount stories from their exciting lives. Topics include dating, relationships, marriage, entrepreneurs, motherhood, style, glam, current events and more! Join Gizelle and Robyn for Reasonably Shady!
…
continue reading
It was the deadliest string of shark attacks the world has ever seen. In 2011, sharks in Réunion, a beautiful island, way out in the Indian Ocean started biting people way more than ever before and with lunatic violence. The epidemic forced local surfers, politicians, and business owners into a proxy war with ocean lovers and conservationists worldwide, where long simmering tensions boiled over. Réunion: Shark Attacks in Paradise is the story of what happened on this beautiful island, and t ...
…
continue reading
Love stories from listeners of Barangay LSFM are featured in this weekly radio program. Listen in as Papa Dudut reads the letter of a "kabarangay" who shares his/her heartfelt experience. A dramatization brings the audience closer to feeling the joy, the pain, the ups and downs of being in love--something that each one of us can relate to.
…
continue reading
Most of us have gotten at least a little emotional at some point recently. It’s natural. But why do we have emotions and how much should we pay attention to them on any given day? Can we learn to skillfully choose which emotions to listen to and which ones to just let move on by? In More Than A Feeling, the latest podcast from Ten Percent Happier, host Saleem Reshamwala goes on a real life quest to find the answers to these questions. He’ll experiment with neuroscientists, dive into stories ...
…
continue reading
In Against the Rules, journalist and bestselling author Michael Lewis explores the figures in American life who rely on the public's trust, whether in sports, in business, in the courtroom, or on TV. What happens when that trust erodes and we can no longer agree on what's fair and what's not? With wry humor, Lewis reveals the fascinating humans behind the public roles: the judge, the arbitrator, the scientist, the coach, the referee, and many more. iHeartMedia is the exclusive podcast partne ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Timeless Practical Wisdom For Living a Meaningful Life Inspiring stories and practical advice from creatives, entrepreneurs, change-makers, misfits, and rebels to help you become successful on your own terms Our listeners say, “If TEDTalks met Oprah you’d have the Unmistakable Creative.” Eliminate the feeling of being stuck in your life, blocked in your creativity, and discover higher levels of meaning and purpose in your life and career. Listen to deeply personal, insightful, and thought-pr ...
…
continue reading
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