Latest episodes of the podcast Reflections on Investing
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Ep44: Return of the High Fliers?
08/02/2023
Ep42: The Howard Marks Checklist Revisited
08/11/2022
Ep39: Discount Rates and Realized Returns
19/09/2022
Ep38: Forecasting Returns
29/08/2022
Ep36: The "Real" Interest Rate
08/08/2022
Ep35: Inflation and Relative Prices
01/08/2022
Ep34: The Shiller CAPE Ratio
25/07/2022
Ep33: Interpreting the Market P/E Ratio
18/07/2022
Ep32: ESG and Investment Returns
13/06/2022
Ep30: The Best of Times, The Worst of Times
09/05/2022
Ep29: Expectations and Valuation
02/05/2022
Ep28: Fixed Income
04/04/2022
Ep27: The Crash of the High Fliers
21/03/2022
Ep26: Two Flavors of Volatility
14/03/2022
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