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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continue reading
コンテンツは DM Podcasts and Joe Walker によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、DM Podcasts and Joe Walker またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Player FM -ポッドキャストアプリ
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What I Learned In 2020 - John Hempton
Manage episode 300092991 series 2620738
コンテンツは DM Podcasts and Joe Walker によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、DM Podcasts and Joe Walker またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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 つのエピソード
シェア
Manage episode 300092991 series 2620738
コンテンツは DM Podcasts and Joe Walker によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、DM Podcasts and Joe Walker またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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 つのエピソード
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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 ...
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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 ...
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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 ...
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Montgomery & Co. is a weekly podcast where WNBA champion and part-owner of the Atlanta Dream Renee Montgomery is joined by her mother Bertela Montgomery, her sister Nicole Young and her wife Sirena Grace as they chart a unique path through the business world as four black and brown women keeping their family first at all times. Both insightful and compelling, this one-of-a-kind talk show combines interviews with some of the world’s top innovators & entrepreneurs with sports and culture conve ...
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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.
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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 ...
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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 ...
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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 ...
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Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう！
Player FMアプリでオフラインにしPlayer FMう！
