Discussion on the surprising market performance in the previous year and the disconnect between sentiment and the financial markets, exploring the factors at play such as COVID, interest rates, and artificial intelligence.
Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss:
- Disconnects between the real economy and financial markets,
- Whether the US stock market is merely a “lucky survivor,”
- And the dangers of institutional thinking – in investing and academia.
Tickers discussed: NOK, BTC
Host: Ricky Mulvey
Guest: Jules van Binsbergen
Producer: Mary Long
Engineer: Rick Engdahl
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