13min chapter

The Market Huddle cover image

Unwind of The Sovereign Bond Bubble (guest: Peter Boockvar)

The Market Huddle

CHAPTER

Reflection on Historical Events and Investment Biases

The speaker reflects on historical events such as the stock market crashes of the late 90s and the housing bubble, drawing parallels to current market trends like the meme stock craze. They emphasize the repetitive nature of human behavior in financial markets and the importance of learning from history. The chapter also discusses the impact of information flow on market adjustments and the cultish attitude towards certain stocks.

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