

Prof. Matteo Maggiori of Stanford University on investor beliefs, trading, and global capital flows
Oct 30, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 2min
The New Survey on the Stock Market
01:31 • 6min
Is There a Cost to Portfolio Reallocation?
07:07 • 4min
Is It a Systematic Effect?
11:14 • 2min
How Do Hetch Funds Behave?
13:41 • 2min
Is the Stock Market Changing That Much?
15:16 • 2min
Are We Going to See More Day Traders in the Stock Markets?
17:09 • 4min
Is the Markets Inefficient?
20:42 • 2min
A Simple Model of the International Monarchy
23:12 • 2min
How to Repay a Debt Expenditure
25:28 • 4min
Is There a Breakpoint?
29:20 • 5min
Thevens
34:11 • 4min
Long Term Deat Holdes Det Death, Is That a Good Idea?
38:09 • 2min
What Is the Unique Role of the Dollar in the World?
40:08 • 4min
The Home Bias in Bonds
43:45 • 4min
The Home Bias Issued Bonds
48:14 • 5min
Dolle's Use Currency Status Could Change Things Very Dramatically
53:30 • 2min
What Is the True Pitte of Capital Floors?
55:21 • 5min
Long Run Discount Rates - What Are They?
01:00:13 • 4min
Is It Downward Sloping Beyond Seven Horizons?
01:04:33 • 3min
The Intuitive Way to Think About Freeholds
01:07:17 • 2min
Is the Debt Expansion in the Developing Countries Too Much?
01:08:48 • 5min