2022: A Year in Review (EP.233)

1

Introduction

00:00 • 2min

2

The Reading Challenge - What's Up?

01:45 • 2min

3

The Roush Reminder Community

04:05 • 3min

4

The Year End Recap - 2023

06:45 • 2min

5

The Rosh Reminder Podcast Episode 233

08:18 • 2min

6

Data Is the Holy Grail of Analysis

10:20 • 2min

7

The History of Index Funds

12:19 • 3min

8

The Impact of Academic Research in Asset Management

15:30 • 2min

9

The University of Chicago and the Index Fund Revolution

17:30 • 2min

10

Indexing Is Going to Be Big Thing, Right?

19:24 • 2min

11

Is Active Management Making the Market Efficient?

20:57 • 3min

12

What Is the Difference Between Index and Market Cap Weight of Strategies?

23:29 • 4min

13

How Do You Fit Into the World?

27:26 • 3min

14

How Do Value Tilts Change Over Time?

30:08 • 2min

15

How Do Value Tilts Affect the Value of a Stock?

31:52 • 3min

16

How to Grow a Portfolio of 100% Small Cap Value Stocks

35:13 • 3min

17

Is There a Difference Between a Low Price and a High Discount?

37:51 • 2min

18

Index Fund Tipping Point

39:35 • 2min

19

The Market for Manager Skill Is Highly Efficient

41:19 • 2min

20

The Flow Performance Relationship Is Not as Fast as With Stock Markets

43:44 • 2min

21

What Do You Think About the Index Fund Revolution?

45:48 • 3min

22

Investing in Transformational Technologies

48:44 • 2min

23

The Three Player Game

50:45 • 2min

24

Private Equity in Europe vs Public Equity in the US

52:50 • 4min

25

Is Private Equity a Diversifying Asset Class?

57:07 • 2min

26

Investing Strategies During Poor Performance

58:38 • 3min

27

Do You Have Myopic Loss Aversion?

01:01:28 • 3min

28

Are Emotions Detrimental to Decision Making?

01:04:08 • 3min

29

The Heart of PyConomics

01:06:56 • 4min

30

Learning About Money Is About Learning About Yourself

01:10:46 • 2min

31

What Are the Quantifiable Symptoms of Gender Inequality in the Workplace?

01:13:08 • 2min

32

The Pursuit of the Goal

01:14:56 • 2min

33

How to Make Retirement Planning Work for You

01:17:12 • 5min

34

The Power of Identifying Yourself

01:22:29 • 4min

35

The Relationship Between Consumption and Happiness

01:26:01 • 2min

36

Are You a Climate Advocate or a Peer Group?

01:28:25 • 2min

37

You Have More Influence Than You Think

01:30:13 • 3min

38

How Many Hours Per Day Does Professor Fama Think the Brain Can Handle Real Thinking Work?

01:33:28 • 2min

39

Is Happiness a Good Thing?

01:35:08 • 2min

40

The Astronaut's Guide to Life on Earth

01:37:34 • 2min

41

What Are You Going to Do Next?

01:39:33 • 2min