The Rational Reminder Podcast

2022: A Year in Review (EP.233)

Dec 29, 2022

01:42:05

Creator website

Highlights

AI Chapters

Episode notes

The University of Chicago and the Index Fund Revolution

01:54

Is Happiness a Good Thing?

02:26

The Reading Challenge - What's Up?

02:20

Introduction

2min

The Reading Challenge - What's Up?

2min

The Roush Reminder Community

3min

The Year End Recap - 2023

2min

The Rosh Reminder Podcast Episode 233

2min

Data Is the Holy Grail of Analysis

2min

The History of Index Funds

3min

The Impact of Academic Research in Asset Management

2min

The University of Chicago and the Index Fund Revolution

2min

10.

Indexing Is Going to Be Big Thing, Right?

2min

11.

Is Active Management Making the Market Efficient?

3min

12.

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

4min

13.

How Do You Fit Into the World?

3min

14.

How Do Value Tilts Change Over Time?

2min

15.

How Do Value Tilts Affect the Value of a Stock?

3min

16.

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

3min

17.

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

2min

18.

Index Fund Tipping Point

2min

19.

The Market for Manager Skill Is Highly Efficient

2min

20.

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

2min

21.

What Do You Think About the Index Fund Revolution?

3min

22.

Investing in Transformational Technologies

2min

23.

The Three Player Game

2min

24.

Private Equity in Europe vs Public Equity in the US

4min

25.

Is Private Equity a Diversifying Asset Class?

2min

26.

Investing Strategies During Poor Performance

3min

27.

Do You Have Myopic Loss Aversion?

3min

28.

Are Emotions Detrimental to Decision Making?

3min

29.

The Heart of PyConomics

4min

30.

Learning About Money Is About Learning About Yourself

2min

31.

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

2min

32.

The Pursuit of the Goal

2min

33.

How to Make Retirement Planning Work for You

5min

34.

The Power of Identifying Yourself

4min

35.

The Relationship Between Consumption and Happiness

2min

36.

Are You a Climate Advocate or a Peer Group?

2min

37.

You Have More Influence Than You Think

3min

38.

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

2min

39.

Is Happiness a Good Thing?

2min

40.

The Astronaut's Guide to Life on Earth

2min

41.

What Are You Going to Do Next?

2min

It has been an amazing year for the podcast. We have had some incredible guests during 2022 who have provided us and listeners with insights and thought-provoking ideas about the world of finance. We covered a lot of ground and to wrap up the year we decided to recap some of our favourite moments for listeners. In this episode, we highlight the many themes covered during this year, such as the basics of investing, stocks and bonds, how to make wise investment decisions, gender inequality, asset management, index funds, market trends, and portfolio management. We also highlight some of the indirectly topics indirectly related to finance such as the value of happiness, enjoying the pursuit of happiness, the importance of goal setting, and much more. Join us as we reflect on some of our best moments from the year and provide an overview of the many vital lessons we have learned in this final episode of the year for the Rational Reminder podcast.

Key Points From This Episode:

Mac McQuown explains how the data revolution changed the game of investing. (0:09:05)
Robin Wigglesworth and tracking the performance of portfolios in the 60s. (0:12:56)
Professor Fama shares what it is like to see the impact of his academic work on the practice of asset management. (0:16:02)
Gus Sauter tells us about the role the University of Chicago played in the index fund revolution. (0:18:41)
Professor Fama unpacks what it means for a market to be efficient. (0:20:52)
Gerard O’Reilly and the differences in the types of market strategies available. (0:24:27)
Professor Betermier shares his research from multiple papers concerning tendencies towards growth and value stocks. (0:28:50)
Eduardo Repetto tells us whether having a portfolio consisting of 100% small-cap value stocks makes sense. (0:36:06)
Professor Koijen explains whether index funds distort market prices and make markets less efficient. (0:40:30)
Professors Berk and van Binsbergen discuss if it is possible to find skilled fund managers before they are absorbed by their fund. (0:43:44)
Professor Cederburg explains how data sets can be upwardly biased and why you need to be aware of it when looking at data. (0:48:15)
Bill Janeway describes the three-player game regarding investments. (0:50:51)
Professor Phalippou compares the performance of private equity relative to public equities. (0:53:42)
Antti Ilmanen tells us how investors can stick with an investment strategy during times of low performance. (0:59:10)
Professor List tells us how often people should check their investment portfolios. (1:01:56)
Leonard Mlodinow explains how the rational mind and the emotional mind are intertwined. (1:04:56)
Professor Edmans’s Grow the Pie and making the world a better place. (1:07:27)
Rebecca Walker outlines the effect learning about money has on people. (1:11:15)
Colleen Ammerman describes the current state of women in the workplace. (1:13:21)
Find out why the pursuit of a goal should be enjoyable with Professor Fishbach. (1:15:40)
Andrew Hallam talks about life satisfaction after middle age and how to get there sooner. (1:20:28)
Jay van Bavel details the effect of group identity on goal setting. (1:23:08)
Professor Frank unpacks the relationship between the consumption of luxury goods and happiness. (1:26:55)
Professor Bohns provides insight into why people are under-confident in their social lives. (1:31:01)
Professor Fama reveals how many hours a day the brain can handle deep work. (1:34:24)
Cassie Holmes and why happiness is a good thing from a scientific perspective. (1:35:30)
Colonel Chris Hadfield shares the lesson he learned as an astronaut that he applies to his everyday life. (1:38:52)