The Meb Faber Show - Better Investing Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552
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Oct 11, 2024 Owen Lamont, a Portfolio Manager at Acadian Asset Management and former faculty at top universities, dives into the complexities of market bubbles. He discusses the U.S. being in a bubble and the rise of passive investing, pointing out the 'Koreafying' of the stock market. Lamont delves into the impact of AI on finance, the differences in retail investing compared to gambling, and shares insights on closed-end funds. He even draws parallels between Seinfeld and investing, adding a touch of humor to serious topics!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 4min
Analyzing U.S. Stock Market Sentiment
03:35 • 6min
Retail Investors and Market Dynamics
10:00 • 21min
The Transformative Potential of AI in Modern Economics
30:50 • 2min
The Allure of Gambling: Trivia and Trends
32:48 • 2min
Understanding Market Inefficiencies
34:31 • 9min
Investing Icons: A Personal Mount Rushmore
43:43 • 3min
Exploring Global Market Divergences: China and India
47:09 • 6min