John Cochrane on Market Cycles, Inflation Dynamics, and the Role of AI in Investing

Prepare to take a deep dive into the intriguing world of finance with our esteemed guest, John Cochrane, fondly known as the Grumpy Economist. This episode promises to shed light on the complex aspects of market efficiency, survivorship bias, and the intricacies of performance evaluation. We explore the impact of market cycles on active managers and emphasize the need for a disciplined approach towards financial allocation strategies. Let's decode the relationship between interest rates ...