Robert J. Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to see what was on his mind.
Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.
Jason Voss, CFA, shares stories about artificial intelligence (AI) hype, the mathematics of causation, and a real Transformer, among other topics.
The preference for cures over prevention is an alluring trap, writes Shreenivas Kunte, CFA, in Weekend Reads from India. Economists have a name for this well-known behavioral trait: time inconsistency.
Investment strategist Michael Mauboussin explains how investors could generate more accurate valuations and improve their investment decision making by avoiding common behavioral pitfalls.
“We need to make investment plans that adapt to market conditions and also take into account our own personal frailties,” says Andrew W. Lo.
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