John Hempton is co-founder and Chief Investment Officer at Bronte Capital.Show notes

Selected links
Follow John: Blog | Twitter
'Approaches to Studying Policy Representation', paper by David Broockman
'Indebted Demand', paper by Atif Mian, Ludwig Straub and Amir Sufi




Topics discussed
Lessons from past market cycles. 4:51
Astarra-Trio. 10:43
Retail investors: Welcome to the party. 24:14
When John met Jim (Simons). 28:13
Can you predict market tops? 33:00
Are there any good reasons for believing this time really is different? 40:37
The Dunning-Kruger effect is everywhere. 52:18
A behavioural model of the coronavirus. 55:45
The illusion of the political centre. 1:10:19
How inequality may be distorting monetary policy, and vice versa. 1:23:00
SPAC attack. 1:26:03
The puzzle of Middleby. 1:31:15
Bull masturbating. 1:33:01
2020: a year of puzzles. 1:42:30

John Hempton is co-founder and Chief Investment Officer at Bronte Capital.<h1>Show notes</h1>Selected links<ul>
<li>Follow John:<a href="http://brontecapital.blogspot.com/"> Blog</a> |<a href="https://twitter.com/John_Hempton?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor"> Twitter</a>
</li>
<li>'Approaches to Studying Policy Representation',<a href="https://onlinelibrary.wiley.com/doi/10.1111/lsq.12110"> paper</a> by David Broockman</li>
<li>'Indebted Demand',<a href="https://scholar.harvard.edu/files/straub/files/mss_indebteddemand.pdf"> paper</a> by Atif Mian, Ludwig Straub and Amir Sufi</li>
</ul> Topics discussed<ul>
<li>Lessons from past market cycles. 4:51</li>
<li>Astarra-Trio. 10:43</li>
<li>Retail investors: Welcome to the party. 24:14</li>
<li>When John met Jim (Simons). 28:13</li>
<li>Can you predict market tops? 33:00</li>
<li>Are there any good reasons for believing this time really is different? 40:37</li>
<li>The Dunning-Kruger effect is everywhere. 52:18</li>
<li>A behavioural model of the coronavirus. 55:45</li>
<li>The illusion of the political centre. 1:10:19</li>
<li>How inequality may be distorting monetary policy, and vice versa. 1:23:00</li>
<li>SPAC attack. 1:26:03</li>
<li>The puzzle of Middleby. 1:31:15</li>
<li>Bull masturbating. 1:33:01</li>
<li>2020: a year of puzzles. 1:42:30</li>
</ul>

Joe Walker hosts refreshingly in-depth conversations with founders, scientists, scholars, economists, and public intellectuals.

(Formerly 'The Jolly Swagman Podcast'.)

Joe Walker hosts refreshingly in-depth conversations with founders, scientists, scholars, economists, and public intellectuals.
(Formerly 'The Jolly Swagman Podcast'.)

Joe Walker hosts refreshingly in-depth conversations with founders, scientists, scholars, economists, and public intellectuals.

The Joe Walker Podcast

The JSP is a weekly exploration of questions that are both important and overlooked. Joe Walker, a former political speechwriter helping to build a Y Combinator-backed startup, hosts refreshingly in-depth conversations. Topics cover capitalism, science, business, culture and politics. Guests include Nobel laureates, former prime ministers, authors, entrepreneurs, investors and thought-leaders. Australia's best long-form podcast. A space for curious contrarians.

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