Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Mental Models: COVID-19 Stock Market Rallies: #53
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Content provided by Mental Models Podcast | Behavioral Finance, Dr. Daniel Krawczyk, George Baxter, JD, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mental Models Podcast | Behavioral Finance, Dr. Daniel Krawczyk, George Baxter, JD, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Global economy has stalled in early 2020 due to COVID-19 and governments have provided stimuli. The stock market has rallied; SMP is up from the bottom which is the most dramatic rise of the market EVER! CONCERN: exuberance in the market does not take into account the return to normal, as there is a new normal, which is still unknown. Narratives fill the gaps of unknown reality, and the narratives are less reliable than ever before, since analogies are made in the context of experience. Many business will be gone, or have take on significant indebtedness. Largely what has driven the stock market to rally is corporations borrowing at low interest rates, then buying more expensive equity. TWO trillion $ of equity expansion! “Punctuated Equilibrium” by Stephen J. Gould explain the evolution of ecological system of the stock market and the global business system. In the current business world the environmental shifts in business have created a ‘disequilibrium’ due to breaks in business and lifestyle. This alteration in business ecological system is looking for ‘Equilibrium’, which is not likely to occur very soon, and possibly not without a vaccine for COVID-19! Stay safe and healthy out there! For more on best investing strategies, avoiding bias and learning about your brain BUY 5 star reviewed “Understanding Behavioral Bia$” on Amazon - link here: http://amzn.to/2XHtsOE Links: Robinhood to track individual investors on individual stocks. https://robinhood.com/us/en/ Punctuated Equilibrium by Stephen J. Gould. https://www.hup.harvard.edu/catalog.php?isbn=9780674024441 Peppered moth of UK. https://www.bbc.com/news/science-environment-36424768 Have you heard ‘Mental Models: Reflexivity: #20’ by Mental Models Podcast | Behavioral Finance https://soundcloud.com/user-682136294/mental-models-reflexivity-20
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72 episodes
Mental Models: COVID-19 Stock Market Rallies: #53
Mental Models Podcast It's not a brain in a jar, that's the gist!
MP3•Episode home
Manage episode 260991800 series 2503320
Content provided by Mental Models Podcast | Behavioral Finance, Dr. Daniel Krawczyk, George Baxter, JD, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mental Models Podcast | Behavioral Finance, Dr. Daniel Krawczyk, George Baxter, JD, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Global economy has stalled in early 2020 due to COVID-19 and governments have provided stimuli. The stock market has rallied; SMP is up from the bottom which is the most dramatic rise of the market EVER! CONCERN: exuberance in the market does not take into account the return to normal, as there is a new normal, which is still unknown. Narratives fill the gaps of unknown reality, and the narratives are less reliable than ever before, since analogies are made in the context of experience. Many business will be gone, or have take on significant indebtedness. Largely what has driven the stock market to rally is corporations borrowing at low interest rates, then buying more expensive equity. TWO trillion $ of equity expansion! “Punctuated Equilibrium” by Stephen J. Gould explain the evolution of ecological system of the stock market and the global business system. In the current business world the environmental shifts in business have created a ‘disequilibrium’ due to breaks in business and lifestyle. This alteration in business ecological system is looking for ‘Equilibrium’, which is not likely to occur very soon, and possibly not without a vaccine for COVID-19! Stay safe and healthy out there! For more on best investing strategies, avoiding bias and learning about your brain BUY 5 star reviewed “Understanding Behavioral Bia$” on Amazon - link here: http://amzn.to/2XHtsOE Links: Robinhood to track individual investors on individual stocks. https://robinhood.com/us/en/ Punctuated Equilibrium by Stephen J. Gould. https://www.hup.harvard.edu/catalog.php?isbn=9780674024441 Peppered moth of UK. https://www.bbc.com/news/science-environment-36424768 Have you heard ‘Mental Models: Reflexivity: #20’ by Mental Models Podcast | Behavioral Finance https://soundcloud.com/user-682136294/mental-models-reflexivity-20
…
continue reading
72 episodes
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