article thumbnail

Podcast links: fake podcast invites

Abnormal Returns

(spyglass.org) Economy Barry Ritholtz talks with Bill McBride about which economic data really matters. ritholtz.com) James Pethokoukis talks economic optimism with Ed Yardeni. fasterplease.substack.com) Derek Thompson talks with Ravi Agrawal, the editor-in-chief of Foreign Policy magazine, about India under Modi.

article thumbnail

Sunday links: when irrationality takes over

Abnormal Returns

ft.com) Strategy Why you can ignore all the magazine cover commentary. bonddad.blogspot.com) The economic schedule for the coming week. Markets Market valuations aren't that helpful in the short term. tker.co) The U.S. yield curve has been inverted for a record amount of time. ft.com) Industrial production is fading.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

10 Friday AM Reads

The Big Picture

Blame History for Making Recession Calls So Hard : The National Bureau of Economic Research has been putting dates on downturns since 1929 — well before there was such a thing as gross domestic product ( Bloomberg ) see also Does This Look Like a Recession To You? . Quanta Magazine ). citizens.

License 281
article thumbnail

MiB: Liz Ann Sonders, Schwab Chief Investment Strategist

The Big Picture

She has been named best market strategist by Kiplinger Personal Finance and one of SmartMoney magazine’s Power 30. His latest book is “ Economics in America: an immigrant economist explores the land of inequality.” trillion on its platforms. She has also been named to Barron’s 100 Most Influential Women in Finance.

Investing 173
article thumbnail

10 Thursday AM Reads

The Big Picture

The Review of Economic Studies ). • Quanta Magazine ). Be sure to check out our Masters in Business interview this weekend with Anat Admati, Professor of Finance and Economics at Stanford University Graduate School of Business. Biases are positively correlated within person, especially after adjusting for measurement error.

Economy 269
article thumbnail

10 Weekend Reads

The Big Picture

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The A to Z of economics : Economic terms, from “absolute advantage” to “zero-sum game”, explained to you in plain English. ( The weekend is here! was responsible for two phenomenally destructive innovations.

Banking 295
article thumbnail

MiB: Hannah Elliott on Hypercars & EVs 

The Big Picture

Be sure to check out our Masters in Business next week with Anat Admati, Professor of Finance and Economics at Stanford University Graduate School of Business.

Economics 309