Oct 11 2024 52 mins 90
Today's guest is Owen Lamont, a Portfolio Manager at Acadian Asset Management. He’s been on the faculty at Harvard, Princeton, Yale and the University of Chicago. He also writes the blog, Owenomics.
In today's episode, Owen walks through how he analyzes market bubbles and if the U.S. is in a bubble today. He touches on the rise of passive investing, the gamification of trading and why the U.S. stock market is Koreafying. Owen also shares his view on closed-end funds, short-selling, AI and what Seinfeld can teach us about investing.
(2:33) The four horsemen of bubbles
(9:57) Gamification of investing
(18:51) The U.S. Stock Market is Koreafying
(26:43) Gangnam Style
(30:46) Excitement about AI
(33:56) Why 2021 was a bubble
(38:08) Closed-end fund premiums
(42:12) Investing Mount Rushmore
(47:11) China's recent stock performance
(50:15) Impact of cultural investment preferences
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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