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Jason Chen
เข้าร่วมเมื่อ 12 ก.พ. 2012
วีดีโอ
Covid-19, the Black Swan We Fear_
มุมมอง 1864 ปีที่แล้ว
With infection rates rising globally, will Covid 19 be the feared black swan event that will derail the longest economic boom cycle in history? How will governments and central bankers respond to this new crisis. Will it be both monetary and fiscal policies to help cushion this downtrend or are there no policy options for what is effectively a health crisis? To find out, we speak to Andy Xie, I...
化解贸易战 谢国忠，让世界听到中国声音，谋全球稳定和谐 金石财经20180405
มุมมอง 1405 ปีที่แล้ว
化解贸易战 谢国忠，让世界听到中国声音，谋全球稳定和谐 金石财经20180405
A recession in Hong Kong is 'inevitable,' says economist Andy Xie 谢国忠
มุมมอง 8235 ปีที่แล้ว
Andy Xie, an independent economist, says Hong Kong's business people have political power and are "running the place," and that's what's "causing the trouble" in the city.
The dollar yuan could go 'significantly above' 7 Andy Xie
มุมมอง 5435 ปีที่แล้ว
The dollar yuan could go 'significantly above' 7 Andy Xie
谢国忠有两个手机BusinessMatters-20190501-TensionMountsInVenezuela
มุมมอง 4235 ปีที่แล้ว
谢国忠有两个手机BusinessMatters-20190501-TensionMountsInVenezuela
Let Bob answer…ok?
这个刘小光，啥玩意
@@林骏-n8q 可以去查查
Who the fuck do u think u are, u are talking to a Noble prize winner
强哥加油💪
Andy is the man
Nice talk
东哥说 社会终究会进步的 现在还这么想吗。当假货拼多多出来打破秩序窃取消费者情报 假货仿卖货充满市场还被消费者买账 当法治和谈论自由的权利戛然而止。。。
多好呀 大家都有钱赚的时代！
阴道 是 一种器具 成了一种资本
What is this? There is such a mismatch between the shallowness of the questions they're asking and the depth of the research they're asking them about. This hurts my brain.
京东平台专员乱判断，有客户在我这里购买商品，商品己注明七无理由退货（破损不可退），但是強制給退货，找平台客服理论。客服說可拒收，而且12月25号开要求专员解释破损为什么可以退，商品己拒收怎样处理，现货品及货款己在顾客手上，如何处理，得到答案48小时回复，最后1月10日专员回复说你不应拒收，平台教商家拒收最后不𠄘认。太可分 1月3日顾客在商家购买商品，不想要，选择退款，商家发协商要求改退货退款，顾客拒收商品产費用还要商家𠄘担，申诉說不行
决定国家的永远不是一小部分人而是广大的人的人性
你看空的房价终于跌了。但是造就打到你的止损了吧
22:47 两三年的时间窗口整好被涨价去库存完美错过。。
什么叫真？ 什么又叫假？
自己百度去 实在不行 Google
Cochrane Will be the next Nobel prize.
Obama or Kamala Harris will be elected in 2024.
别玩汇率
Who are these ignoramus interviewers who keep interrupting Shiller?
还是可以听有价
Markets are not efficient because people are not rational. That is the single biggest indictment of the entire MPT framework.
you can't beat the market. the market means the long term s and p 500. buy index funds. vanguard world index fund.
What baffles me is why Robert Shiller would wast his time with such media whores.
You can’t beat the market?? Tell Ed Seykota who turned $5000 to $15,000,000 in 10yrs! 🤑🤑. Or Soros or Drunkemiller who put all $7,000,000,000 in one basket in Sterling and made 1 Billion in 1day.!
The value style doesn't beat the market on a risk adjusted basis so it doesn't violate the effecient market hypothesis. The value premium is compensation for risk.
There are a lot of stuff wrong with what you are saying there. First and foremost, value generally has lower standard deviation ane lower beta than 'growth' stocks. So if anything, value will look better on a risk adjusted basis than it does without it. Secondly, many people who oppose EMH also oppose the notion that standard deviation is any meaningful measure of risk, so the argument is rather meaningless. And finally, if risky assets can be relied upon to outperform then they aren't exactly risky, so there is a fundamental misnomer in the idea that you can reliably take on risk to gain expected return.
@@theWebWizrd You have some reasonable points but you miss the fact that Value have other types of risk associated with it, besides standard deviation. Career risk is a big one. Hypothetically, let's say I can construct a portfolio that is 100% guaranteed to outperform on a ten or twenty year horizon but is also guaranteed to underperform 90% of months then I would like to invest in this and probably so would you. But, professional money managers they cannot invest in this. They will get fired if they do because they are evaluated on a quarterly basis. This is called career risk and it's a very real risk associated with value. This risk is not diversifiable and will stick around forever. The portfolio I described is a pretty good model for value. It always wins in the long run and it always sucks in the short run. Proffesionals cannot invest in stuff like this. They get fired. There are other similar risks associated with value that are also not diversifiable and are also not captured by STD but I will leave it here to avoid writing a book.
@@theWebWizrd such great definitions, and language I hope with this I can make more money... But the academics are academics, they ain't businessmen...
哈哈
Fama believes markets are perfect, they aren't perfect they are just the best we have got.
yeah - the guy on the left is not even in the same league as Robert Shiller.
那京东做大了，国内那些经销商，各种代理商，是不是得拉胯了，他们不恨死京东？
不会，你在京东自营买个100块钱的东西它会给你电子发票，13%税票它必须交给国家13块钱。别的地方95块钱你不要他不一定给你发票，假如有一半的人图便宜而且不知道要发票的情况下那你在京东买两件一共200块钱的东西京东收到174，别的地方两件190块钱但是只有一件给你发票的情况下他们会收入177元，只要消费者不知道要发票他们一直会比京东赚得多
Behaviorists seem to use hindsight examples to demonstrate market inefficiencies. Fama would ask, "Okay. I'll accept that, but how do I use that knowledge to predict anomalies?". Behaviorist can't really provide a helpful answer here.
Yes, they can. In this very video Shiller points to fads. So look at people predicting a downfall in hyped things like Bitcoin, NFTs, Tesla, NVIDIA and other AI stocks, or even just people predicting that the US stock marked will lag the next 5-10 years due to high index P/E. These are all predictions that are impossible to make with any degree of certainty - zero- under EMH.
I know war theory and phil Geography Loads of things I can beat it easily
.
"... optimal expectations of future craziness." I think I've found my new motto.
Just what's your title s sumup Mista
以后估计见不到了
说真话难啊
🐷惹的祸
猪头肉好吃吗？
美味
我有可能见过胡舒立，在我前妻的住处。她参加基督教查经活动。 肯定都是找我，我连找人家的想法就没有。 通常是遇到大麻烦了。 见我后并不敢和我多说话，主要是回去后说找过我，威慑别人。
东哥做大了 遵纪守法是对东哥最有利的条件，当一个小作坊完全遵纪守法 是很难做的。
经典
I thought it was already a democracy, a socialist democracy.
It is not OK when the interviewer speaks more than the guest (Schiller).
Long on shrimp?
Interpretation: Markets are both efficient and inefficient. The big picture (news) or longterm is efficient. The day trader picture (emotion) or very short term is inefficient. Analogous to the distant bend in the road becomes straighter closer up. Markets are efficient in the distance and inefficient close up. Chaotic close, Ordered far away. “No thing under the sun is new.” (Ecclesiastes 1:9).
If they are both, then they are neither, then they are inefficient, no matter the horizon :)
ulan bırakın adam konuşsun
格局决定成败 强子的企业价值观还是很好的 👌 牛逼
现在又回来看谢国忠的忠告，可惜又灵验了！中国的资产抵押债券 (Collateralised Debt Obligations CDO) 通过 P2P 网贷市场爆发性吸收民间贷款，就连地方政府融资平台都滥用来支撑它们的烂债。现在全都爆了，一片狼藉！至于人民币债券市场，违约一片！中国的次”应收账款“和美国的次级房贷一个样，烂！
老罗牛逼
In your dream 💭
Jason Chen thank you for you upload so many finance videos！
😀
Honestly this was frustrating to watch. Let the man speak.
确实是屁股决定脑袋