We are so happy to bring you all our 200th episode, and who better to have on the podcast on this auspicious occasion than the legendary Professor Gene Fama? This is one of the most jam-packed episodes we have ever recorded, with Gene providing concise and thought-provoking answers to our many, many questions. After delving into the foundations of Gene's work and philosophy, covering market efficiency, and its competing theories, Gene entertains our queries about a wide range of ideas and models, and generously shares the decades worth of wisdom that he is so widely known for. We also find time to talk about retirement plans, inflation, cryptocurrencies, and the influence of machine learning. Towards the end of our conversation, our guest touches on some more personal ideas about productivity, his career, his partnership with Ken French, and what success means to him at this point. For a landmark episode, with a true hero of the evidence-based approach to investing, make sure not to miss this.
Timestamps:
0:00 Intro
5:39 Market Efficiency
12:18 Asset Pricing Models
23:38 Expected Returns
28:49 Portfolio Structure
40:18 Inflation
48:25 Theory vs Practice
1:04:15 Crypto
1:16:41 Success
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