We are a Filipino-Chinese couple living in the heart of Manila. We have been together for 20 years and decided to make this podcast to share our life experiences. Our podcast has no format and may discuss random things like relationships, recommended food in Binondo or about our philosophy in life. If you like our podcast, don’t forget to click the subscribe/follow button and give us a 5 star rating ^.^ Please visit our FB page @kwentuhansessionsph and ig page @kwentuhansessions. You can als ...
…
continue reading
Вміст надано DM Podcasts and Joe Walker. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією DM Podcasts and Joe Walker або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Схожі до The Joe Walker Podcast
Join two of the stars from Real Housewives of Potomac, Gizelle Bryant and Robyn Dixon, as they team up for their new podcast Reasonably Shady. The show features conversations about being fearless women as they recount stories from their exciting lives. Topics include dating, relationships, marriage, entrepreneurs, motherhood, style, glam, current events and more! Join Gizelle and Robyn for Reasonably Shady!
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continue reading
“LA Made” is a series exploring stories of bold Californian innovators and how they forever changed the lives of millions all over the world. Each season will unpack the untold and surprising stories behind some of the most exciting innovations that continue to influence our lives today. Season 2, “LA Made: The Barbie Tapes,” tells the backstory of the world’s most popular doll, Barbie. Barbie is a cultural icon but what do you really know about her? Hear Barbie's origin story from the peopl ...
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Imperfect Paradise is an award-winning weekly narrative podcast showcasing California stories with universal significance, hosted by Antonia Cereijido. Each deeply reported story is driven by characters who illuminate aspects of American identity and underscore California's reputation as a home for dreamers and schemers, its heartbreaking inequality, its varied and diverse communities, its unique combination of dense cities and wild places. New episodes premiere Wednesdays, with broadcasts o ...
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Travel, at its best, changes the way we see the world. Join us each week as we dig into stories from people who took a trip—and came home transformed. Travel Tales by AFAR is your ticket to the world, no passport required. Find more inspiration at afar.com/traveltales.
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As She Rises brings together local poets and activists from throughout North America to depict the effects of climate change on their home and their people. Each episode carries the listener to a new place through a collection of voices, local recordings and soundscapes. Stories span from the Louisiana Bayou, to the tundras of Alaska to the drying bed of the Colorado River. Centering the voices of native women and women of color, As She Rises personalizes the elusive magnitude of climate cha ...
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Love stories from listeners of Barangay LSFM are featured in this weekly radio program. Listen in as Papa Dudut reads the letter of a "kabarangay" who shares his/her heartfelt experience. A dramatization brings the audience closer to feeling the joy, the pain, the ups and downs of being in love--something that each one of us can relate to.
…
continue reading
Stories of the human heart. A candid, unscripted conversation between two people about what's really important in life: love, loss, family, friendship. When the world seems out of hand, tune in to StoryCorps and be reminded of the things that matter most.
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continue reading
From Michael Lewis and Against The Rules comes a special series – Judging Sam: The Trial of Sam Bankman-Fried. Judging Sam will follow the daily courtroom drama as the former FTX CEO is tried for financial crimes, with expert commentary from author and Against the Rules host Michael Lewis, reporter and Against the Rules producer Lidia Jean Kott, finance journalist and What’s Your Problem host Jacob Goldstein, as well as legal experts and journalists who cover cryptocurrency and the law. iHea ...
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Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
Переходьте в офлайн за допомогою програми Player FM !
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What I Learned In 2020 - John Hempton
Manage episode 300092991 series 2620738
Вміст надано DM Podcasts and Joe Walker. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією DM Podcasts and Joe Walker або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
John Hempton is co-founder and Chief Investment Officer at Bronte Capital.
Show notes
Selected links
- Follow John: Blog | Twitter
- 'Approaches to Studying Policy Representation', paper by David Broockman
- 'Indebted Demand', paper by Atif Mian, Ludwig Straub and Amir Sufi
Topics discussed
- Lessons from past market cycles. 4:51
- Astarra-Trio. 10:43
- Retail investors: Welcome to the party. 24:14
- When John met Jim (Simons). 28:13
- Can you predict market tops? 33:00
- Are there any good reasons for believing this time really is different? 40:37
- The Dunning-Kruger effect is everywhere. 52:18
- A behavioural model of the coronavirus. 55:45
- The illusion of the political centre. 1:10:19
- How inequality may be distorting monetary policy, and vice versa. 1:23:00
- SPAC attack. 1:26:03
- The puzzle of Middleby. 1:31:15
- Bull masturbating. 1:33:01
- 2020: a year of puzzles. 1:42:30
See omnystudio.com/listener for privacy information.
139 епізодів
Поширити
Manage episode 300092991 series 2620738
Вміст надано DM Podcasts and Joe Walker. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією DM Podcasts and Joe Walker або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
John Hempton is co-founder and Chief Investment Officer at Bronte Capital.
Show notes
Selected links
- Follow John: Blog | Twitter
- 'Approaches to Studying Policy Representation', paper by David Broockman
- 'Indebted Demand', paper by Atif Mian, Ludwig Straub and Amir Sufi
Topics discussed
- Lessons from past market cycles. 4:51
- Astarra-Trio. 10:43
- Retail investors: Welcome to the party. 24:14
- When John met Jim (Simons). 28:13
- Can you predict market tops? 33:00
- Are there any good reasons for believing this time really is different? 40:37
- The Dunning-Kruger effect is everywhere. 52:18
- A behavioural model of the coronavirus. 55:45
- The illusion of the political centre. 1:10:19
- How inequality may be distorting monetary policy, and vice versa. 1:23:00
- SPAC attack. 1:26:03
- The puzzle of Middleby. 1:31:15
- Bull masturbating. 1:33:01
- 2020: a year of puzzles. 1:42:30
See omnystudio.com/listener for privacy information.
139 епізодів
Усі епізоди
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Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.
Схожі до The Joe Walker Podcast
We are a Filipino-Chinese couple living in the heart of Manila. We have been together for 20 years and decided to make this podcast to share our life experiences. Our podcast has no format and may discuss random things like relationships, recommended food in Binondo or about our philosophy in life. If you like our podcast, don’t forget to click the subscribe/follow button and give us a 5 star rating ^.^ Please visit our FB page @kwentuhansessionsph and ig page @kwentuhansessions. You can als ...
…
continue reading
Join two of the stars from Real Housewives of Potomac, Gizelle Bryant and Robyn Dixon, as they team up for their new podcast Reasonably Shady. The show features conversations about being fearless women as they recount stories from their exciting lives. Topics include dating, relationships, marriage, entrepreneurs, motherhood, style, glam, current events and more! Join Gizelle and Robyn for Reasonably Shady!
…
continue reading
“LA Made” is a series exploring stories of bold Californian innovators and how they forever changed the lives of millions all over the world. Each season will unpack the untold and surprising stories behind some of the most exciting innovations that continue to influence our lives today. Season 2, “LA Made: The Barbie Tapes,” tells the backstory of the world’s most popular doll, Barbie. Barbie is a cultural icon but what do you really know about her? Hear Barbie's origin story from the peopl ...
…
continue reading
Imperfect Paradise is an award-winning weekly narrative podcast showcasing California stories with universal significance, hosted by Antonia Cereijido. Each deeply reported story is driven by characters who illuminate aspects of American identity and underscore California's reputation as a home for dreamers and schemers, its heartbreaking inequality, its varied and diverse communities, its unique combination of dense cities and wild places. New episodes premiere Wednesdays, with broadcasts o ...
…
continue reading
Travel, at its best, changes the way we see the world. Join us each week as we dig into stories from people who took a trip—and came home transformed. Travel Tales by AFAR is your ticket to the world, no passport required. Find more inspiration at afar.com/traveltales.
…
continue reading
As She Rises brings together local poets and activists from throughout North America to depict the effects of climate change on their home and their people. Each episode carries the listener to a new place through a collection of voices, local recordings and soundscapes. Stories span from the Louisiana Bayou, to the tundras of Alaska to the drying bed of the Colorado River. Centering the voices of native women and women of color, As She Rises personalizes the elusive magnitude of climate cha ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Love stories from listeners of Barangay LSFM are featured in this weekly radio program. Listen in as Papa Dudut reads the letter of a "kabarangay" who shares his/her heartfelt experience. A dramatization brings the audience closer to feeling the joy, the pain, the ups and downs of being in love--something that each one of us can relate to.
…
continue reading
Stories of the human heart. A candid, unscripted conversation between two people about what's really important in life: love, loss, family, friendship. When the world seems out of hand, tune in to StoryCorps and be reminded of the things that matter most.
…
continue reading
From Michael Lewis and Against The Rules comes a special series – Judging Sam: The Trial of Sam Bankman-Fried. Judging Sam will follow the daily courtroom drama as the former FTX CEO is tried for financial crimes, with expert commentary from author and Against the Rules host Michael Lewis, reporter and Against the Rules producer Lidia Jean Kott, finance journalist and What’s Your Problem host Jacob Goldstein, as well as legal experts and journalists who cover cryptocurrency and the law. iHea ...
…
continue reading
Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
Переходьте в офлайн за допомогою програми Player FM !
