The Four Horsemen Of The Stock Market Bubbles: Owen Lamont Reveals Them 

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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. www.acadian-as...
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.
To see links or read the transcript of the episode, visit us at www.themebfabe...
(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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