“Hard hitting revisit with tough questions. Unfortunately poorly and unconvincingly answered. Lau twists answers to end up with China great and Tiger parents great (tropes)! GDP growth and stock market performance NOT correlated., Difficult to convince Martin of the errors of his view when Martin’s income is dependent on perpetuating those views!!
B Portony=Blather! Dr Malkiel calls out ESG! Appreciate broad focus. Betterment was a sales job. Keep up hard questions! Gus Sauter interview tour-fe-force! Wish you had pressed him on International Bogle disagreement. Allen Roth interview was fantastic inside look! Ellis Extremely useful Skillful questions of active managers who lag indexes but are eloquent with dodgy explanations as to why Example recent Ariel interview!! Keep it up! Milevsky - endless professorial drivel Purity Labelling ESG very weak - lots of opinion very little objective evidence or rationale If EU so ESG perfect ?german banks bankrupt? VW example of ESG has worker participation, community ownership and Green efforts. Yet corrupt Desil scandal etc. would ESG future have us like France? Market will respond to these pressures does not need Purity labeling!!”
drshakal via Apple Podcasts ·
United States of America ·
09/20/23