Last month, I gave a presentation at the Markus’ Academy at Princeton’s Bendheim Center for Finance. You can find the full video of the event below.
If you are a regular reader, none of these concepts will be unfamiliar (they are at least as as old as that picture of me!) However, this may be the first time I strung all of these concepts together in one specific hour.
Barry Ritholtz on Market Values, Cycles and Bubbles
See a PDF of the slide deck presentation here