Behind The Markets Podcast: Adam Kobor & Thomas Philips
Play • 35 min

Show from 11/27/20


Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework.


Guests:

Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"


Thomas Philips - Adjunct professor in the department of finance and risk engineering at NYU's Tandon School of Engineering, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"


Read their paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3443289


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