Finance & Fury Podcast

Welcome to Finance and Fury, the Furious Friday edition. Today – want to look at market theory versus reality – because a lot of market theory doesn’t hold up – so are the markets truly changing? Is this just a short term divergence prior to markets going back to match traditional investment theory? Or are markets transitioning to an entirely new systemic paradigm – If so - Metrics of the past will not be able to predict how markets behave according to expectations In this episode – have a look at some theories of market changing – later in probably another episode - want to focus on something else I haven’t covered – Want to look at an alternative view – such as looking at social dynamics shifting in society – Summary Strauss–Howe generational theory – similar to the K Wave theory – but apply this to markets next episode To start – let’s look at Theories versus reality – essentially, what should happen versus what is happening Most existing theories of economics and the financial system cannot match su