John Maynard Keynes, every mention
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every year anyone Ted Seides 14Jeremy Grantham 10Larry Siegel 2Michael Carmen 1James Aitken 1Gavin Baker 1Baroness Dambisa Moyo 1Ashvin Chhabra 1Andy Redleaf 1
Verbatim, from the transcripts: the passages where John Maynard Keynes comes up
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 10:18 Baroness Dambisa Moyo We swing back from more Karl Marx, more Keynes, more Hayek, more Smith, but when it comes down to we don't know what creates economic growth.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 33:57 Jeremy Grantham To credit Keynes, he lays all this out. 6 times in the scene
- ▶ 36:08 Jeremy Grantham Keynes said that clients' patience is not as long as the market's ability to be irrational.
- ▶ 45:58 Jeremy Grantham And Keynes, my one and only hero, makes this point that the best laid plans go awry.
- ▶ 50:18 Jeremy Grantham To run such a beast, you have to have highly defined political skills, and the key to a political skill is Keynes Chapter 12.
- ▶ 1:06:01 Jeremy Grantham Keynes, once again, he said extrapolation is the convention we adopt, even though we know from personal experience that it is not the case.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 25:51 Gavin Baker That's John Maynard Keynes, but not many people can do it.
Ben Hunt - The Stories that Drive Markets (EP.393)
- ▶ 19:30 Ted Seides This all reminds me a little bit of the Keynes beauty contest. 3 times in the scene
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 48:53 Michael Carmen I remember the old Keynes line, when the facts change, I change my mind.
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 20:34 Ashvin Chhabra So I wrote this as the paper Beyond Markowitz, which I'm happy to say has really got legs, and as you know, the publishers put it together with Keynes and Fisher Black as one of the seminal papers of the industry, and so in that sense,…
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 32:18 Larry Siegel Keynes, the great economist, said that governments should engage in deficit spending during downturns and build up a surplus or a reserve during periods of growth, which is most of the time. 2 times in the scene
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
- ▶ 4:32 Ted Seides We then turn to stories from his book about Ben Graham, Jesse Livermore, Jack Bogle, Stan Druckenmiller, John Maynard Keynes, Charlie Munger, and Chris Saka.
- ▶ 20:14 Ted Seides But yeah, and your chapter on Keynes is sort of another good example of that. 10 times in the scene
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 7:29 James Aitken History and economic in history, and you know, not just a road to serfdom type stuff or canes, but all these other references and historical perspectives that, frankly, I knew nothing about, and that's when I, I mean, I've always been a…
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
- ▶ 16:27 Andy Redleaf Now, I think late, late sixties, and I guess Keynes had the quote that about everybody really being run by some dead economist and finance, and he was still alive, but you know, Milton Friedman's fingerprints are all over that kind of