Robert Shiller, every mention
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tap a year for its mentions
every year anyone Ben Inker 8Patrick O'Shaughnessy 4Paul Johnson 2Ted Seides 1Michael Batnick 1Jason Klein 1David Zorub 1
Verbatim, from the transcripts: the passages where Robert Shiller comes up
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
- ▶ 20:03 David Zorub Now, here we're all familiar with behavioral finance and decision making, and to a degree that's what we're talking about, but really what we're talking about is the classic noise trader model that Schiller and those guys got the Nobel…
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
- ▶ 25:29 Michael Batnick And I think about Gene Fama winning the Nobel Prize and sharing it the exact same year with Bob Schiller, diametrically opposed views.
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 12:01 Paul Johnson Schiller, Kahneman, Tversky, and Thaler's behavioral fits perfectly into this. 2 times in the scene
Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)
- ▶ 49:40 Jason Klein So if you look at all of the traditional valuation metrics, uh, Cape, Schiller, stock markets, GDP, Tobin's Q, those, almost all of those metrics are top decile type figures at this moment.
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 24:34 Patrick O'Shaughnessy Yeah, so using Shiller PE specifically, which is probably the most quoted one, and maybe the cleanest. 4 times in the scene
- ▶ 48:45 Ted Seides Um, in fact, I think from this starting Shiller PE valuation from nine and a half years ago, this was the best, if not one of the best tenure periods ever.