Robert Shiller, every mention

4 scenes (2017) · ← back to Robert Shiller

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every year 2017 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

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Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32) Nov 27, 2017 · 2 mentions

  • ▶ 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) Oct 9, 2017 · 1 mention

  • ▶ 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) May 2, 2017 · 5 mentions

  • ▶ 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.
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