Stock Market Forecasts

Analysts make often gloomy forecasts about short-term expected returns and economic conditions in the stock market. There are two big problems with these forecasts: they often make investors nervous, and they are usually wrong.

Referenced in this episode:
- Do Financial Gurus Produce Reliable Forecasts? http://bit.ly/2sTOaQt
- Inverted Yield Curves and Expected Stock Returns http://bit.ly/2RFFXrm
- Equity Risk Premiums (ERP): Determinants, Estimation and Implications – The 2019 Edition https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3378246
- An Old Friend: The Stock Market's Shiller P/E https://www.aqr.com/Insights/Research/White-Papers/An-Old-Friend-The-Stock-Markets-Shiller-PE
- Market Timing: Sin a Little https://www.aqr.com/-/media/AQR/Documents/Insights/White-Papers/Market-Timing-Sin-a-Little.pdf

------------------
Follow Ben Felix on
- Twitter: https://twitter.com/benjaminwfelix
- LinkedIn: https://www.linkedin.com/in/benjaminwfelix/

Visit Rational Reminder: https://rationalreminder.ca/
Follow the Rational Reminder on:
- Twitter: https://www.twitter.com/RationalRemind

Visit PWL Capital: https://www.pwlcapital.com/teams/passmore-felix/

Follow PWL Capital on:
- Twitter: https://twitter.com/PWLCapital
- Facebook: https://www.facebook.com/PWLCapital
- LinkedIn: https://www.linkedin.com/company/pwl-capital/

You can find the Rational Reminder podcast on
Google Podcasts:
https://www.google.com/podcasts?feed=aHR0cHM6Ly9yYXRpb25hbHJlbWluZGVyLmxpYnN5bi5jb20vcnNz
Apple Podcasts:
https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
Spotify Podcasts:
https://open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA
------------------