Shows
Econ HangoverBack from Hiatus: Overvalued stocks, volatility, Over Confidence Bias, and the Keynesian Beauty contestHey everyone, Charming here! I've been kinda away from podcasting in the past months, I started a new job this year, my masters is still going on, and the whole pandemic made me focus in other things. Now back from hiatus ... in this episode I will be talking about overvalued stock, volatility, Chipotle, Tesla, overconfidence bias and the Keynesian Beauty contest.
Follow me in IG: @just_charming_777
For you to check it out:
https://corporatefinanceinstitute.com/resources/knowledge/trading-investing/overconfidence-bias/
https://en.wikipedia.org/wiki/Keynesian_beauty_contest
2020-05-3125 minEcon HangoverCorona Virus, Pulp Fiction, and Fat Tail RisksWhat does the corona virus outbreak has to do with Pulp Fiction (the movie), and Fat Tail Risk? The recent epimdemy created a general state of anxiety and attention in the world. The origins of the virus started off in a random manner, and this 'little flu' escalated into a mass threat to the modern human species. The movie Pulp Fiction, shows how random events can converge into a pattern given by serendipity. Many famous authors like Nassim Nicholas Taleb, have written about the exponential effects that we may face due to fast globalization and intense interconnectivity of systems...2020-02-0320 minEcon HangoverIs the 2020 recession really coming?We can all agree that 2019 was a tough year for the global economy, with the inversion of the U.S. Yield Curve, Trade war tensions, stagnation of Europe, Geo-political issues, and continue rise of populism. This uncertainty brought in the first months of 2019, led to a generalpessimism among financial journalists and analysts, which resulted in articles forecasting a major recession around the corner. However, by the end of last year we started to witness signs of stability and unlikeliness of a major breakdown in the world economy, and markets gave up the idea of a possible recession...2020-01-2027 minEcon HangoverAre major companies getting too big?In December 2019, markets have witnessed a 1.9 trillion U.S. dollar Market cap from Saudi Aramco, meanwhile, companies like Apple, and Microsoft have also reached Trillion dollar market values. However, have these companies reached financial levels that are just too much for an private organization to have? Some of these companies have values that are larger or close to GDP(nominal and PPP) of many major countries. Can this impose a threat for the modern economy? Curious? Than check this episode out!
follow our Twitter: https://twitter.com/EconHangover
follow our...2020-01-0728 minEcon HangoverOn the Philosophy of Science: Charming's Meditations on Empirical EconomicsHappy holidays from the Econ Hangover Podcast! In this last year episode for 2019, Charming discusses some of his opinions on the influence of empirical testing in economics. We all know that economics has a big influence from math, however, how good is that influence for the science and for society at large? Does it have many limitations? Charming contemplates his take on the good and the bad sides of this quantitative approach.
Follow us on Twitter: https://twitter.com/EconHangover
IG: @just_charming_777 and @econhangover
2019-12-2329 minEcon HangoverThe Charming Analysis: Tesla's heavyweight debt problemSo, did you like the newest Tesla Cyber Truck? Despite your hate or love for the Minecraft style car, is Tesla a solid company to invest? And most important, is Tesla a real contender in the future of the automotive industry? The future is uncertain, and definitely risky one for this bold company, however, if Tesla will succeed or fail, the truth is: They have been fighting in these last years. In this episode, Charming analyzes some of the key economic, business and financial aspects and trends of Tesla.
DISCLAIMER: THIS IS NOT A FINANCIAL ADVISORY...2019-12-0229 minEcon HangoverIntro to Behavioral Econ/finance:utility and rationality through the years.New mini series at the Econ Hangover podcast, where Charming explains the basics of Behavioral Econ(BE) . In this episode he walks through the years of study in utility and rationality. Why BE became so popular in the past years? Find out more! Intro by: https://youtu.be/pq2mrQiwIRs ; Gary Becker’s paper: https://www.nber.org/chapters/c3625.pdf2019-11-1829 minEcon HangoverUnderstanding millennials and Gen Z in the work force.The interpretation of work and career have changed. We are living in strange times with fast changes in the labor market, and different inclinations and preferences of young adults. Is the traditional 9-5 over, or it will prevail for millennials and gen z’s? Find out more in this week’s episode. Soundtrack: Fire by Ili, check her on Spotify- https://open.spotify.com/artist/3tjG0K124z3FLmEKGYRZEH?si=l-nDgn77TXWnH5XzkPmWtA . Sources: https://data.worldbank.org/indicator/SL.UEM.1524.ZS2019-11-0430 minEcon HangoverOn Popper’s Philosophy of science. Pt. IICharming talks about Popper’s dialogues on the historicist doctrine of social sciences. This means, that it is believed that social scientist are able to have the same forecasting precision as scientists in the hard sciences. What are the problems of this line of thinking ? How is this relevant to economics/finance and business? If you are curious, listen to find out! IG: @just_charming_13 . Intro: https://youtu.be/NEmIPDs9CZw2019-10-0721 minEcon HangoverThe good, the bad and the ugly sides of the economy/society with advanced automation and AI.Charming talks about three scenarios of what could happen in the future with the fast paced evolution in AI and robotics. Are we destined to become obsolete and live in a sci-if dystopia? Or these technologies will improve our society and conditions of life? Intro: https://youtu.be/vw3iCuCRm0Q2019-10-0428 minEcon HangoverOn Popper’s Philosophy of science. Pt. IIn this episode Charming talks about Karl Popper’s Formal Test of internal consistency (FTIC) theory. This is a method of evaluation which researchers should try to falsify the result of their studies, in order to identify if biases and/or distortions occurred given their ideologies and personal preferences.
Intro: https://youtu.be/BLx6fnxQw_k2019-10-0315 minEcon HangoverAI revolution, Creative destruction and Cyber punk dystopia. Pt. IIOmar and Al, continue their conversation about the consequences of AI being introduced in the current economy. As most things in economics there are many trade-offs that can impact society in a positive or negative way. Listen to this episode for more cool details. Intro song: https://youtu.be/2e82UetMJMk2019-09-1236 minEcon HangoverAI revolution, Creative destruction and Cyber punk dystopia. Pt. IOmar and Al, talk about the consequences of AI being introduced in the current economy. As most things in economics there are many trade-offs that can impact society in a positive or negative way. Listen to this episode for more cool details. Intro song: https://youtu.be/2e82UetMJMk2019-09-1027 minEcon HangoverSobre a economia dos EUA (uma outra recessão está por perto?)Curva de yield invertida, inflação baixa e a guerra comercial contra a China. Como está o futuro da economia americana, o que isso significa para o mundo? Se liga nesse episódio para ficar por dentro de mais detalhes! Intro: https://youtu.be/2e82UetMJMk2019-09-1027 minEcon HangoverVoltando a ativa com problemas técnicos no áudio e na economiaApós dois meses parados, Omar e Victor discutem sobre vários temas da economia brasileira e global. De medidas do BC ao Brexit. O episódio apresenta problemas técnicos mas o entusiasmo dos apresentadores foi muito maior!2019-08-2026 minEcon HangoverSerá que o Brasil vai entrar em recessão?Após apresentar um PIB abaixo das expectativas durante o primeiro trimestre de 2019,. O otimismo sobre o crescimento econômico do Brasil tem caído. Em um ano complexo politicamente para o Brasil, será que o país consegue crescer ainda? Ou estamos entrando em mais uma recessão? Neste episódio nossa breve análise do RE !2019-06-1038 minEcon HangoverQuebrando o gelo: A viabilidade econômica de sobreviver em um apocalipse zumbi.O que aconteceria com o sistema econômico na hipótese de um apocalipse zumbi? Existiria mercados? E mais importante... seria possível sobreviver? Descubra no primeiro episódio da série quebrando o gelo do RE! Intro: https://youtu.be/einl3CzAp1E2019-06-0323 minEcon HangoverA Economia do sistema solar: O passado, presente e futuro.Será que estamos chegando cada vez mais perto da realidade de filmes de ficção científica? Os avanços espaciais tem sido cada vez mais rápidos, e trazendo cada vez mais o interesse de governos e grandes corporações. Neste episódio discutimos como o exploração de recursos espaciais tem expandido nos últimos anos! Intro: https://youtu.be/einl3CzAp1E2019-05-2723 minEcon HangoverSobre a economia compartilhada: parte 2Neste episódio continuamos a conversa sobre este novo segmento da economia, falamos de empresas como AirBnb e Spotify que estão mudando a maneira de aproveitar momentos de lazer e os desafios destas inovações. Intro: https://youtu.be/einl3CzAp1E2019-05-2019 minEcon HangoverSobre a economia compartilhada: parte 1Neste episódio discutimos como empresas como Uber estão mudando a maneira de transporte e criando novos tipos de mercado. Intro: https://youtu.be/einl3CzAp1E2019-05-1319 minEcon HangoverVeículos elétricos: A indústria, China e Tesla.No segundo episódio da RE, Omar e Victor conversam sobre o futuro dos veículos elétricos, a dominação da China neste mercado e sobre o futuro da Tesla.2019-05-0631 min
Econ HangoverRBU - É possível?Ressaca econ- ep. 1 Renda básica universal (RBU). Discutimos sobre os pontos positivos , negativos e a viabilidade financeira da RBU para o futuro da sociedade.2019-04-2931 min