Stephen Foerster – In Pursuit of the Perfect Portfolio

Princeton UP Ideas Podcast | 2 August 2021 | 1h 01m | Listen Later | iTunes | Spotify
Interview with Stephen Foerster about his book In Pursuit of the Perfect Portfolio, co-authored with Andrew Lo. Discusses the contributions of Jack Bogle, Charley Ellis, Gene Fama, Marty Leibowitz, Harry Markowitz, Bob Merton, Myron Scholes, Bill Sharpe, Bob Shiller, and Jeremy Siegel to investment topics such as effective diversification, passive versus active investment, security selection and market timing, foreign versus domestic investments, derivative securities, nontraditional assets, irrational investing, and more.

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A Mortgage for A Cure

a16z | 30 May 2019 | 0h 33m | Listen Later  | iTunes
Interview with economist Andrew Lo discussing how to place an economic value on medicinal cures like gene and cell therapies, who should pay for what, and how. Also discusses the economics and risk of drug discovery and development and how markets might function more like biological systems than anything else.

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