The Rational Reminder Podcast: (Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation (EP.125) (opens in new tab)

On today’s show, we explore rational explanations for pricing bubbles, how the concept of human capital relates to financial decisions, and a whole lot more! We kick things off with a discussion of Ashley Whillans’ book Time Smart, which explores proven strategies for improving your ‘time affluence’. Diving into this week’s portfolio topic, we use a previous discussion about Carlota Perez’s model for technological revolutions as a springboard to introduce Lubos Pastor and Pietro Veronesi’s ma...