Robin Greenwood
speaker
31 appearances
1 recordings
1 series
first heard Jan 2026
last heard 10 Jan
Robin Greenwood’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.
Appearances
Bubble is...
I'm trying to answer your question without using the word asset, which is probably my favorite word in finance.
Like at the gym at Harvard Business School, there's the saying... Our gym is called Shad, and there used to be a running joke that if you'd hear lots of talk about an industry and Shad in the gym...
You know, that's a good bubble indicator.
So a bubble is something that we can point to as being irrationally valued relative to the value that it delivers.
That is what creates this fertile ground for the formation of a bubble.
Precisely because it is hard to figure out what the value of NVIDIA is, many different narratives about what NVIDIA could be can survive in the market.
I'm familiar with that view.
That view, and in fact, maybe it's that quote, originally motivated us because we wanted to rise to the Fama challenge.
of trying to statistically identify bubbles.
Exactly, exactly.
You motivated this.
So we wanted to look at every situation that was maybe a bubble and to say, what happens next?
So what happens over the next 24 months?
We were hoping that there was going to be some change.
Amazing marker of a bubble.
We did not find like that one thing where it is a slam dunk.
What we did find was that there's a constellation of things happening around bubbles that does make them somewhat predictable.
So the price kind of looks like it's ramping up rather than sort of going up steadily.
Exactly.
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