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吳淡如人生實用商學院

EP1127【吳淡如】小心!聰明錢效應與泡沬共舞

07 Jul 2023

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就讓我們回顧一下歷史教訓, 2000年左右是美國高科技泡沫化最厲害的時候, 當時有很多對沖基金非常賺錢,每個都很開心的說自己打敗巴菲特, 直至最後泡沫破裂留下一地雞毛, 當時有位芝加哥大學的教授非常好奇, 難道華爾街最聰明的那些基金經理人都沒發現異狀嗎? 也就是這個研究,發現了一個奇特現象, 就是與泡沬共舞的聰明錢效應(Smart Money Effect),聰明錢真的聰明嗎? -- Hosting provided by SoundOn

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