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1
Introduction
2
Science and Technology
3
History
4
The German example
5
Is history bunk
6
The Great Depression
7
Background Context
8
Monetary Policy
9
Money Supply
10
Cutting Taxes
11
Structural problems
12
Policy channels blocked
13
Negative inflation
14
Macro policy
15
Technological boom
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World history since 1500
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Income inequality
18
Wealth creation formula
Description:
Explore a thought-provoking panel discussion featuring prominent macro-investors and moderated by historian Niall Ferguson, delving into the role of historical knowledge in investment decision-making. Examine how past events can provide valuable insights into sovereign debt, equity, and commodity markets. Investigate whether investors, who are often evaluated on short-term performance, can benefit from studying centuries of historical data. Gain perspectives on various topics, including science and technology, the German economic model, the Great Depression, monetary policy, structural problems, technological booms, and wealth creation. Analyze the relevance of historical patterns in understanding the post-crisis world and making informed investment choices.

When Past Performance Is a Guide - Using History to Make Sense of the Post-Crisis World

Milken Institute
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