Ed Hyman on How Investors Should Use Economic Data

This podcast episode explores the career and insights of Ed Hyman, a legendary figure on Wall Street. Hyman's practical approach to economics, influenced by Peter Lynch and his background in engineering, has been key to his success. The episode also discusses the evolution of data resources, the history and challenges faced by ISI, Hyman's unique approach to market analysis, the difficulty of predicting recessions, and the potential for a recession in the near future. The impact of monetary policy, China's economic slowdown, and the global economic outlook are also discussed. The episode concludes with advice for recent college graduates in the investment industry.

Outlines

Sign in to continue reading, translating and more.

Continue

Masters in Business

Ed Hyman: The Man Who Dominated Economic Analysis for 43 Years

The Evolution of Data Resources: From Punch Cards to Cloud-Based Data Sharing

ISI: A Research and Asset Management Powerhouse

Forecasting the Future: Challenges and Strategies

The Power of Marked-Up Charts: A Unique Insight into Market Cycles

The Elusive Recession: Economist Consensus and Historical Perspective

Recessions, Inflation, and a Look Back at the 70s

The Influence of Milton Friedman and the Money Supply on Inflation

The Impact of Transparency and Lags in Monetary Policy

China's Economic Slowdown: Implications for the Global Economy

Global Economic Outlook: China, Europe, and the US Economy

The Challenges of Information Overload and the Importance of Mentors and Books

Ed Hyman's Advice for Recent College Grads and Lessons Learned Over 50 Years in Investing

Ed Hyman on How Investors Should Use Economic Data

Masters in Business

00:00Ed Hyman: The Man Who Dominated Economic Analysis for 43 Years

Ed Hyman: The Man Who Dominated Economic Analysis for 43 Years

06:52The Evolution of Data Resources: From Punch Cards to Cloud-Based Data Sharing

The Evolution of Data Resources: From Punch Cards to Cloud-Based Data Sharing

10:36ISI: A Research and Asset Management Powerhouse

ISI: A Research and Asset Management Powerhouse

16:17Forecasting the Future: Challenges and Strategies

Forecasting the Future: Challenges and Strategies

21:53The Power of Marked-Up Charts: A Unique Insight into Market Cycles

The Power of Marked-Up Charts: A Unique Insight into Market Cycles

26:45The Elusive Recession: Economist Consensus and Historical Perspective

The Elusive Recession: Economist Consensus and Historical Perspective

31:52Recessions, Inflation, and a Look Back at the 70s

Recessions, Inflation, and a Look Back at the 70s

37:45The Influence of Milton Friedman and the Money Supply on Inflation

The Influence of Milton Friedman and the Money Supply on Inflation

42:11The Impact of Transparency and Lags in Monetary Policy

The Impact of Transparency and Lags in Monetary Policy

46:34China's Economic Slowdown: Implications for the Global Economy

China's Economic Slowdown: Implications for the Global Economy

51:51Global Economic Outlook: China, Europe, and the US Economy

Global Economic Outlook: China, Europe, and the US Economy

58:25The Challenges of Information Overload and the Importance of Mentors and Books

The Challenges of Information Overload and the Importance of Mentors and Books

1:03:14Ed Hyman's Advice for Recent College Grads and Lessons Learned Over 50 Years in Investing

Ed Hyman's Advice for Recent College Grads and Lessons Learned Over 50 Years in Investing