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

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.