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.

Introduction
Science and Technology
History
The German example
Is history bunk
The Great Depression
Background Context
Monetary Policy
Money Supply
Cutting Taxes
Structural problems
Policy channels blocked
Negative inflation
Macro policy
Technological boom
World history since 1500
Income inequality
Wealth creation formula