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AI-Podcasts

4/24/2025

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I have put together (and uploaded to YouTube) a list of AI-podcasts based on my research articles:

  • Lu's Podcast Ep. 1: "The Value Premium"
  • Lu's Podcast Ep. 2: "Investment-based Expected Stock Returns"
  • Lu's Podcast Ep. 3: "Digesting Anomalies: An Investment Approach"
  • Lu's Podcast Ep. 4: "Endogenous Disasters"
  • Lu's Podcast Ep. 5: "Replicating Anomalies"
  • Lu's Podcast Ep. 6: "Which Factors?"
  • Lu's Podcast Ep. 7: "An Augmented q-Factor Model with Expected Growth"
  • Lu's Podcast Ep. 8: "The Economics of Security Analysis"
  • Lu's Podcast Ep. 9: "The Investment CAPM"
  • Lu's Podcast Ep. 10: "The CAPM Strikes Back? An Equilibrium Model with Disasters"
  • Lu's Podcast Ep. 11: "Firm-level Irreversibility"
  • Lu's Podcast Ep. 12: "Aggregation, Capital Heterogeneity, and the Investment CAPM"
  • Lu's Podcast Ep. 13: "Solving the Diamond-Mortensen-Pissarides Model Accurately"
  • Lu's Podcast Ep. 14: "Unemployment Crises"
  • Lu's Podcast Ep. 15: "Searching for the Equity Premium"
  • Lu's Podcast Ep. 16: "The q-Theory of the Accrual Anomaly"
  • Lu's Podcast Ep. 17: "The Investment Manifesto"
  • Lu's Podcast Ep. 18: "A Neoclassical Interpretation of Momentum"
  • Lu's Podcast Ep. 19: "A Supply Approach to Valuation"
  • Lu's Podcast Ep. 20: "Is Value Riskier Than Growth?"
  • Lu's Podcast Ep. 21: "Financially Constrained Stock Returns"
  • Lu's Podcast Ep. 22: "The q-Theory of External Financing Anomalies"
  • Lu's Podcast Ep. 23: "Do Time-Varying Risk Premiums Explain Labor Market Performance?"

These podcasts are generated automatically by AI (NotebookLM). I have no control over the contents. I have listened to them all. The contents seem fine (a bit too generous) to me. The podcasts might help in case you have trouble sleeping.

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The Economy Is An Equilibrium

4/1/2025

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"Find a scientific [wo]man who proposes to get along without any metaphysics... and you have found one whose doctrines are thoroughly vitiated by the crude and uncriticized metaphysics with which they are packed."
(Charles Sanders Peirce, 1839-1914)


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    Lu Zhang

    An aspiring process metaphysician

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