What is the Shiller thesis and how does it influence investment decisions?
Central Bank Craziness Makes Pricing Risk Anomalous: Michael Holland

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How does the speaker describe their approach to investing in the current market conditions?
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What historical market phenomenon does the speaker compare the current market to?
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What challenges does the speaker mention regarding negative interest rates?
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In what way does the speaker feel the current economic situation is an embarrassment to their profession?
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