Victor Haghani · The Rational Reminder Podcast · Who Causes Stock Market Anomalies? (w/ Victor Haghani)
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Provided his estimate of market elasticity: a 1% exogenous demand change moves the market about 1%, which is about half of the Gabbai-Koijin estimate
1% demand shock → ~1% price move (≈½ of Gabbai-Koijin estimate)
“Our inflation-sensitive asset class, which we have about 20% of our portfolio in right now, is there to provide offsets to what we expect to be happening in our equity market.”
“When a country gets knocked out of the World Cup, the market falls significantly the next day… about half a percent… over £10 billion wiped off the market”
“Increase withholding… or make an estimated quarterly payment… fourth quarter estimated payment deadline for 2026 is Jan 15 2027”
“Nik estimates that in places where sports betting was legalized, FanDuel managed to convert about 90 percent of its daily fantasy customers into sports bettors”
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