主讲人：David McLean（美国乔治城大学）

讲座摘要：In 2005, Robert Aumann was awarded the Nobel Prize in Economics for his "disagreement theorem," a prominent paper that posits if two individuals start with the same base information and later share their conclusions, those conclusions should be the same. In essence, it's irrational for them to "agree to disagree."Yet in 2013, Gene Fama and Robert Shiller, both of whom have analyzed the same financial market data for over four decades, were awarded the Nobel Prize alongside Lars Hansen. Despite their extensive shared research, Fama and Shiller have opposing views: Fama asserts that markets are efficient, while Shiller believes otherwise. Does this imply one of them is irrational? This lecture will delve into market efficiency, behavioral finance, and the scientific method, culminating in an exploration of who, if anyone, might be the irrational party.

讲座时间：9月6日（星期三），晚上20：00-21：30

线上会议：腾讯会议（会议号：899 220 945）

主讲人简介：David McLean 教授是乔治城大学 McDonough 商学院教授，他的研究方向为资本市场的不完备性及其对资产价格与公司治理所产生的影响。McLean 教授在Journal of Finance、Journal of Empirical Finance 和Review of Financial Studies等国际知名期刊发表了大量文章，他的研究成果荣获了the Amundi Smith Breeden Award for the best paper in Journal of Finance、the Jensen Prize for the best paper in the Journal of Financial Economics、the Q-Group’s Roger Murray Prize for quantitative research in finance 等多个奖项。McLean教授还担任Management Science 等知名学术期刊的编委会成员。

主办：中国互联网经济研究院

此次讲座获得北京高等学校卓越青年科学家计划资助（BJJWZYJH01201910034034），特此致谢。

撰稿：李东阳      排版：王昱洁

初审：孙宝文      复审：王立勇