(Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka
About this episode
Mike Milligan interviews Ronnie Sadka about how narrative momentum can predict market shifts before data is available.
In Episode 48 of Ideas by Mike podcast, Mike Milligan, CFP sat down with Ronnie Sadka , Chair of the Finance Department at Boston College and co-founder of MKT MediaStats. We dove deep into a fascinating concept he calls “Narrative Momentum.” We humans have bounded rationality—we simply cannot process the millions of articles, tweets, and news stories published every single day. Because of this, the market often underreacts to a narrative as it slowly gains traction. Ronnie’s research uses technology to systematically analyze these narratives, identify which topics are gaining momentum, and correlate them with asset class returns. It’s not about guessing what the next big thing will be; it’s about systematically measuring what the world is already talking about, and positioning your portfolio accordingly. In this episode, we cover: How “Narrative Momentum” differs from traditional price momentum. The danger of the “trampoline effect” (why buying the dip isn’t always smart). How technology is bridging the gap between academic theory and actionable trading strategies. If you want to understand how the flow of information is actively…
People in this episode
Host: Mike Milligan
Guest: Ronnie Sadka
Topics covered
- Narrative Momentum
- Market Shifts
- Asset Class Returns
- Information Flow
- Trading Strategies
Mentioned in this episode
Organizations: Boston College, MKT MediaStats, 1oakfinancial.com
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