Michael:

> Risk is when you can assign the probability, but most of the time you
> cannot.  How often do 100 year floods occur?

Now, we are talking about tail risk, that is, about the probability
with which extreme events may occur. Can we always assign a
probability to such events, I don't know. Yet, in the financial
markets extreme events such as 100 year floods occur every few years
and I am saying this from my personal experience. I got into this
finance business in 1994 and that year the global debt market
collapsed: about 10 trillion dollars evaporated in 1994 in the global
debt market as I was watching.

Can we assign a probability to such events, I don't know. When we
cannot, they call it uncertainty in the current economics parlance,
although I am not sure if it is the right word. Maybe "unkown
unknowns" is(are) the right word(s)? However, Michael, were you not
one of those who claimed depression way before it started? So, maybe,
"unkowns" are not so "unknowns" after all, who knows?

Best,
Sabri
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