This (PDF) is well worth a read. I missed the actual lecture, but the text is available online now. It's always interesting to read a view on markets, investors etc from someone thoughtful who doesn't work in the sector (and as such is willing to pull in insights from elsewhere). Quite a few references to behavioural economics in there, and even a mention of S&M's Chris Dillow (and I have to say I think I'm closer to his views of the public company model - I don't think it's bust, but it doesn't work how some suggest it could/should). Deffo worth 5 mins of your time!