Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
The Meb Faber Show - Better Investing
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Do You Think We Should Do X?
If we were to look at what you would come up with on paper, say, this is auntie's portfolio. Verses like a traditional institution. What would be the biggest thing that would jump out at us? Lik, oh, man. You mention shorting, you mention leverage. Both those sounds scary to a lot of people. Would it be a certain style or an asset? It would be a diversified style. We've talked about almost and by the way, we might return to defen stock swit somehow. That i haven't seen you talk much about that, and i do think that totally belongs to this repartoire of things that should be considered anyway
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