What would Cliff Asness ask St. Peter at the pearly gates?
Flirting with Models
Investing
I think 99 out of 100 times the world has not changed as much as people think, but that doesn't mean one out of 100 it does. A lot of things were fine in the GFC, but those two were not and we stuck with them. They looked super cheap and then again came back. So experiencing that a few times makes sticking with it like grim death harder. But you also have to acknowledge it can bias you the other way too. Maybe this time is different. And I don't know if I actually answered the question, but I talked for 11 minutes - so I'm filibustering your podcast. That's perfect.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
