Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
The Meb Faber Show - Better Investing
Leverage, Shorting and Derivatives - Is That a Bad Idea?
Leverage, shorting and derivatives are the three dirty words in finance. Many people have an emotional reaction to how a red is that for the absimo portfolio. Do you think i think it helps sustain those opportunities? There are going to be limits to how many investors and how much they woulna do those relifsasThe leverage is funny, because people, they hear the headlines, they see the archegos,. The long term capital management stories where people blow up.
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