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Replicating Hedge Fund Strategies with Andrew Beer

Excess Returns

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The Investing Community Had All These Bets Tiered to the Regime

The strategies have done incredibly well this year because they weren't tied to the Super Bowl. The whole investing community had all these bets tied to the regime. And then in early 2021, when Stan Drucken miller made one of the great macro calls for the past 20 years, what he basically said, like guys have the conflations coming back.

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