Quantitative Investing, Inflation and the Macroeconomy
New Books in Finance
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The Relationship Between Hurricanes, Aging Demographics, and Moving to Miami
In this chapter, they discuss the relationship between hurricanes, aging demographics, and their move to Miami. They also mention a famous disagreement with Cliff Adzness about market timing and share their opinion on market opportunities and timing. They touch on the controversies surrounding their paper on smart beta and its impact on the investment industry.
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