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The End Of The World Is The Bull Case With Marko Papic

Lead-Lag Live

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QE2 and the Death of Active Management

The start of quantitative easing three is when a lot of the kind of smoothness of beta kicked in. It's not clear to me why is it that that iteration of Fed stimulus in particular created that dynamic. The underperformance of the macro space convinced a lot of people that things are like done, he says.

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