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4min chapter
Cliff Asness - "...But Not So Open Your Mind Falls Out" (S3E13)
Flirting with Models
Investing 101 - What Strategy or Factor Do You Have the Most Conviction In?
The question is which strategy or factor do you have the least conviction in? Can I answer conditionally on current valuations? Take 10 minutes, whatever you want to do. Well, if you're answering conditional on current valuation, it's too obvious. We've written about tilting more towards value. But we think one should sin a little rarely and not a huge amount. The hell we've lived through makes me more confident going forward.
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