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Cliff Asness — FTX, Hedge Funds and the Value Spread (EP.142)
Infinite Loops
I'm a Quantist, I've Been a Fiduciary for 35 Years, but I Don't Know Much About Crypto.
I put the money in a long short momentum crypto fund because that was, again, because of my background as a quant, that's all I could understand. But valuation models I've seen are all extremely dodgy, very speculative. Again, doesn't mean I'm not missing something and this doesn't catch on and become the next big thing. You don't have to swing at every pitch. That's one thing all investors should know.
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