Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
The Meb Faber Show - Better Investing
Stock Market Drawdowns - What's the Alternative Future?
Listeners, what i'm referring to is page two, 13 in the book, risk mitigating strategies. It's performance of the 18 largest drawdowns in the us Equity market. The fun take away from this is it, first of all, to me, drawdowns are normal. But then it goes to show this very universally held belief that bonds hedge stocks during a drawdown. You kind of see that it's often, like, a pretty modern phenomenon.
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