Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
The Meb Faber Show - Better Investing
Is It Distinctive, Systematic, Disciplined, Subjective?
I was a born specialist. I wrote my dissertation on duration, timing type of topics in chicago. And then i broadened gradually from bons into currencis, country allocation. So i did broaden. Besides all the liquids,. Now in recent years, i've even looked at ill liquids. Like i'm thinking of you as well. You look at similar types of systematic strategies as i do, but somehow you've broadened also to venture capital and so on. Wich is it fascinating diversification because it's so different? In one hat, i think you too. But then vensour capital all about getting those som bets right there in the portfolio. And th
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