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Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413

The Meb Faber Show - Better Investing

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What Do You Believe That Most of Your Peers Don't Believe?

Yal and meb: What do you believe that most of your peers don't? And there's one article that you guys did that, to me, was fascinating, ecause i haven't seen anyone else talk about it. We are saying, get a more diversified portoo imean,. There was a moment early in my career when the framing of it where they said, ok, look, you don't have to accept stocks at this offered to you; you could actually d leverage that and par it with cash or leverage it up.

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