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Private Equity and the Game of ”Volatility Laundering”

This Week in Intelligent Investing

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Introduction

This week on This Week in Intelligent Investing, John Mihaljubek talks with Phil Ordway and Elliot Turner about volatility laundering. The topic came up after a back-and-forth between Cliff Assness of AQR and Christopher Schelling from 512 Alternatives. Both men were arguing over where return comes from - multiple expansion or earnings growth.

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