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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How to Make a Great Investment Strategy
If i could subjectively pick that would be it. I always say trinpong is my desert island strategy, but often if i was looking for pure, absolute returns, it's often the really, really cheap on the value side. A we seen this last year with a lot of expensive stocks, where they disappoint in any way and you blink and they're down 80%. So so i be the devils advocat t this fundand so i ter som oll joke, how do you lose 95%? First you lose 90 %, and then you'l lose half of the rest. Ye, if youou give me borth on a platter, be amazing."
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