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Jeremy Grantham, Bubble Historian

The Compound and Friends

00:00

Quality as a Standalone Factor in Building an ETF

They discuss the concept of quality as a standalone factor for building an ETF, highlighting its mispricing in the market and historical significance compared to other factors. Quality stocks have less debt, are resilient to crises, and have a history of outperforming the market. They argue that quality stocks offer a free lunch in the investment business.

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