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18min chapter
Victor Haghani: Lessons From the Missing Billionaires
The Long View
Navigating Low Expected Returns and Leveraged Hedge Fund Trading
The chapter discusses using cyclically adjusted earnings yield to forecast long-term real returns in the equity market. It emphasizes the low expected returns in US equities and advocates for a global investment approach. The speakers also delve into the impact of leverage on investment returns, reflecting on the lessons learned from the Long-Term Capital Management collapse.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode