Cliff Asness on Quant Value Investing
Masters in Business
What's Going on in the Stock Market?
In a bubble, it's not the profitable stocks that are soaring to the moon. The move in 60-40 was far more extreme than either alone because they happened at the same time. This is not an asseem to let Black Swan moment. To get to 60-40, he takes 60% of the stock forecast, adds it to 40% of the bond forecast.
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