Flirting with Models cover image

Michele Aghassi - Unintended Bets Everywhere (S6E7)

Flirting with Models

00:00

How to Time Your Factor Exposure

There's been a decent amount of literature written and many investors would passionately claim that the factors actually work well in different conditions. Can you sort of reconcile this from either there's obviously passionate people on on both sides of the debate? Why not try to time our factor exposure based on macroeconomic conditions, he asks.

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