Bogleheads On Investing Podcast cover image

Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Bogleheads On Investing Podcast

00:00

Limits of short‑term valuation timing

Antti argues valuation metrics like CAPE help over decades and extremes but fail for reliable short‑term market timing.

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