AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
25min chapter
Cliff Asness - Simple Investing is Hard (EP.385)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Investment Strategies Through Times of Volatility
The chapter explores the challenges of calibrating investment strategies over time, focusing on factors, backtesting, and the risk of strategies getting arbitraged away. The speaker reflects on past market experiences, like the tech bubble and global financial crisis, emphasizing the struggle of maintaining long-term strategies amidst volatility. Balancing long-term investing with day-to-day realities and the importance of questioning one's investment thesis are key themes discussed.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode