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Cliff Asness — FTX, Hedge Funds and the Value Spread (EP.142)
Infinite Loops
We're Story Based Creatures. We've Looked at It
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The challenge for quants is we are story based creatures. And ours regresses the same way. I'm not being critical when you have someone who has a very small part of their portfolio with us, who sees the last four or five years and how we have moved the lot with value. They're not studying it to the level that you and me are nor should they. So I get it, but it can be frustrating at those times. Let's just say that. Yeah. Next thing I want to talk, you've written a lot about this and I had personal experience with this.
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