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

Four models for capital market assumptions

Antti outlines constant‑return, valuation‑adjusted, yield+growth, and yield+growth+mean reversion frameworks practitioners use.

Play episode from 29:04
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app