Ted Seides - The Bet with Buffett – Hedge Funds vs. The S&P 500 - [Invest Like the Best, EP.35]
Invest Like the Best with Patrick O'Shaughnessy
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Valuation, Market Dynamics, and Hedge Fund Strategies
This chapter discusses the significance of valuation in investing, focusing on the Schiller PE ratio's impact on market valuation. It also explores the debate between active management and passive investing, specifically analyzing hedge fund strategies like long-short equity and their performance challenges. The chapter delves into the evolving investment landscape, the importance of asset allocation decisions, and the dominance of the S&P 500 in the investing world post-financial crisis.
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