Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
Aqr
02:09 • 2min
Is It a Quarter of the Vault?
04:30 • 5min
The World Is Fat Tailed
09:10 • 3min
Investing in Growth for the Next 12 Months
11:56 • 2min
SSRN Research Papers - What's the Most Underrated?
13:56 • 2min
Is There a Better Way to Compare Value Investing?
15:58 • 4min
Data Mining
20:25 • 2min
Investing in REITs
22:49 • 4min
Aqr
26:51 • 2min
Is There a Better Phrase Than Type One and Type Two?
28:30 • 4min
Is There a Line Between Craftsmanship and Alpha?
32:16 • 4min
I've Moved From Thinking the Size Effect Was Small to Thinking It Was Nonexistent
36:33 • 4min
Investing 101 - What Strategy or Factor Do You Have the Most Conviction In?
40:34 • 4min
Big Data and Machine Learning: What Are the Most Interesting Areas of Research?
44:25 • 2min
Is There a Systematic Approach to Private Equity?
46:05 • 2min
Is There Any Incentive to Do a Better Private Equity Product That's Systematic?
47:58 • 4min
What Question Do You Ask About the Markets?
52:16 • 5min
The One Question You Wish Someone Would Ask You but Never Has
56:55 • 3min