Conversations with Tyler

Cliff Asness on Comics and Why Never to Share a Gym with Cirque du Soleil (Live at Mason)

Nov 18, 2015

01:22:31

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Highlights

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Episode notes

Investing in Value

02:33

Portfolio Theory

01:41

Is Overreaction a Possible Explanation?

02:17

Introduction

2min

Is There a Strategy That Works?

2min

Why Is There a Problem of Too Many Explanations for Momentum?

4min

Investing in Value

3min

Is Overreaction a Possible Explanation?

2min

Is There an Overreaction or an Underreaction?

3min

Why Doesn't Everyone Do It?

5min

Risk Adjusted, What Are You Really Getting?

4min

Stocks Outperform

2min

10.

Is It Just Debt Aversion, Don't Get Into Debt?

3min

11.

What Is Most Likely to Be a Bubble?

5min

12.

Are You Less Worried Than I Am?

5min

13.

Overrated or Underrated?

2min

14.

The Cirque Du Soleil People

2min

15.

Portfolio Theory

2min

16.

Is There a Difference Between Value and Momentum?

2min

17.

High Frequency Trading Has Made the World More Just and Fair

3min

18.

Hedge Funds

5min

19.

Ayn Rand's Philosophy Is Obscurely Right, That Gold Is the Standard

4min

20.

The Hidden Influence on Cliff Asness That I Don't See

4min

21.

What's Your NAV Pie?

3min

22.

The Importance of a Seat Belt in the Money Market

4min

23.

Who's on the Other Side?

3min

24.

Why Would It Persist?

3min

25.

Are You a Quantitative Mechanic?

4min

26.

Mercado Center

3min

Tyler and investment strategist Cliff Asness discuss momentum and value investing strategies, disagreeing with Eugene Fama, Marvel vs. DC, the inscrutability of risk, high frequency trading, the economics of Ayn Rand, bubble logic, and why never to share a gym with Cirque du Soleil.

Read a full transcript enhanced with helpful links, or watch the full video.

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