Cliff Asness — FTX, Hedge Funds and the Value Spread (EP.142)

1

Introduction

00:00 • 2min

2

What the Fuck Is Going on With FTX and Sam, Whatever, Bankman?

01:47 • 5min

3

FTX

07:05 • 1min

4

I'm a Quantist, I've Been a Fiduciary for 35 Years, but I Don't Know Much About Crypto.

08:17 • 2min

5

I'm Not Informed Enough on Cryptocurrency

10:12 • 5min

6

Is It a 12 Basis Point Short?

15:40 • 2min

7

I Don't Want to Poke This Ape

17:12 • 5min

8

The Best Acronym in Investing Is Hold on for Dear Life

22:30 • 3min

9

Twitter Anonymous - I've Gotten Better in the Last 6 Months

25:17 • 2min

10

The Soundbite, You Can Get a Trade Recommendation Out if You're a Stock Picker

27:26 • 2min

11

Is There a Market for Video Interviews on TV?

29:09 • 2min

12

Long Form Is a Bifurcation

30:57 • 2min

13

Those War Stories We Share Completely Because Everyone Hates Me When I Write It

32:27 • 3min

14

The Cost of Capital Is Zero

35:11 • 2min

15

How High Can the Price to Magic Go?

36:48 • 3min

16

I'm Not All About Value in Parentheses

40:16 • 2min

17

We're Story Based Creatures. We've Looked at It

42:21 • 2min

18

Do Hedge Funds Hed?

44:42 • 6min

19

Index Funds Are Better Than Marxism

50:15 • 4min

20

I'm a Closed Quant. And I Like to Call Myself Disciplined

54:02 • 2min

21

Do You Ever Overrode a Model?

56:11 • 3min

22

Are You Overriding a Model?

59:19 • 2min

23

The Emperor of the World for a Day

01:00:52 • 2min