39 min
Episode 15: Is Value Investing Making a Comeback? With Cliff Asness HAWK-EYED
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- Business
In this latest installment, Cliff Asness—billionaire hedge fund investor and Managing Principal/Co-Founder of AQR Capital Management—joins me to discuss value and momentum investing, market efficiencies, and the biggest lessons he's learned from running a hedge fund.
00:23 - Intro
05:38 - Demystifying the "hedge fund" label
08:44 - Takeaways from investment management
15:16 - 📭Mailbag Question 📭 from @lhamtil on dual factor investing
19:35 - What is driving the resurgence in value investing?
25:19 - 📭Mailbag Question 📭 from @Bonhoeffer_KDS on alternative investment classes
25:29 - Are markets inefficiently responding to inflation?
34:01 - 📭Rapid Fire Mailbag Questions 📭 from @Macro_Maniac_ , @voiceofgray , and @avataram on 1970's comps, emerging markets, and chess!
In this latest installment, Cliff Asness—billionaire hedge fund investor and Managing Principal/Co-Founder of AQR Capital Management—joins me to discuss value and momentum investing, market efficiencies, and the biggest lessons he's learned from running a hedge fund.
00:23 - Intro
05:38 - Demystifying the "hedge fund" label
08:44 - Takeaways from investment management
15:16 - 📭Mailbag Question 📭 from @lhamtil on dual factor investing
19:35 - What is driving the resurgence in value investing?
25:19 - 📭Mailbag Question 📭 from @Bonhoeffer_KDS on alternative investment classes
25:29 - Are markets inefficiently responding to inflation?
34:01 - 📭Rapid Fire Mailbag Questions 📭 from @Macro_Maniac_ , @voiceofgray , and @avataram on 1970's comps, emerging markets, and chess!
39 min