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My conversation with AQRCapital's Antti Ilmanen is a killer tutorial on how investors actually form long-run return expectations. We cover: • Expectations for US vs. non-US equities • Why are bond investors contrarian while equity investors extrapolate? • The importance of understanding both objective and subjective expectations • Strengths...

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Meb Faber

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21,318 просмотров • 9 месяцев назад •via X (Twitter)

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