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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... show more

Meb Faber

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21,318 views • 9 months ago •via X (Twitter)

Anya Rossi• Live Now

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