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Podcast: Facts vs Feelings with Ryan Detrick & Sonu Varghese
Episode: Cliff Asness Returns (Ep. 150)
Description: In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome back legendary investor Cliff Asness, Co-Founding Partner, Managing Principal, and Chief Investment Officer of AQR Capital Management. From market bubbles and speculative manias to AI-driven strategies and even Superman movies, this milestone 150th episode blends sharp market insight with candid (and fun) conversation.Key Takeaways:Bubble Talk: Cliff explains why today’s markets are expensive but stop short of a true “bubble.”Black Swan Events: Why extreme market shocks happen...