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Podcast: Resolve Riffs Investment Podcast
Episode: Antti Ilmanen on his new book “Investing Amid Low Expected Returns”
Description: Dr. Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management joins ReSolve Global CIO Adam Butler to discuss the core themes from Antti’s new book, “Investing Amid Low Expected Returns.” In this 100 minute conversation we explore the following themes at length: The pros and cons of several models for forecasting stock returns The role of bonds in portfolios when yields are low. How to measure and optimize the credit risk premium The sources of return for commodity portfolios and the critical role of inflation sensitive assets for optimal portfolio diversification Why the il...