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Podcast: Excess Returns
Episode: Investing in a World of Low Expected Returns with AQR's Antti Ilmanen
Description: Investors have enjoyed above average returns for decades now. But long-term evidence suggests that those lofty returns won't last forever. In this episode we take a deep dive into the topic of expected returns with AQR's Antti Ilmanen. Antti is the author of Expected Returns: An Investor's Guide to Harvesting Market Rewards, which many consider to be the seminal work on the topic and has recently released a new book Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least.
We discuss the concept of expected returns and dig into the details of how...