
To Survive Disasters, You Need Smiles (guest: Steve Hou)
The Market Huddle
00:00
Investing in Stocks That Do Well in Inflationary Regimes
The betting against beta factor is coming from the AQR website. Short term reversal looks at companies that, you know, sort of did really well with last month and should go short it. There are these are factors that generally done well in the inflationary regime, but they've done well with quite a bit of noise. Very enough now we get to treasuries. And this is probably what everyone would expect. To the down and to the right. Yeah, indeed.
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