To Survive Disasters, You Need Smiles (guest: Steve Hou)
The Market Huddle
00:00
Aqr
AQR is basically the Holy Grail or factor investing and, you know, many of the factors in fact were invented there. It's called investing through a structurally inflationary regime. And I think it's just a topic that's so near and dear to my heart because I've been arguing for a while that 1982 was the start of kind of a reliance on monetary policy at the expense of other fiscal policies.
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