To Survive Disasters, You Need Smiles (guest: Steve Hou)
The Market Huddle
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Long Only Investing in High Inflationary Regime
Long only investing is going to suffer in very high inflationary regime. AqR has created the same thing for their different styles, which you can see on slide number 10. For those of you who are not factor quants, I think loosely speaking, right, value factor is just is you are sort of systematically picking up firms that are cheap and selling short companies that are expensive.
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