Behavioral Finance Insights
Cliff shares his journey from the early days of long-short aggressive funds, highlighting the enduring relevance of value and momentum strategies in both individual stocks and country selection. He emphasizes the importance of testing theories against data, noting that even in volatile markets like crypto, his approach remains rooted in measurable trends. The conversation also touches on the complexities of investor beliefs, particularly around illiquidity and private assets, revealing the cognitive dissonance that can arise in investment decisions.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Top 5 of 2024: #3: Cliff Asness - EP.385
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