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Cliff Asness

Published podcast speaker

Claims
19
Episodes
1
Shows
1
Named items
0

Claim ledger

What Cliff said.

7 transcript-backed records

01 / evaluation

A bubble to me is something still subjective, because your answer may not be the same as mine, but is something I’ve tried my best to come up with future assumptions of growth, be it for a stock, inflation if it’s a bond, and current price, and I can’t come up with assumptions that would lead any rational investor, subjective again, to want to own this.

“A bubble to me is something still subjective, because your answer may not be the same as mine, but is something I’ve tried my best to come up with future assumptions of growth, be it for a stock, inflation if it’s a bond, and current price, and I can’t come up with assumptions that would lead any rational investor, subjective again, to want to own this.”
Speaker
Cliff Asness
Publisher
Conversations with Tyler

02 / evaluation

Value, buying cheap and selling expensive, has a little better of a risk story on this front, because it has suffered empirically in the Great Depression, in the global financial crisis.

“Value, buying cheap and selling expensive, has a little better of a risk story on this front, because it has suffered empirically in the Great Depression, in the global financial crisis.”
Speaker
Cliff Asness
Publisher
Conversations with Tyler

05 / evaluation

If you are the 100th percentile today, but you’re 150 percent of the prior 100th percentile excluding the last couple years, that means you’ve shot off to the moon.

“If you are the 100th percentile today, but you’re 150 percent of the prior 100th percentile excluding the last couple years, that means you’ve shot off to the moon.”
Speaker
Cliff Asness
Publisher
Conversations with Tyler

06 / evaluation

The bad part is they do not, as a group (and keep in mind, this is self-serving, but we run things people would call hedge funds, not all of our business by any means, we think we are not doing this, we don’t think we are the only ones giving clients the fair deal, I am talking about the industry as a whole) doesn’t hedge enough.

“The bad part is they do not, as a group (and keep in mind, this is self-serving, but we run things people would call hedge funds, not all of our business by any means, we think we are not doing this, we don’t think we are the only ones giving clients the fair deal, I am talking about the industry as a whole) doesn’t hedge enough.”
Speaker
Cliff Asness
Publisher
Conversations with Tyler

07 / evaluation

The numbers I gave you that you can add versus, say, the Russell 1000, 125 basis points, understates the power greatly because momentum is also in geek speak negatively correlated with value.

“The numbers I gave you that you can add versus, say, the Russell 1000, 125 basis points, understates the power greatly because momentum is also in geek speak negatively correlated with value.”
Speaker
Cliff Asness
Publisher
Conversations with Tyler
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