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Episode TimeStamps:
00:00 – Intro
03:36 – About Antti’s book, “Investing Amid Low Expected Returns”
15:22 – The importance of commodities, especially during inflationary times
21:36 – What’s up with bonds?
30:06 – Emerging markets vs. high beta
38:40 – Alternative risk premia…both Alpha & Beta like
47:00 – The idea of valuation spreads and crowding concerns
52:04 – The defensive bucket…getting rid of the junk
01:02:16 – Summary by Kevin and Niels