Follow Kevin on Twitter.
Follow Antti on LinkedIn.
IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.
Learn more about the Trend Barometer here.
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