Antti Ilmanen on Expected Returns

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 15 July 2022

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bloomberg Radio host Barry Ritholtz speaks with Antti Ilmanen, who is the principal and global co-head of the portfolio solutions group at AQR Capital Management. His most recent book, "Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least," was published in April.

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Transcript

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0:00.0	What does it take to truly disrupt an industry? How do you overcome the fear of failure?
0:06.0	When is it time to take a risk?
0:08.0	Hi, I'm Bob Pippman, Chairman and CEO of I Heart Media, and these are the kind of questions
0:13.0	we explore on my podcast, Math and Magic, Stories from the Frontiers of Marketing.
0:18.0	This season, I sit down with some of the most unique thinkers to swap lessons and stories
0:24.0	on making our work bigger and better.
0:26.0	We'll hear from business leaders like Steve Cooper, CEO of Warner Music Group.
0:30.0	Technology is like an avalanche.
0:33.0	You either get out in front of it or it's just going to bury you.
0:38.0	Listen to Math and Magic on our very own free I Heart Radio app, Apple Podcast, or wherever you get your podcast.
0:45.0	This is Master's in Business with Barry Redholz on Bloomberg Radio.
0:55.0	This week on the podcast, I have an extra special guest.
0:59.0	Auntie Ilmanin is AQR's co-head of the portfolio solutions group.
1:05.0	He is the author of a new book investing amid low expected returns, making the most
1:11.0	when the markets offer the least. He has an incredible CV full of all sorts of awards and has worked at all sorts of places like
1:20.0	Salman Brothers and Breven Howard before ending up at AQR.
1:26.0	If you're at all interested in value investing, factor investing, understanding how your starting condition leads to future returns
1:36.0	that might be better or worse than historical averages, you're going to find this to absolutely be a master class in investing.
1:45.0	I found it absolutely fascinating and I think you will as well with no further ado, my conversation with AQR's Auntie Ilmanin.
1:54.0	Welcome to Bloomberg. Thanks, Barry. I'm really looking forward to this.
1:59.0	Same here. So first I found the book to be quite fascinating, very in-depth and you managed to take some of the more technical arcana and make it very understandable.
2:11.0	We'll circle back with that. Let's start just by talking about your career.
	...

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