To me, context is about pattern recognition.

It's connecting the dots.

It's giving readers an ability to synthesize

a number of different perspectives

so they can understand how the greater whole works,

because nothing really occurs in isolation anymore.

I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion.

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This is Masters in Business with Barry Ritholz on Bloomberg Radio.

This week we have an additional extra special podcast live from future proof.

I sit down with AQR's Cliff Asnes.

He is the co-founder and chief investment officer at AQR, a $100 billion plus hedge fund that specializes in a run of strategies

ranging from quantitative analytics to value investing and a whole run of different things in between.

I found this short discussion to be really quite intriguing.

Cliff talks about all the things he got wrong, which to be fair to him is much less than all the things he got right.

AQR is in the middle of an incredible performance run having been positioned correctly

for a variety of things that took place, not just equities coming out of the pandemic, but really approaching the rise in interest rates and the increase in inflation in just a way that took full advantage of it.

He is always one of my favorite people to talk to,

not just because he's so mathy and brilliant on that side,

but he's one of the few quants that is so articulate and funny on the English

...