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Educational Alpha

S1: Conversation with Dr. Ashby Monk, Researcher on long-term investing at Addepar and Stanford University

19 Apr 2023

Description

In this episode, Bill talks with Ashby Monk, whom he describes as a “rock-star” in the industry. Their intriguing discussion breaks down Ashby’s recently co-authored paper the Investor Identity: The Ultimate Driver of Returns. This one is a real “behind the curtain” peek at the argument being made about institutional investors’ “identity” being the leading driver of returns within a portfolio. Listen in!

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