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But we saved everything 🙂.
Sonali Basak highlights a recent discussion with Clifford Asness, cofounder of AQR, about quantitative investing. The conversation touches on AQR's growth into a $240 billion quantitative powerhouse and explores how investors think about value, use alternative data, and address the question of whether markets are in a bubble.
Basak recently reported on rising yields following a hawkish FOMC meeting and ahead of key PCE inflation and GDP data, noting that the two-year yield climbed by 85 basis points (link). In an earlier analysis, she considered factors affecting SpaceX in the first year after its IPO (link). These reports highlight her ongoing coverage of major market events and investment themes.