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In today\u2019s episode, Antti Ilmanen, author and Global co-head of the Portfolio Solutions Group at AQR Capital Management, joins us to discuss key learnings from his new book, \u201cInvesting Amid Low Expected Returns\u201d. We break down why commodities are crucial for generating returns in periods of high inflation and how to manage risk through diversification. We also discuss portfolio construction and whether bonds are still valuable in a diversified portfolio, market timing and how to balance emerging markets and developed markets in your investment strategy, why a diversified blend of risk premia is advantageous and finish off highlighting potential pitfalls of using long-term data and much more.

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Episode TimeStamps:

00:00 - Intro

03:36 - About Antti\u2019s book, \u201cInvesting Amid Low Expected Returns\u201d

15:22 - The importance of commodities, especially during inflationary times

21:36 - What\u2019s up with bonds?

30:06 - Emerging markets vs. high beta

38:40 - Alternative risk premia...both Alpha & Beta like

47:00 - The