Bogleheads® on Investing Podcast 088: Antti Ilmanen, how investors form long-run return expectations

Описание: Bogleheads® on Investing Podcast 088: Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the author of Expected Returns (Wiley, 2011) and Investing Amid Low Expected Returns (Wiley, 2022), which I discussed with him on Episode 49. Antti recently completed a series of 10 papers on "How Do Investors Form Long-Run Return Expectations?" The papers are free on the AQR website ( https://www.aqr.com/Insights/Research... ), and they are the subject of this podcast.

Hosted by Rick Ferri, CFA (https://rickferri.com/), a long-time Boglehead and investment adviser. Recorded on November 28, 2025.

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Transcripts are available on the Bogle Center website: https://boglecenter.net/category/podc...

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