Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies

Welcome to a new season of the Valley Investing with Legends podcast. My name is Tano Santos, the Robert Hellbrunn Professor of Asset Management and Finance at Columbia Business School and the faculty director at the Hellbrunn Center for Kraham and Dorot Investing. I'm here with my co-host, Michael Mabosen, an Adam professor at Columbia Business School, and a faculty as well at the Hellbrunn Center. Michael, how are you? Doing great, Tano, and as you probably know, the East Coast has been pretty gloomy and rainy all spring, so it's

We're recording this on a beautiful sunny afternoon. Absolutely. So as many of you know, I was taking a bit of a break because I had a sabbatical and I want to take a step back from the center, the classes, the events and so on, and just simply recharge batteries, read as much as I could, reconnect with research, and that's why we took a bit of a break from the podcast, but it was a very productive year, and I'll tell you more about it in future episodes. What about you, Michael? What have you been up to?

I've been flying and awake, Tito. We missed you this semester. We had a great semester, great group of students, so lots of fun. But more of the same for me. Welcome back though.

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