The Best Investment Writing: Volume 6 [2021]
  • Introduction
  • Emerging Markets Crisis Investing
  • The Modern Endowment Story: A Ubiquitous U.S. Equity Risk Premium
  • Who Will Prove Most Vulnerable to the Pullback in Liquidity?
  • Everything Is a DCF Model
  • The Great Inflation, Factors, and Stock Returns
  • Lessons from Bessembinder
  • Stocks in the long run… are still risky
  • Trend-Following in Inflationary Environments
  • Put Down
  • Dispelling Myths in The Value vs. Growth Debate
  • Return Stacking: Strategies for Overcoming a Low Return Environment
  • “Room To Run” with US Small-Cap Value Stocks?
  • The Cross-Section of Stock Returns before 1926 (and beyond)
Powered by GitBook
On this page

Put Down

PreviousTrend-Following in Inflationary EnvironmentsNextDispelling Myths in The Value vs. Growth Debate

Last updated 2 years ago

Author: is the founder of Totem Macro, which leverages extensive prior buyside experience to create unique research insights for an exclusive client-base of some of the world’s preeminent investors. Previously, Whitney worked for Bridgewater Associates as Head of Emerging Markets and for Soros Fund Management, co-managing an internal allocation with a dual Global Macro (cross-asset) and Global Long/Short Financial Equity mandate.

Date Published: December, 2021

|

Whitney Baker
Read
Listen