Cliff's humorous take on morning routines and why correlation doesn't equal causation when it comes to success habits

The "Less Efficient Market Hypothesis" and why Cliff believes markets may be becoming less efficient over time, particularly evident in the dot-com bubble and 2019-2020 market events

A thoughtful discussion on passive investing's impact on markets, including Cliff's perspective on what percentage of passive investing might be sustainable

The importance of getting comfortable with investment discomfort, especially when following factor strategies that can experience long periods of underperformance

An insightful discussion about the evolution of factor investing and whether factors need intuitive explanations to be valid

Cliff's key advice for average investors: look at your portfolio as little as possible to avoid making emotional decisions

The episode showcases Cliff's unique ability to combine deep quantitative insights with humor and practical wisdom, making complex investment concepts accessible and entertaining. Don't miss this conversation with one of the most influential figures in quantitative investing.