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Bekaert is from the Department of Economics, Northwestern University, Evanston, IL. Hodrick is from the Department of Finance, Kellogg Graduate School of Management, Northwestern University. The authors gratefully acknowledge partial support of this research from the National Bureau of Economic Research (NBER) Committee on Dissertation Support Awards and the Kellogg Banking Research Center

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Geert Bekaert CONTACT INFORMATION Columbia Business School Uris Hall, Room 411 3022 Broadway New York, NY 10027 Phone: (212) 854 9156 E-mail: [email protected] ACADEMIC APPOINTMENTS Professor; Leon G. Cooperman Professor of Finance and Economics; Columbia Business School, July 2000 till some time in 2019; then Professor; on leave from Stanford, July 1999 …

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Campbell Russell "Cam" Harvey (born June 23, 1958) is a Canadian economist, known for his work on asset allocation with changing risk and risk premiums and the problem of separating luck from skill in investment management. He is currently the J. Paul Sticht Professor of International Business at Duke University's Fuqua School of Business in Durham, North Carolina, as well as a research

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