I was reading a paper titled "Betting against Beta" (link). The paper has five major propositions. The fourth proposition is that betas are compressed towards one when funding liquidity risk is high. I am not able to understand what is the interpretation of this statement. Further, the authors have constructed three portfolios sorted by TED volatility for U.S. stocks. I was not able to understand the mechanism behind this sorting. Page 18; table 10 of the paper.
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