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The Case Against Value Investing
Manage episode 449389014 series 3614383
コンテンツは Jack Forehand, Justin Carbonneau and Matt Zeigler, Jack Forehand, Justin Carbonneau, and Matt Zeigler によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Jack Forehand, Justin Carbonneau and Matt Zeigler, Jack Forehand, Justin Carbonneau, and Matt Zeigler またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, we tackle a question that is on many investor's minds: Is value investing dead? We explore various arguments for and against value investing's continued relevance in today's market. We discuss: The impact of low interest rates and Fed policy on value investing Whether too many investors have adopted value strategies How narrative-driven markets affect value investing The challenges value faces in a tech-dominated market The role of big data and its effect on traditional value metrics Whether value investing is betting against technological progress We aim to provide a balanced view, acknowledging the arguments on both sides. While we don't come to a definitive conclusion, we offer insights on how investors might think about value in their portfolios going forward.
We hope you enjoy the discussion.
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