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The Case Against Value Investing
Manage episode 449389014 series 3614383
المحتوى المقدم من Jack Forehand, Justin Carbonneau and Matt Zeigler, Jack Forehand, Justin Carbonneau, and Matt Zeigler. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jack Forehand, Justin Carbonneau and Matt Zeigler, Jack Forehand, Justin Carbonneau, and Matt Zeigler أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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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