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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