Key Topics Covered
- Why major equity indices sit far above trend
- Understanding rotations and style cycles
- Lessons from past extremes (2021, dot-com bubble, 2008–2021 growth dominance)
- Why valuations matter for decade-long returns
- The risks behind overspending, AI optimism, and mega-sized corporate debt deals
- Insights from the Association for Corporate Growth conference in NYC
- Innovation vs. investor objectivity: avoiding hope-based investing
- How the Dantes Outlook's framework is adjusting factor exposure
- Why global value is gaining relative strength
- Why combining value + quality (“QARP”—Quality at a Reasonable Price) smooths returns
- Quality as a low-volatility style that resists market drawdowns
- Why shifting entirely to deep value today would be a mistake
- Creating a global blend across different economic cycles
Investor Takeaways
- Markets move in cycles—don’t chase the latest swing.
- High valuations today imply lower long-term expected returns.
- A blended factor approach can avoid “value traps” and speculative bubbles.
- Quality + value helps build a durable core with opportunistic upside.
- Patience and discipline drive long-term returns—not market gamification.
Best For
- Long-term investors
- Advisors and CIOs refining factor exposures
- Listeners seeking plain-language explanations of market cycles
- Anyone rethinking portfolio positioning in a late-cycle environment
Visit us at www.dantesoutlook.com
