Excess Returns  cover image

The Case for Value Investing with Tobias Carlisle

Excess Returns

CHAPTER

The Impact of Passive Investing on Market Dynamics

Exploring how passive investing has shifted market strategies towards returning cash to shareholders, the chapter warns of a potential crack-up boom due to passive money influx. Emphasizing a value investing approach focused on dividend yield and reinvestment, the speaker discusses strategies for long-term returns amidst market trends favoring big tech investments.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner