The Meb Faber Show - Better Investing cover image

Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

CHAPTER

Stocks With Strong Shareholder Yield

Rising inflation often begets rising intrest rates as central banks try to quell inflationary pressures. Value stocks have an advantage here because their multiples are already low, minimizing the impact of compression relative to growth stocks. Stocks with strong shareholder yield tend to trade in about the cheapest third by valuation. They get a tail wind from the same explanations high lighted above for value stocks.

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