The Acquirers Podcast cover image

Value After Hours S03 E40: Inflation and Value By Decade, Small Caps and Interest Rates, and Wu Wei

The Acquirers Podcast

00:00

Momentum Is a Quantitative Phenomenon

Capital cycle theory makes sense to me from a woo way standpoint of their natural ebbs and flows as capitalism moves from glut to not enough. Momentum is a pretty well documented, quantitative phenomenon that seems to be more robust than value. And if those become momentum, this is what's happened over the last 12 months,. as value has a slowly, gradually started to become momentum.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app