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SPECIAL EPISODE: Introducing Capital Allocators Podcast with Host Ted Seides
Invest Like the Best with Patrick O'Shaughnessy
What Part of the Process Matters the Most?
A year and a half ago, we wrote or I write a lot about like the impact of what I viewed as artificially low rates and quantitative easing. And in hindsight, maybe I should have just caved in and said, why bother with value? But that was the anomaly, right? And then right now, what's interesting with the change administrations and everything is you are getting, you know, daily moves based on tweets and things like that. So my sense is there's too many people wringing hands over Donald's latest tweet where in fact, the opportunities are much more micro and under the surface"
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