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Episode 043: Eduardo Repetto on factor investing, host Rick Ferri

Bogleheads On Investing Podcast

CHAPTER

How to Use Value and Profitability in International Markets

I think there is no information about more people embracing this than before. They may be smarter than historical premiums. So I don't know if treasury bills are the right risk-free rate to use, even though that's what's being used in the models. The way that we do things is based on evaluation framework to understand what factors or what matters in the spectra returns of a company. And basically it works all around the world. It works in the US. It work in international worked in emerging markets.

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