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Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561

The Meb Faber Show - Better Investing

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Navigating Market Shifts: From Elections to Small-Cap Opportunities

This chapter explores how recent U.S. elections are influencing market trends, particularly the tension between value and growth investments in the AI context. It emphasizes the potential comeback of small-cap stocks and urges listeners to consider diversifying their portfolios amidst significant valuation disparities.

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