The Acquirers Podcast cover image

Value After Hours S05 E21: Justin Carbonneau and Jack Forehand on What Factors Work in the Market

The Acquirers Podcast

00:00

How to Use Factor Time to Determine the Cycle of Your Strategy

value used to do okay, but if you looked at value, probably when Jake wrote his 2015 article about this value spread being very tight, you would have picked up that they were pretty junky compared to what you could. You're underperforming getting wide outperforms getting narrower. It's all really challenging. Like all the factor timing stuff we've done is very, very difficult. But I think momentum is the best way to do it. Because momentum at least is like price is truth.

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