The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing
The Meb Faber Show - Better Investing
Growth Is What Drives Stock Prices
Growth has not achieved a growth rate faster than what was achieved historically, and that historical return differences between value and growth have not been sensitive to large changes in interest rates either. When there is less of a technological revolution, or none at all, value wins more often than growth does. But when growth does win, it wins big. As we've seen very recently. This idea is just a conjecture, and it needs some research to support it, so i'm planning to investigate it further. We saw growthy markets in the 19 twenties when automobiles, radio and electrical appliances were the technological frontier. In the 19 sixties with the onyx boom, i almost said sonic boom. And
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
