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10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle

Excess Returns

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Systematic Value Investing and Historical Evidence of Outperformance

The speaker discusses the belief in systematic value investing and presents strong historical evidence of outperformance by value stocks over time. They emphasize understanding market inefficiencies that lead to undervalued value stocks.

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