16min chapter

The Acquirers Podcast cover image

Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable

The Acquirers Podcast

CHAPTER

Value Investing Strategies in a Market Skewed Towards Momentum

The chapter critiques a market analyst's views on passive investing and delves into the benefits of value investing amidst market dynamics. Discussion includes the importance of cash flow yields, market structuring, and potential re-rating scenarios. It also explores the impact of high rates on value stocks, inflation, commodity markets, and the evolving energy landscape.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode