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

The Acquirers Podcast

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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.

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