Defending Value Investing Amid Market Shifts | 7min snip from Two Quants and a Financial Planner

Get the app

Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives

Two Quants and a Financial Planner

chevron_right

notes

CHAPTER

Defending Value Investing Amid Market Shifts

This chapter defends the relevance of value investing, addressing the perceived decline of the value premium amidst increasing market awareness. It balances humor with serious insights on investor behavior and the ongoing debate between value and growth stocks, encouraging listeners to engage with the content.

00:00

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Speaker 3

Go. Go. Go. Oh my god. Now. Go. Go. Yeah. Go. Go. Go. Go. To the blink. Go. Get out of here. Go. Go. Get out of here. Go. Go.

Speaker 2

Wait. Go. Go. What's next.

Speaker 4

Go. I want to start this topic off

Speaker 2

immediately with a complete tangent. Wonderful. Good. Of course. Many months ago, a TikTok by a creator called slowmo that's at SLO O W M O E E

Speaker 3

went viral. And it

Speaker 2

was asking people to record themselves before and after Googling, where does vanilla flavoring come from? Oh, do you guys remember that video? Yes. I know where

Speaker 1

it does come from. Yes. I don't remember the video. I think if you had told me this without the context, but but knowing the knowing that we're going to talk about beavers, I, I, I, a horrible memory has been unearthed. And I thought I had killed long ago. Um, oh boy, this is quite the way into this. This is how we're diving into

Speaker 2

this topic. Okay. Either of you told me where

Speaker 3

vanilla flavoring comes from. Well, it comes from vanilla pods. Yes. And I think I don't understand the science of it or how they make it, but something to do with beavers anal glands spot on.

Speaker 2

Yeah. Beavers have a gland in their anus that produces a chemical called castorium, which the beaver uses to market's territory. Castorium has quite a pleasant vanilla smell, basically because the beavers eat a lot of like wood in really simple times. Okay. It just means that the stuff that they produce smells different to what's in our anus. You

Speaker 4

know, imagine

Speaker 3

having a vanilla smelling shit. That'd be fantastic.

Speaker 2

Oh my God. So castorium is quite pleasant smelling and it is very, very, very occasionally used in food perfumes and candles as a sort of high end vanilla substitute.

Speaker 1

I was going to say because to, to, to, to, to, to have brought up sort of a big point, which is that like, I feel like the phases of, of learning this fact are like, wait, what? Oh my God. What have I been doing? And then the, and then the second stage is like, that can't be a fish. We, that, why would that be the primary way?

In this episode of "Two Quants and a Financial Planner," we explore key insights from our previous conversations with Larry Swedroe, one of investing's most evidence-based thinkers. Through a series of clips, we examine crucial investment principles including: Why all investment decisions should be grounded in evidence rather than narratives or speculation The challenge of market forecasting and why most predictions fail How market valuations have become increasingly bifurcated Understanding and surviving long periods of underperformance The importance of considering your unique risks when building a portfolio Why many investors are too conservative with illiquid investments A data-driven perspective on the future of value investing Whether you're a DIY investor or work with an advisor, this episode offers valuable lessons on building resilient portfolios based on academic evidence rather than market narratives.

SEE LATEST EPISODES

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

FIND OUT MORE ABOUT VALIDEA CAPITAL

FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS

FOLLOW JACK

FOLLOW JUSTIN

FOLLOW MATT

LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/⁠⁠⁠⁠⁠⁠⁠⁠

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

Home Top podcasts Popular guests