The Challenge of Faith in Value Investing and the Importance of Narrative

Narratives are everywhere in the investing world. They influence what we think as investors. They also influence the decisions we make. Behind the scenes, there is a science to how narratives work. They follow a predictable life cycle and technology can be utilized to measure them and analyze their impact on stock returns. In this episode, we discuss narrative as an investing factor with Epsilon Theory founder Ben Hunt. We talk about the life cycle of narratives, how they are measured, the types of investments they work best on and a lot more.

We hope you enjoy the discussion. SEE LATEST EPISODES

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