Capital Ideas Podcast cover image

Growth vs. value: Is the tide turning?

Capital Ideas Podcast

CHAPTER

The Value Stock Resurgence

This chapter explores the potential revival of value investing in the face of changing market dynamics, contrasting it with growth stocks. It highlights sector-specific opportunities in consumer staples, materials, and healthcare, while urging a more selective stock-picking approach among dominant companies.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

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