Capital vs Careers | Buffett Conspiracy, All-Out Pod, Value & Momentum Overlap, Chat-GPT & Falconry
Pirates of Finance
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The Overlap in Value and Momentum
The valuation between deep value and growth stocks has gotten so wide that even though value names are starting to outperform there's such a gap there in the valuation. The factor correlations of value and momentum are near and have been near all time highs for the last couple of months. It's really interesting to think that you have these momentum chasers as well as value folks piling into the same names. And it's pretty fun to watch in real time.
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