The Acquirers Podcast

Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes

May 29, 2023
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1
Introduction
00:00 • 4min
2
The Long-Term Effects of Value
03:38 • 4min
3
The Attrition of Advisors Who Self-Identify as Value
07:18 • 5min
4
The Speculative Economy of the S&P 500
12:26 • 5min
5
How to Be Humble in the Face of All This
17:22 • 3min
6
The Consequences of Vacancy in San Francisco
20:12 • 3min
7
The Residential Side of the Tax Regime
22:44 • 6min
8
The Persistence of Profit Margins
28:24 • 1min
9
The Importance of Intellectual Honesty in Finance
29:37 • 2min
10
The Effect of Government Deficits on Profit Margin
31:14 • 5min
11
The Importance of Comparing Capes
36:11 • 1min
12
The Wealth Disparity Concept
37:28 • 5min
13
The Value of the Current Era
42:33 • 5min
14
The History of Value
47:47 • 3min
15
The Disinflationary Boston Pros Energy Out the Window
50:38 • 4min
16
The Threat of a Priced to Book
54:33 • 2min
17
The End of Yendet
56:59 • 4min