After we finished recording this week's episode on the case against value stocks, we kept the recorder rolling and we have included that audio in this short bonus episode. We discuss the challenges of figuring out whether you have overcome your confirmation bias, how long it would take to officially say value investing is dead, and whether we remain believers in value after the exercise of challenging our belief in it. We hope you enjoy this bonus audio.
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Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
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