The Acquirers Podcast cover image

The Acquirers Podcast

Value After Hours S05 E37: Value Spread Wide but Closing, and What's Driving the Value Spread

Oct 16, 2023
Jake, partner at Farnam Street, discusses the possibility of uninverting the yield curve, fluctuations in operating margins, narrowing value spread, decline in commercial credit, healthcare costs, and thoughts on weight loss drug Zempic.
01:01:53

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Quantitative value investing has stronger evidence than Fama and French's landmark paper.
  • Fundamental analysis suggests holding onto investments for the long term.

Deep dives

Graham's Strong Evidence for Quantitative Value

The intelligent investor has stronger evidence for quantitative value investing than Fama and French's landmark paper.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode