Trillions Next up: Barry Ritholtz
Aug 16, 2018
Barry Ritholtz, a money manager and Bloomberg Opinion columnist, discusses factors investing and the controversy around smart beta. The podcast also explores the performance of low-cost value stocks and the psychology of investors. Additionally, it talks about value traps, anti bubble concept, 'Armageddon traders,' and promotes the podcast 'Masters in Business'.
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Podcast Recommendation
- Check out Barry Ritholtz's podcast, Masters in Business.
- He interviews smart people in investing and business.
Fama French Factor Models
- Fama and French's factor model(s) identify factors driving stock performance.
- These include market beta, size, value, momentum, quality, illiquidity, and investment.
Value Stock Psychology
- Value stocks (not low-priced, but undervalued) tend to outperform expensive stocks long-term.
- This isn't about risk, but investor psychology, says Barry Ritholtz.