Two Quants and a Financial Planner

The Case Against Value Investing

Sep 3, 2024
Is value investing still relevant in today's market? The hosts delve into how low interest rates and tech dominance challenge traditional value metrics. They explore the sway of narratives in investment decisions and the role big data plays in assessing company worth. With insights into adaptive strategies, the discussion highlights the shifting landscape of value investing amidst evolving market dynamics. Can investors navigate this complexity while staying true to Graham and Buffett's principles? Tune in for a vibrant exploration of current perspectives!
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Episode notes
1
Intro
00:00 • 2min
2
Navigating the Nuances of Value Investing
01:38 • 23min
3
The Impact of Narrative and Flow on Market Dynamics
24:20 • 3min
4
The Evolution of Value Investing
27:07 • 5min
5
The Evolution of Value Investing in a Data-Driven World
32:00 • 14min
6
The Evolution of ESG Investing: From Fad to Core Values
45:43 • 2min
7
Navigating Value Investing in a Tech-Driven Era
47:57 • 15min