A Value Manager on How Most Value Managers Are Getting It All Wrong
Odd Lots18 Feb 2021

A Value Manager on How Most Value Managers Are Getting It All Wrong

As you might have heard, so-called value investing has not had a good run. At least from a quantitative standpoint, strategies that aim to buy low-valued stocks (based on metrics such as price-to-earnings or price-to-book) are quite out of favor, as fast growing names, loaded up on intangible capital, have outperformed. So is there any way to resuscitate the concept of value, or do investors just need to wait for the tides to change? On the latest Odd Lots, we speak with Rafe Resendes, a portfolio manager and co-founder of the Applied Finance Group, who argues for another way of reconceptualizing value, beyond just cheapness, in a way that works across market environments.

What do you love about Odd Lots? What topics do you want to see on upcoming episodes? Share your feedback about the show by completing our first-ever listener survey.

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1242)

Why Soccer Analytics Works Like Volatility Arbitrage Trading

Why Soccer Analytics Works Like Volatility Arbitrage Trading

American sports fans have long been comfortable talking in the language of stats and analytics. Soccer embraced the 'moneyball' revolution later; the sport was once perceived as too complex to model a...

16 Jul 51min

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

On July 14, New York Governor Kathy Hochul announced a one-year moratorium on new large data center projects in the state. It's the nation's first such pause at a time when anti-data center politics i...

15 Jul 42min

Why AI Might Actually Create More Work for Lawyers

Why AI Might Actually Create More Work for Lawyers

It seems obvious that among the many industries that AI might disrupt, the legal profession might face some of the most adverse outcomes. When clerical, research-based tasks like searching through dat...

13 Jul 55min

The Korean Levered ETFs Shaking Markets All Around the World

The Korean Levered ETFs Shaking Markets All Around the World

Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad ...

10 Jul 43min

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction of robotraders. When it comes to AI, the big ques...

9 Jul 52min

These Are the Sharps Actually Making Money on Prediction Markets

These Are the Sharps Actually Making Money on Prediction Markets

Here's a couple things about prediction markets. A lot of it is pure gambling and speculation, much of it on things with very little economic relevance. Another fact is that in all likelihood, if you ...

6 Jul 48min

How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food

How a Major Grocery Store Chain Can Dramatically Lower the Cost of Food

In June, grocery giant Aldi opened a store just off of Times Square in Manhattan. It's the company's first location in Midtown and, according to their US Chief Commercial Officer Scott Patton, Aldi ha...

3 Jul 50min

What Dan Wang Saw on His Last Trip to China

What Dan Wang Saw on His Last Trip to China

There's this weird contradiction that hovers almost all conversations regarding the Chinese economy. On the one hand, the growth and rising material prosperity is undeniable. And of course, Chinese in...

2 Jul 48min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
rss-pa-konto
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
utbytte
rss-skravla-gar
okonomiamatorene
lederpodden
liberal-halvtime
finansredaksjonen
rss-impressions-2
pengesnakk
paretopodden