The Death Of Value Investing?

0

Guest: Episode #59 has no guest, but is co-hosted by Jeff Remsburg.

Tesla Tax Incentives: When Will The Federal Credit Start To Wind Down?

Get The Timeless Reading eBook in PDF

Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

Is Mean-Reversion In Real Exchange Rates A Smart Value Strategy For FX?

Here’s a round up of hedge funds’ May returns

InvestTyro Absolute Return Fund was down 1.5% for May. The fund's main contributors in May were Super Micro Computer, which gained 1.6%, Shyft Group, which was up 1%, and GCI Liberty, which gained 1%. Detractors in May include Recro Pharma, which fell 2.6%, index shorts and hedges, which declined 2%, and DXC Technology, which was Read More


Date Recorded: 6/22/17

Run-Time: 1:07:08

Episode Sponsors:

  • FoundersCard – The exclusive community for entrepreneurs, innovators, and business professionals offering networking as well as exclusive offerings to the best brands in travel, lifestyle and business.
  • The Idea Farm –The Idea Farm gives small investors the same market research usually reserved for only the world’s largest institutions, funds, and money managers.
  • Freshbooks – Small business accounting software that makes billing painless

Profit Margins Could Shrink by up to 25% as ‘Productivity-Wage’ Gap Narrows

Comments or suggestions? Email us [email protected] or call us to leave a voicemail at 323 834 9159

Interested in sponsoring an episode? Email Jeff at [email protected]

Summary:  Episode 59 is a “radio show” format. This week we’re diving into some of the recent market stories which Meb has found most interesting. We also bring back some listener Q&A.

We start with a Tweet from Cliff Asness, in which he rebuffs a Bloomberg article titled, “The Death of Value Investing.” The article states that value “isn’t working. Sticking to that approach has resulted in a cumulative loss of 15 percent over the past decade, according to a Goldman Sachs Group Inc. report. During roughly the same period, the S&P 500 Index has almost doubled.”

Eugene Fama: Momentum Is A Big Embarrassment To Efficient Market Theory

...............

There’s plenty more – including our new partnership with Riskalyze, which enables advisors to allocate client assets into Trinity portfolios. But the more interesting story is how Meb gave his wife food-poisoning the other night. How’d he do it?

Correlation Between FAAMG stocks And Growth And Momentum Has Been Growing Stronger

Find out in Episode 59.

Links from the Episode:

Article by Meb Faber

Save

Save