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Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve’s Riffs – On Value Investing
Description: This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. We were joined this week by our friends Wes Gray (Alpha Architect) and Tobias Carlisle (Acquirers Funds) to discuss value investing, its prolonged winter and how it has fared in the current environment. This broad conversation includes: How value has historically outperformed growth, despite appearing to lag most of the time The mental – and emotional – fortitude required to stick with it during tough periods Active share – disaggregating value from broad equity beta Difference between harvesting Value in Long...