In this episode of Two Quants and a Financial Planner, we tackle a question that is on many investor’s minds: Is value investing dead? We explore various arguments for and against value investing’s continued relevance in today’s market.
We discuss:
- The impact of low interest rates and Fed policy on value investing
- Whether too many investors have adopted value strategies
- How narrative-driven markets affect value investing
- The challenges value faces in a tech-dominated market
- The role of big data and its effect on traditional value metrics
- Whether value investing is betting against technological progress
We aim to provide a balanced view, acknowledging the arguments on both sides. While we don’t come to a definitive conclusion, we offer insights on how investors might think about value in their portfolios going forward.
