Irrationally Valuable

Update: 2021-02-24

Description

Markets can be irrational a long time, and we've been witnessing that over the past few years with Value stocks underperforming Growth and Tech stocks. But the tide may have turned, and Kate Mead is here to help us understand why Value is doing well and should do well over the next several years.

Mentioned in the Show:

My guest Kate Mead - Institutional Equity Portfolio Manager, MFS Investment Management
John Maynard Keynes - British economist immortalized by his observation that "the market can stay irrational longer than you can stay solvent."
David Aspell - Portfolio Manager at Mount Lucas Management
My factor investing research partner Jim Monroe
Our research on how factor perform in US Elections
Intangibles and how to measure Value
Mean Reversion - the most misunderstood and misinterpreted concept in investing.