September 2, 2019· 38 min

Why Value Investing Has Been Doing Terribly

Orality
Model
75%
Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostTracy Alloway(1,084 words)
M:28%
HostJoe Weisenthal(1,084 words)
M:28%
GuestChris Meredith(4,668 words)
M:28%

Oral Indicators

Agonistic33%
definitely, basically, obviously
Engagement58%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
value (93x), like (75x), know (63x)
Parallelism100%
And I'm Joe Weisenthal...., So, Joe, when you think about ..., Or maybe that big, Benjamin Gr...
Sound Patterns99%
79 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases8%
at the end of the day, you know what, i mean

Literate Indicators

Hedging9%
probably, maybe, could
Passive Voice10%
are used, be broken, was when
Abstract Nouns17%
investment, consternation, moment
Subordination6%
since, because, though
Sentence Length44%
Avg: 16.1 words/sentence
Word Complexity48%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style42%
464 personal pronouns found
Descriptive Style73%
probably, immediately, early

Description

One of the oldest, most basic strategies in investing is value investing, which, for lack of a better way to put it, means "buy stocks that are cheap." Value investing, a style associated with Warren Buffett, systematically attempts to uncover low-priced stocks. But by many measures, value investing hasn't been working recently, as high-priced growth stocks (think: technology) have trounced cheap stocks. On this week's episode, we speak with Chris Meredith, Co-CIO of O'Shaughnessy Asset Management about what's behind this underperformance, and why that may be coming to an end. See omnystudio.com/listener for privacy information.