Demystifying Value Investing: A Journey Through Cap-Weighted Portfolios, Inflation and AI's Impact With Rob Arnott

Lead-Lag Live - Un pódcast de Michael A. Gayed, CFA

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Are you ready to demystify value investing? Brace yourself as we, alongside our seasoned value investor, Rob Arnott, navigate the intricate landscape of value investing and its role during the recent COVID crash. Our insightful discourse will expose you to the allure of value investing, the strategies involved, and the rationale behind the downturn in value relative to growth. Intrigued by the effects of SEC's diversified portfolio rule on ETFs and mutual funds? We dissect this rule, exp...

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