Talk Your Book: Value & Momentum with Wes & Jack

On this edition of Talk Your Book, we spoke with Wes Gray and Jack Vogel of Alpha Architect about:

  • Which “death of value” arguments actually hold water?
  • Backtesting vs. the real world
  • Why any risk premium should work
  • Why shorting stocks is so difficult to pull off
  • Approaching investing from an academic background
  • The change in expectation benefit
  • What drives the value premium?
  • How much cheaper are foreign stocks than U.S. stocks?
  • How sentiment and stories impact investment returns
  • The difficulty in being benchmark agnostic
  • Why momentum is harder to wrap your head around than value
  • The similarities between value and momentum
  • Trend vs. growth vs. momentum

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