The Meb Faber Show: “Resurrecting Value Investing! Possible? Matthias Hanauer Shares”
The Meb Faber Show: “Resurrecting Value Investing! Possible? Matthias Hanauer Shares”
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Today’s guest is Matthias Hanauer, a researcher on Robeco’s Quant Equity Research team.
In today’s episode, we discuss the intricacies of value investing, the impact of various factors such as interest rates and market conditions, and the potential for emerging markets and small cap stocks going forward. Matthias highlights his research on the ‘Factor Zoo,’ the integration of machine learning in investment strategies, the evolution of quantitative investing, and more.
To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episo…
(1:32) Introduction of Matthias Hanauer
(2:01) The state of value investing
(7:26) Value investing’s relationship with interest rate
(14:10) Growth stocks vs. value stocks
(16:38) Comparing emerging and developed markets
(18:55) Market influences
(23:20) Factor Zoo pape
(28:57) Machine learning
(38:15) Momentum
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