Michael Wursthorn
speaker
1,567 appearances
29 recordings
1 series
first heard Jul 2017
last heard Nov 2021
Michael Wursthorn’s voice in public audio — every appearance, attributed to the second.
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Appearances
And this is the crossroads that value investors really are at, because you've had for, you know, over the second half of the last 10 years, the big base of value investors changing, leaning more toward growth,
And right now we're in a position where with interest rates are rising, we could be at the start of a new cycle for the stock market where value finally does outperform.
So value investors are going to be in a really tough spot to decide.
Do they adhere to the drip that they've started over the last five years?
Or do they return to those traditional strategies?
Many of the value investors I spoke with, they're trying to do a mix of both.
So they're still leaning toward those traditional value strategies, and they're using small portions of their portfolio to have some exposure to growth just because they're not entirely sure that the rising interest rates alone is going to be enough to bring back the boom times for value investing.
Thanks so much.
No.
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Yeah.
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It's been a phenomenal ride this year only because when you saw back in January, oil prices reaching near 70, never really quite got there until recently.
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But it was nearing there.
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The energy sector wasn't really moving the way it was now.
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And so there was a good period of time last year.
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and much of this year so far, up until recently, where oil prices weren't really correlating all that much with stock prices, which is, you know, when you think about just the last, you know, 20, 30 years with energy prices and how that affects stocks, you know, the greatest example was that slump in 2014 when prices tumbled from $100 a barrel.
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So, up until recently, there has been this disconnect, and now those stocks are really starting to move.
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Over the last several years, investors at one point were piling tons and tons of money into energy.
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And there wasn't really much of a warning for a lot of investors when oil prices tumbled from $100 a barrel.
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So there were a lot of folks who were not that familiar with the space that I would describe as more of a generalist
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retail investor that didn't really understand sort of the ramifications that if oil prices were to suddenly plummet, what does that do to the value of those stocks?
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Showing 1221–1240 of 1,567 · page 62 of 79
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