Value in a Changing Economy
The conversation delves into the impact of technological disruption on valuing stocks, emphasizing the need to adapt measurement methods to account for intangible assets. It highlights the complexities of determining which companies will benefit from economies of scale and the nuanced effects of a prolonged low interest rate environment on equity risk premiums and stock valuations.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
Related Questions