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Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)

The Market Huddle

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Value Relative to Growth - Is That About to Run Again?

value stocks were about one eighth as expensive as growth stocks, measured using price to book a. And they went on over the next seven years to be a roughly one fourth as expensive as growers. The snapback has been well over 25 hundred basis points for value relative to growth. But people are only just now starting to sayor maybe i need some of this igt.

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