I wanted to share with you an interview I did with Tobias Carlisle of the Acquirer’s Funds and the Acquirer’s Multiple. In the interview, Toby and I discuss how sector concentration explains a lot of the divergence in growth versus value performance, as well as inter-country equity market returns.
Here’s the link on YouTube:
If you prefer to download and listen on the go, the link is here:
https://podcasts.apple.com/us/podcast/the-acquirers-podcast/id1454112457?i=1000452255684