The Alpha Architect Round Up

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The Economist Article: https://www.economist.com/finance-and-economics/2024/11/21/should-investors-just-give-up-on-stocks-outside-america

Welcome to the Alpha Architect Round Up. Every month the Alpha Architect crew gets together and talks financial trends and news with an evidence-based outlook. In this episode, we look back to 2024 to reminisce on the lessons learned and look forward to 2025 to see where markets are going.

0:00 - Intro
0:58 - 2024 Retrospective
9:25 - US Concentration
15:50 - US CAPE Valuation
18:52 - International Mean Reversion
26:11 - 2025 Predictions
29:07 - Benjamin Graham the Factor Investor?
34:40 - Favorite Investors
38:40 - Outro

Disclosures: https://alphaarchitect.com/disclosures.