Are central banks crowding out value investors? Tobias Carlisle, principal and founder of Acquirers Funds, explains the distortions caused when the cost of money is virtually zero, and businesses are not rewarded for sound economic decision making. Carlisle discusses the extreme sensitivity to interest rates seen in growth stocks, such as tech stocks, while value stocks remain less sensitive. Do interest rates need to rise for value stocks to outperform? Chris Cole, founder & CIO of Artemis Capital Management, joins Tobias Carlisle for this peer-to-peer conversation from Real Vision.
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