It’s a perennial debate among market wonks: when will growth stocks finally stop outperforming value stocks for more than a short period? And what has driven the outperformance? Daniel Davidowitz, co-head of the large-company growth team at Polen Capital Management, offers his take. First, he says, you have to deconstruct the meanings of “growth” and “value.”

Mentioned in this podcast: 

Is Value Dead? Debate Rages Among Quant Greats From Fama to AQR

Stocks’ Covid Angst Takes Violent Turn After Simmering for Days

It’s a perennial debate among market wonks: when will growth stocks finally stop outperforming value stocks for more than a short period? And what has driven the outperformance? Daniel Davidowitz, co-head of the large-company growth team at Polen Capital Management, offers his take. First, he says, you have to deconstruct the meanings of “growth” and “value.”Mentioned in this podcast: <a href="https://www.bloomberg.com/news/articles/2020-06-03/quant-fight-2020-inside-wall-street-s-big-argument-on-value">Is Value Dead? Debate Rages Among Quant Greats From Fama to AQR</a><a href="https://www.bloomberg.com/news/articles/2020-06-24/simmering-for-days-stock-market-covid-angst-is-turning-violent">Stocks’ Covid Angst Takes Violent Turn After Simmering for Days</a>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

Views of a Top Growth Manager

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/72d5d48d-f7cc-4af5-a8ec-ae3c003217a8/transcript

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