Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561

Today’s guest is Matthias Hanauer, a researcher on Robeco’s Quant Equity Research team.

In today’s episode, we discuss the intricacies of value investing, the impact of various factors such as interest rates and market conditions, and the potential for emerging markets and small cap stocks going forward. Matthias highlights his research on the

‘Factor Zoo,’ the integration of machine learning in investment strategies, the evolution of quantitative investing, and more.

(1:32) Introduction of Matthias Hanauer

(2:01) The state of value investing

(7:26) Value investing's relationship with interest rate

(14:10) Growth stocks vs. value stocks

(16:38) Comparing emerging and developed markets

(18:55) Market influences

(23:20) Factor Zoo pape

(28:57) Machine learning

(38:15) Momentum

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 

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