Emidio Checcone, co-manager of the DoubleLine Equity Value
Strategy, says that the recent value surge is just the start of
what should be a long run where the value investment
staples dramatically outperforms growth. Checcone
notes that at the end of 2019, value was lagging growth by
record margins, and that differential grew bigger by 35 percent in
2020 as the stock market took off. Now, Checcone sees value as
bouncing back and notes that the recent outperformance by value --
which beat growth by 10 points in the first quarter and is up
by about 7 points year to date -- seems 'pretty meager' compared to
what he expects for months and years ahead. In the Market Call,
Tucker Walsh of the Polen U.S. Small Company Growth Fund explains
his firm's flywheel framework for finding stocks with outsized
potential for gains. And Chuck starts the show by answering three
questions from audience members.
About the Podcast
Veteran financial journalist Chuck Jaffe talks with the big thinkers, the power brokers and the market movers to keep you up to date on the market and the economy, with an eye toward where, how and why to invest. Plus personal finance content to cut through the clutter and improve your life.