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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Submit your questions! Email: [email protected] For more educational resources, check out the Alpha Architect blog. https://www.alphaarchitect.com/subscribe Follow us on X: Wes Gray, PhD: https://x.com/alphaarchitect Jack Vogel, PhD: https://x.com/jvogs02 Ryan Kirlin: https://x.com/RyanPKirlin Jose Ordoñez Jr: https://x.com/JOrdonezJr 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.
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