Is value dead? One of Australia’s greatest investing veterans weighs in

The Hall of Fame fund manager and IML founder, Anton Tagliaferro, has seen enough cycles to know we’re nearing the top.

He is convinced we are in a "speculative frenzy" of a bubble.

In this episode, he provides his outlook on markets and where he’s seeing value.

Chapters:

00:00 Introduction

01:22 AI Bubble or Déjà Vu?

03:54 Why AI May Disappoint

07:40 Is Value Investing Dead?

10:17 How Anton Invests Personally

15:15 Back Into Fund Management

16:56 Small Caps and New Fund

20:45 Advice for Uncertain Markets