Value stocks tend to perform better in environments with rising inflation and rising interest rates, while growth stocks perform better in environments with falling inflation and very low interest rates, making factors useful for diversifying across different economic regimes.

causalpending

Speaker

Ben Carlson

Evidence Quote

“value stocks tend to do better when inflation is higher rising and interest rates are higher rising... growth stocks [do better with] falling inflation and very low interest rates”

Source

Practical Lessons from Ben Carlson— Excess Returns
Created: 8/11/2026, 7:52:29 AM

My Notes

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