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Talk Your Book: Valuation Still Matters

Talk Your Book: Valuation Still Matters

Michael Batnick
June 02, 2025

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Risk & Disclosure Information

Today's Talk Your Book is brought to you by J.P. Morgan Asset Management:

See here for more information on JPMorgans Active Value ETF

On today’s show, we discuss:

Why valuation still matters
Making the case for Value with J.P. Morgan Asset Management
How to define quality
Defining what Value means
Avoiding bear traps
The wine business
Including Amazon and Microsoft in the Value strategy
The cheapest sectors
Understanding sell discipline

J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc. is a member of FINRA. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co., and its affiliates worldwide. JPMorgan is not affiliated with Ritholtz Wealth Management LLC and A Wealth of Common Sense.