After a decade of growth stocks leading the market higher, there are signs that value stocks are finally ready to take the baton and overtake growth - or are they? Unlike during the last growth-fueled rally - the dot-com bubble of the late 1990s, many today's "growth" stocks (AAPL) (MSFT) pay dividends and have rock-solid balance sheets and business models. Director of Asset Allocation at WisdomTree, Jeff Weniger, joins Let's Talk ETFs to explain why he believes value's time is finally here.
Show Notes:

4:30 - Jeff's backstory: Why he's a top-down asset allocator

14:15 - What does the shift to value say about where we are in the current economic expansion cycle?

26:00 - How does WisdomTree define value (hint: it's not about book value) - and how does that play out in its fund construction? A look under the hood of the WisdomTree U.S. LargeCap ETF (EPS) and the WisdomTree U.S. LargeCap Dividend ETF (DLN)

35:30 - Growth stocks today vs. growth stocks in 1999: Apple (AAPL) and Microsoft (MSFT) as the top 2 holdings in both EPS (core/growth) and DLN (value)

52:30 - Current valuations for U.S. vs. international equities


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