Travis runs KCI Research and The Contrarian - why they're still focused on value and commodities (0:25). Really long market trends. Why new bull markets could run 10+ years (3:05). This is an abridged conversation from a recent Investing Experts podcast.

Show Notes:
For Those Investors Stuck On Yield, 2023 Was Opportunistic
A Banner Year To Be A Contrarian In The Golden Age Of Active Investing

Episode transcripts: seekingalpha.com/wsb

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