Excess Returns · Tuesday, July 7, 2026
Matt Zens, CIO of Longview Research Partners, emphasizes the importance of evidence-based investing, especially during periods perceived as bubble-like. He advises investors to focus on market prices rather than speculative narratives and highlights the value of diversification.
“we should always be evidence-based investors, but during these, I don't want to say bubbles, but like bubble-like periods, people tend to be a little more detached maybe from the evidence than they normally are.”
“We start with prices. We start with prices.”
“Diversification is especially valuable during these periods of time.”