Rules based investing with Methodical Investment's David Kaiser

The podcast explores rules-based quantitative investing, particularly within a value framework, and how it can be applied and adapted in a market increasingly influenced by AI. David Kaiser from Methodical Investments, a fundamentally driven, data-focused value investor, discusses his firm's approach, which balances quality and discount while maintaining consistent rules. Kaiser emphasizes the importance of not constantly adapting investment strategies, instead focusing on long-term historical data and patience. The conversation covers sector selection, favoring consumer discretionary, energy, and financials, while also addressing the challenges of corporate governance and "melting ice cube" scenarios. The discussion further explores data integrity, rebalancing strategies, and the potential impact of AI on investment processes.