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Investing in Companies That Put Shareholders First with Joseph Boskovich
Investing in Companies That Put Shareholders First with Joseph Boskovich

Season 1 Episode 217

In this episode, we speak with Old West's Joseph Boskovich about their process for uncovering companies that focus on adding value for their sharehol…

2 years, 8 months ago

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Building a Six Factor Model Using Intangible Value with Kai Wu
Building a Six Factor Model Using Intangible Value with Kai Wu

Season 1 Episode 216

In this episode, we speak with Sparkline Capital founder Kai Wu about his excellent recent paper "Intangible Value: A Sixth Factor". We discuss his r…

2 years, 9 months ago

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Show Us Your Portfolio: Larry Swedroe
Show Us Your Portfolio: Larry Swedroe

Season 1 Episode 215

In our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth's Larry Swedroe. Larry has dedicated his career to educati…

2 years, 9 months ago

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Factor Investing for Retirement with DFA's Mathieu Pellerin
Factor Investing for Retirement with DFA's Mathieu Pellerin

Season 1 Episode 214

In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional F…

2 years, 9 months ago

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A Tour Around the Options World with SpotGamma's Brent Kochuba
A Tour Around the Options World with SpotGamma's Brent Kochuba

Season 1 Episode 213

There has been a lot going on in the options world that is impacting the stock market. The use of 0DTE (0 days to expiration) options has risen drama…

2 years, 9 months ago

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Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott
Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott

Season 1 Episode 212

In this episode, we speak with Unlimited Funds founder Bob Elliott. We discuss the general landscape of the hedge fund industry including the strateg…

2 years, 9 months ago

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Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton

Season 1 Episode 211

Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the re…

2 years, 9 months ago

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Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina

Season 1 Episode 210

In this episode, we speak with Northern Trust's Peter Mladina. Peter has published extensive research in the areas of both financial planning and fac…

2 years, 9 months ago

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The Impact of ChatGPT on Investing with Alejandro Lopez-Lira
The Impact of ChatGPT on Investing with Alejandro Lopez-Lira

Season 1 Episode 209

Like many investors, we have been thinking a lot about the impact that AI and large language models will have on investing. In this episode, we bring…

2 years, 10 months ago

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Bridging Academic Research and Real World Investing with Vanguard's Kevin Khang
Bridging Academic Research and Real World Investing with Vanguard's Kevin Khang

Season 1 Episode 208

In this episode, we speak with Vanguard's Head of Active and Alternatives Research Kevin Khang. Kevin offers a unique perspective due to his experien…

2 years, 10 months ago

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