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Enduring Investing and Life Lessons with Guy Spier
Season 1 Episode 200
In this episode, we speak with Guy Spier. Guy has built a very successful long-term track record as a value investor, but the lessons we can learn fr…
3 years, 2 months ago
Factor Investing in Under the Radar Markets with Chris Covington
In this episode, we talk factor investing with AJO Vista Head of Investments Chris Covington. We discuss their unique approach to factor investing an…
3 years, 2 months ago
A Deep Dive into Custom and Direct Indexing with Ehren Stanhope
Season 1 Episode 198
Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors…
3 years, 2 months ago
Building an Inflation Fighting Portfolio With Dave Schassler
Season 1 Episode 197
With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their por…
3 years, 2 months ago
What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche
Season 1 Episode 196
With the failure of Silicon Valley Bank last week, we wanted to do a special episode to better understand what happened, and what all of us can learn…
3 years, 2 months ago
A Detailed Look at the "Night Effect" with Bruce Lavine
Season 1 Episode 195
You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn't the case. In this…
3 years, 2 months ago
The Education of a Financial Planner: A Primer on College Saving and Planning
We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clie…
3 years, 3 months ago
Show Us Your Portfolio: Corey Hoffstein
Season 1 Episode 194
In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal port…
3 years, 3 months ago
New Podcast - The Education of a Financial Planner: Episode 1: Goals-Based Planning
We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clie…
3 years, 3 months ago
The Four Pillars of Macro with Andy Constan
Season 1 Episode 193
In this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflatio…
3 years, 3 months ago