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The Downside of Conviction
Season 1 Episode 109
Conviction is probably the most important thing in investing. Regardless of the investment strategy you utilize, the ability to stick with it during the challenging periods is required to achieve its…
Published on 4 years, 4 months ago
Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz
Season 1 Episode 108
Many investors tend to think growth and momentum investing are highly aligned with each other. But as we have seen recently, with many momentum funds making an aggressive move into value, they also c…
Published on 4 years, 4 months ago
The Return of Tobias Carlisle
Season 1 Episode 107
This week we bring back our first repeat guest on the podcast. And we can't think of a better person to have back than our good friend Tobias Carlisle. When Toby originally came on the podcast, we we…
Published on 4 years, 4 months ago
A Deep Dive into Sector Investing with State Street's Matt Bartolini
Season 1 Episode 106
Investors tend to either invest in passive funds or operate at the other extreme and use active strategies that select individual stocks. But there is a case to be made for a strategy in the middle o…
Published on 4 years, 4 months ago
The Facts About Factor Timing
Season 1 Episode 105
Factor timing seems so sensible on the surface. The idea of adding exposure to out of favor factors appeals to investors' desires to buy low and sell high. But the reality is much more complicated th…
Published on 4 years, 5 months ago
The Truth About Dividend Investing
Season 1 Episode 104
Investors love dividends. They like them for their potential to beat the market. They like them for the income they provide. Some even like them because of their perceived safety. But the reality of …
Published on 4 years, 5 months ago
The Underrated Role of Behavior in Investing with Joe Wiggins
Season 1 Episode 103
Sometimes as investors we tend to focus their efforts on the wrong things. We will spend a lot of time building complicated strategies. We will focus on trying to beat the market. We will trade when …
Published on 4 years, 5 months ago
An Inside Look at the Contrarian Investment Strategy of David Dreman
Season 1 Episode 102
David Dreman is a well known contrarian investor and the author of Contrarian Investment Strategies: The Next Generation. Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual…
Published on 4 years, 5 months ago
The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process
Season 1 Episode 101
Investors will seek any type of edge they can find. Many run complicated models to try to generate an excess return. Others endure the pain that generating long-term excess returns using factors ofte…
Published on 4 years, 5 months ago
The Biggest Lessons From Our First 100 Episodes
Season 1 Episode 100
When we started our podcast in 2019, we were hoping we could create something that would be educational and informative for people who follow our content. But one of the biggest surprises for us is h…
Published on 4 years, 5 months ago