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An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates
Season 1 Episode 89
We are currently in a very challenging time for building multi-asset portfolios. The 60-40 portfolios is coming off one of its best decades ever, but the expected future returns on both stocks and bo…
Published on 4 years, 7 months ago
Strategy Focus: Low Volatility Investing and the Conservative Formula
Season 1 Episode 88
The success of of the low volatility factor can be challenging to explain. Investing theory teaches us that to get an additional return, we need to take additional risk and if we reduce risk, our ret…
Published on 4 years, 7 months ago
Six Potential Metrics to Help Limit Value Traps
Season 1 Episode 87
Deep value investing is about buying companies that other investors don’t want. It is about investing in companies where the current situation doesn’t look great – actually in many cases it looks hor…
Published on 4 years, 7 months ago
Investing in Freedom in Emerging Markets with Perth Tolle, Founder of Life + Liberty Indexes
Season 1 Episode 86
The emerging market universe includes a very diverse set of countries, many of which are sorely lacking in the types of freedom enjoyed by their people. Some of the biggest countries in emerging mark…
Published on 4 years, 7 months ago
Academic Research Spotlight: Migration by Eugene Fama and Kenneth French
Season 1 Episode 85
This week, we look at some interesting research that took a unique approach to explaining the value and size premiums. We examine the paper "Migration" by Eugene Fama and Kenneth French. The paper gr…
Published on 4 years, 8 months ago
The Three Keys to Understanding Investing Bubbles
Season 1 Episode 84
With the stock market at all-time highs and returns over the past year some of the best in history, the word "bubble" is getting thrown around more and more by investors. But before we jump to conclu…
Published on 4 years, 8 months ago
A Detailed Look at All Weather Investing with Eric Crittenden
Season 1 Episode 83
The last 40 years have been an exceptionally strong period for a portfolio of stocks and bonds. With stocks performing well and bonds benefitting from a tailwind of constantly falling interest rates,…
Published on 4 years, 8 months ago
The Changing Nature of Momentum Investing
Season 1 Episode 82
Investors tend to associate momentum with growth stocks. If you try to name a typical momentum stock off the top of your head, you will probably think of names like Google or Facebook or Amazon. And …
Published on 4 years, 8 months ago
The Strengths and Weaknesses of the Major Value Metrics
Season 1 Episode 81
Many investors think all value strategies are fairly similar to each other. And as a result they expect the value funds they invest in will all perform similarly over time. But the reality is that th…
Published on 4 years, 8 months ago
The History of Berkshire Hathaway and Warren Buffett with Adam Mead
Season 1 Episode 80
There have been hundreds of books written about Warren Buffett and Berkshire Hathaway. So it rare for a book come out that does something that none of the others have. But a new book coming out in Ap…
Published on 4 years, 8 months ago