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An In Depth Look at Momentum Investing and Trend Following with Jack Vogel
Season 1 Episode 69
There is perhaps no investment factor with more long-term data to support it than momentum. But despite that, its real world usage lags far behind other factors like value. Part of the reason for thi…
Published on 4 years, 10 months ago
The Impact of Intangible Assets on Value Investing
Season 1 Episode 68
Our economy is changing. Gone are the days where the biggest companies require substantial physical assets to operate and grow their businesses. Most of the companies that dominate our economy today …
Published on 4 years, 10 months ago
Interview: Replicating Private Equity Returns In Public Markets with Verdad’s Brian Chingono
Season 1 Episode 67
There are many misconceptions about private equity. Most investors see it as a domain where high net worth investors and institutions earn returns that can't be achieved via public markets. Investors…
Published on 4 years, 10 months ago
Examining the Arguments Against Value Investing
Season 1 Episode 66
After a decade of struggle, the past six months have finally given value investors reasons for optimism. Although the recent outperformance pales in comparison to the underperformance over the cours…
Published on 4 years, 11 months ago
Why Dividend Investing May Be Overrated
Season 1 Episode 65
Dividend based investing strategies are very popular among investors. The ability to receive regular cash payments from the equities they own and a belief that dividend paying stocks outperform the m…
Published on 4 years, 11 months ago
Breaking Down the Investment Strategy of Peter Lynch
Season 1 Episode 64
Peter Lynch is one of the most successful mutual fund managers of all time. Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in …
Published on 4 years, 11 months ago
The Importance of Expectations in Investing
Season 1 Episode 63
There is a common misconception that a good company is always a good investment. But that sometimes isn't the case. The reason for that comes down to the role that expectations play in investing. Com…
Published on 4 years, 11 months ago
The Biggest Lessons From Our Five Most Popular Interviews of 2020
Season 1 Episode 62
When we started our podcast late last year, we were hoping we could create something that would be educational and informative for people who follow our content. We were hoping we could take some of …
Published on 5 years ago
Eight Timeless Lessons All Investors Can Learn From Warren Buffett
Season 1 Episode 61
No investor can match the combination of Warren Buffett's annual returns and the period of time he has been able to sustain them. Buffett has generated those returns in a variety of ways, many of whi…
Published on 5 years ago
Making Sense of Fed Intervention, Fiscal Stimulus and MMT with Cullen Roche
Season 1 Episode 60
The way economic policy is implemented has undergone some major changes in the past decade. The Federal Reserve's response to the Great Financial Crisis, and the continued quantitative easing in its …
Published on 5 years ago