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The Underappreciated Growth Story of Emerging Markets with Kevin Carter
Season 1 Episode 118
Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who …
4 years, 5 months ago
Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives
Season 1 Episode 117
The 60-40 portfolio has been a solid long-term performer for investors. It has worked in bull markets. It has also held up well in deflationary shock…
4 years, 5 months ago
Balancing Return and Risk in Factor Investing with Harin de Silva
Season 1 Episode 116
Many factor investors tend to use similar approaches. You will typically see some value and momentum in their strategies. You will also likely see so…
4 years, 5 months ago
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
Season 1 Episode 115
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But rec…
4 years, 6 months ago
Return Stacking with Corey Hoffstein and Rodrigo Gordillo
Season 1 Episode 114
With bonds yields near all time lows and stock valuations near all time highs, the future returns of the 60/40 portfolio don't look promising. This h…
4 years, 6 months ago
Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant
Season 1 Episode 113
Our guest in this episode is Gregg Fisher of Quent Capital. Gregg was a pioneer in factor investing and the founder of Gerstein Fisher, which he grew…
4 years, 6 months ago
The Elusive Definition of Quality
Season 1 Episode 112
Buying stocks of high quality companies is something investors are almost universally attracted to. But the details of how to define quality, and the…
4 years, 6 months ago
An In-Depth Look at Factor Valuation - And Which Factors Look Cheap Today
Season 1 Episode 111
Valuing factors can be a confusing process. Not only are there are different factors to look at, there are also many ways to define them and a variet…
4 years, 6 months ago
Investing in Quality Dividend Growers to Achieve Your "Freedom Day" With Ryan Krueger
Season 1 Episode 110
When many investors think about dividend investing they think about buying the highest yielding stocks. But investing in quality companies that are g…
4 years, 7 months ago
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 …
4 years, 7 months ago