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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…
4 years, 7 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 Carlisl…
4 years, 7 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 i…
4 years, 8 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…
4 years, 8 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 beca…
4 years, 8 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…
4 years, 8 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…
4 years, 8 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 gene…
4 years, 8 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 con…
4 years, 8 months ago
Rob Arnott on Inflation, Bubbles and the Future of Value Investing
Season 1 Episode 99
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven't seen before. Fiscal s…
4 years, 9 months ago