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Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz
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

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The Return of Tobias Carlisle
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

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A Deep Dive into Sector Investing with State Street's Matt Bartolini
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

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The Facts About Factor Timing
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

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The Truth About Dividend Investing
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

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The Underrated Role of Behavior in Investing with Joe Wiggins
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

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An Inside Look at the Contrarian Investment Strategy of David Dreman
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

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The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process
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

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The Biggest Lessons From Our First 100 Episodes
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

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Rob Arnott on Inflation, Bubbles and the Future of Value Investing
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

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