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An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert

Season 1 Episode 122

We are currently in a very interesting time for investors. We have experienced a run in equities following the 2020 decline that many did not think w…

4 years, 6 months ago

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Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since

Season 1 Episode 121

Momentum was a factor that many academics were very reluctant to embrace. Our guest this week, Sheridan Titman, helped to change that with his 1993 p…

4 years, 7 months ago

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Everything You Need to Know About Inflation with Cullen Roche
Everything You Need to Know About Inflation with Cullen Roche

Season 1 Episode 120

Inflation is probably the most talked about topic in investing today. Some think it has become a major problem. Others (including the Fed) think it i…

4 years, 7 months ago

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Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth
Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth

Season 1 Episode 119

This week we talk to Ritholtz Wealth CFO Bill Sweet. Bill has had a very unique career, which started serving our country in the military and also in…

4 years, 7 months ago

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The Underappreciated Growth Story of Emerging Markets with Kevin Carter
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, 7 months ago

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Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives
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, 7 months ago

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Balancing Return and Risk in Factor Investing with Harin de Silva
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, 8 months ago

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Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
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, 8 months ago

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Return Stacking with Corey Hoffstein and Rodrigo Gordillo
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, 8 months ago

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Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant
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, 8 months ago

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