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The Elusive Definition of Quality
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, 8 months ago

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An In-Depth Look at Factor Valuation - And Which Factors Look Cheap Today
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, 9 months ago

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Investing in Quality Dividend Growers to Achieve Your "Freedom Day" With Ryan Krueger
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, 9 months ago

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The Downside of Conviction
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, 9 months ago

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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, 9 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, 10 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, 10 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, 10 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, 10 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, 10 months ago

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