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The Impact of Intangible Assets on Value Investing
Season 1 Episode 68
Our economy is changing. Gone are the days where the biggest companies require substantial physical assets to operate and grow their businesses. Most…
5 years, 1 month ago
Interview: Replicating Private Equity Returns In Public Markets with Verdad’s Brian Chingono
Season 1 Episode 67
There are many misconceptions about private equity. Most investors see it as a domain where high net worth investors and institutions earn returns th…
5 years, 2 months ago
Examining the Arguments Against Value Investing
Season 1 Episode 66
After a decade of struggle, the past six months have finally given value investors reasons for optimism. Although the recent outperformance pales in…
5 years, 2 months ago
Why Dividend Investing May Be Overrated
Season 1 Episode 65
Dividend based investing strategies are very popular among investors. The ability to receive regular cash payments from the equities they own and a b…
5 years, 2 months ago
Breaking Down the Investment Strategy of Peter Lynch
Season 1 Episode 64
Peter Lynch is one of the most successful mutual fund managers of all time. Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent averag…
5 years, 2 months ago
The Importance of Expectations in Investing
Season 1 Episode 63
There is a common misconception that a good company is always a good investment. But that sometimes isn't the case. The reason for that comes down to…
5 years, 2 months ago
The Biggest Lessons From Our Five Most Popular Interviews of 2020
Season 1 Episode 62
When we started our podcast late last year, we were hoping we could create something that would be educational and informative for people who follow …
5 years, 3 months ago
Eight Timeless Lessons All Investors Can Learn From Warren Buffett
Season 1 Episode 61
No investor can match the combination of Warren Buffett's annual returns and the period of time he has been able to sustain them. Buffett has generat…
5 years, 3 months ago
Making Sense of Fed Intervention, Fiscal Stimulus and MMT with Cullen Roche
Season 1 Episode 60
The way economic policy is implemented has undergone some major changes in the past decade. The Federal Reserve's response to the Great Financial Cri…
5 years, 3 months ago
Twin Momentum: Combining Fundamental and Price Momentum Together In One Quantitative Model
Season 1 Episode 59
The academic research supporting the momentum factor is very strong. But most of that research focuses on the momentum in a stock's price. An inter…
5 years, 3 months ago