Podcast Episodes
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Lessons From Our First Year of Podcasting
Season 1 Episode 58
We have reached the one year anniversary of the podcast so we wanted to take a break from our regular investing episodes for a week and reflect back …
5 years, 3 months ago
Why Eliminating Discretion from Quantitative Models is Harder Than You Think
Season 1 Episode 57
There is a tendency for those of us who support quant models to talk about them as if they are these things that just run on autopilot over the long-…
5 years, 4 months ago
Is Value Investing Dead?
Season 1 Episode 56
Value investing has struggled for over a decade now. Although no one will dispute that fact, there are significant disagreements about whether this i…
5 years, 4 months ago
Why You Shouldn’t Try To Copy Warren Buffett
Season 1 Episode 55
Warren Buffett is one of the greatest investors of all time. He has also been very generous in sharing the lessons he has learned over his career wit…
5 years, 4 months ago
The Fundamental Principles of Benjamin Graham and Whether They Still Work Today
Season 1 Episode 54
Benjamin Graham is considered by many to be the father of value investing. Not only did Graham produce an exceptional track record during his lifetim…
5 years, 4 months ago
Monopolies, Intangible Assets and the Disruptive Economy with Kai Wu
Season 1 Episode 53
Our economy is changing. The largest, most successful companies in the world no longer require substantial tangible assets to operate their businesse…
5 years, 4 months ago
Are Flows Into The S&P 500 And Other Passive Indexes Distorting The Market?
Season 1 Episode 52
There is little disagreement among market observers that passive investing is growing. There is also little dispute that the trend is likely to conti…
5 years, 4 months ago
Interview: The Birth, Growth & Death of Investing Factors with Adam Butler
Season 1 Episode 51
Many investors have come to accept the fact that the major factors like value and momentum will produce excess returns over the long-term. But what i…
5 years, 4 months ago
Why Your Politics Shouldn't Affect Your Investment Portfolio
Season 1 Episode 50
We all have our political views. We all have a series of policies that we think would make the world a better place than it is today. And in the pola…
5 years, 4 months ago
The Dangers of Trying to Outsmart the Market
Season 1 Episode 49
All of us can fall into the trap of thinking that a certain outcome in investing is obvious. Whether it be the future direction of the market, which …
5 years, 5 months ago