Podcast Episodes
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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, 6 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, 7 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, 7 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, 7 months ago
Interview: Curating Investing Content and Sharing Knowledge w/ Tadas Viskanta of Abnormal Returns and Ritholtz Wealth Management
Season 1 Episode 47
The volume of financial content that is produced these days can be completely overwhelming. Filtering through it to find the best articles is a task …
5 years, 7 months ago
Why Growth Investing is Harder Than You Think
Season 1 Episode 47
Growth investing has seemed easy in the past decade. Growth stocks have easily outpaced both value stocks and the market, which has led to great perf…
5 years, 7 months ago
Interview: A Multi-Disciplinary Approach to Investing and Learning with Nir Kaissar
Season 1 Episode 46
Investing in today's world requires an ability to understand multiple disciplines. In addition to understanding markets and having the ability to put…
5 years, 7 months ago
Interview: Liquidity Cascades with Corey Hoffstein
Season 1 Episode 45
It has been said that the most dangerous words in investing are "this time is different". But sometimes a confluence of factors come together to sign…
5 years, 7 months ago
Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management
Season 1 Episode 44
Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and act…
5 years, 8 months ago
Interview: The Past, Present and Future of Investing with Morningstar's John Rekenthaler
Season 1 Episode 43
John Rekenthaler is Vice President of Research for Morningstar, the author of the Rekenthaler Report column, and a leading expert on the mutual fund …
5 years, 8 months ago