Podcast Episodes
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The Benefits of a Value Composite
Season 1 Episode 9
Picking the right value metric can be one of the biggest challenges of quantitative value investing. Although the Price/Book is the most widely used …
6 years, 6 months ago
The Perils of Market Forecasting
Season 1 Episode 8
We have just completed market prediction season. Its the time of year where there are countless forecasts about what the economy will do in the new y…
6 years, 6 months ago
The Challenges of Developing a Sell Strategy
Season 1 Episode 7
As difficult as it is to figure out the right stocks to buy, determining when to sell can be even more challenging. In this episode, we look at the i…
6 years, 7 months ago
Bonus: Long Live Value Investing?
Season 1
After we finished recording this week's episode on the case against value stocks, we kept the recorder rolling and we have included that audio in thi…
6 years, 7 months ago
The Case Against Value Stocks
Season 1 Episode 6
Confirmation bias is one of the biggest problems in investing. We all have a set of core beliefs, and we tend to surround ourselves with people who a…
6 years, 7 months ago
The Double Edged Sword of Avoiding Value Traps
Season 1 Episode 5
Many value stocks are cheap because they deserve to be. Some of them no longer have sustainable businesses, and as a result their current discounted …
6 years, 7 months ago
Lessons From the March For the Fallen
Season 1 Episode 4
In this episode, we discuss Justin's experience participating on the Alpha Architect team in last year's March for the Fallen. and how some of the le…
6 years, 7 months ago
Six Common Misconceptions About Factor-Based Strategies
Season 1 Episode 3
Factor strategies have grown exponentially in the past decade. Almost every major asset manager now offers their variation of things like value, mome…
6 years, 8 months ago
The Rising Bar for Active Management
Season 1 Episode 2
The market has always been tough to beat, but the ability to investors to gain inexpensive exposure to factors like value and momentum has made the j…
6 years, 8 months ago
The Mechanics of Value Investing
Season 1 Episode 1
There is a tendency to believe that all value investing strategies are similar. But beneath the surface, many value approaches couldn’t be any more d…
6 years, 8 months ago