March 2, 2021
Some Practical Ways to Look at Blending Factors
This post discusses some basic principles that they think can possibly achieve success when building multi-factor models.
February 26, 2021
The Queen’s Gambit Declined
The game of chess shows us that there are reasons why declining to take a particular position today may actually offer better long-term prospects for portfolios, and a higher probability of winning the long game.
February 26, 2021
Webinar – IBKR – US Tax Information for Non-US Persons
February 24, 2021
Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis
Seth Meyer, Brent Olson, and Nick Schommer from Janus Henderson Investors, discuss the benefits of collaboration in their stock and bond analysis.
February 23, 2021
What GameStop’s Crazy Ride Can Teach Us About Investing
February 17, 2021
Staying Zen When Stock Prices Wobble
Why do so many investors sell, and then lose money on the asset, only to discover that if they would have waited, the price of the asset would have recovered?
February 16, 2021
The Elusive Definition of Risk – And Some Practical Ways to Measure It
In this episode, we look at some of the most important risks we face as investors, and why they are impossible to disentangle from our own behavior.
February 9, 2021
An In Depth Look at Momentum Investing and Trend Following with Jack Vogel
In this episode, we take a deep dive into momentum investing with Alpha Architect’s Jack Vogel. We discuss why momentum works, how it is measured, and some potential ways to enhance the returns of momentum strategies.
January 12, 2021
Breaking Down the Investment Strategy of Legendary Fund Manager Peter Lynch
In this episode, we look at Lynch’s approach to investing and our quantitative strategy based on him, which we extracted from his book One Up On Wall Street.
January 5, 2021
The Importance of Expectations in Investing
In this episode, we look at the importance of expectations in investing and how investors can look at this issue.
January 4, 2021
Make a Resolution That Counts
December 30, 2020
The 60/40 Portfolio Is Alive and Well
December 29, 2020
The Biggest Lessons From Our Five Most Popular Interviews of 2020
To bring 2020 to a close, we took a look at our five most popular interviews of the year and found the most important lesson we learned from each of them. We bring all those lessons together in our final episode of the year.
December 23, 2020
How 529 Plans Encourage Higher Education Among Underserved Groups
To reach a broader range of families, a number of states have implemented programs that seek to address the issue of accessibility, encourage participation, and target underserved populations.
December 18, 2020
A Masterclass in Diversification
December 15, 2020
Twin Momentum: Combining Fundamental and Price Momentum Together In One Quantitative Model
In this episode we discuss this paper and the pros and cons of combining fundamental and price momentum.
December 11, 2020
What is Modern Monetary Theory? | The Big Explainer
December 4, 2020
What Happens When IPOs Are Canceled
Ant Group and WeWork are recent high-profile examples of floats that didn’t make it over the line. Should investors be worried if a company changes its mind?
November 19, 2020
What is LIBOR? | The Big Explainer
November 17, 2020
The Life Cycle of Investing Factors
November 13, 2020
What Are Corporate Bonds and Loans?
November 11, 2020
There’s No Free Lunch in the Market…But Is There?
November 10, 2020
Inverse ETFs: A Hedging Strategy Amid Rising Volatility
November 10, 2020
When Quantitative Becomes Discretionary
The idea of the purely quantitative strategy may be more of a myth than a reality and it is likely just as important to evaluate the people and process behind a quant strategy than the strategy itself.
November 4, 2020
A Big Moment Arrives for SOFR
A long-awaited step for the transition to Secured Overnight Financing Rate (SOFR) happened in October with more than $7.2 trillion notional shifting from the Fed Funds rate.
October 22, 2020
Writing Covered Calls — Some Points to Consider
October 13, 2020
The Role of Expectations in Investing
October 9, 2020
What Is Inflation & Deflation?
October 7, 2020
