May 6, 2021
In this edition, Bob Gruendyke, Senior Portfolio Manager with the Heritage Growth Equity team at Wells Fargo Asset Management (WFAM), speaks about the recent phenomenon across the investing community of special purpose acquisition companies, otherwise known as SPACs.
May 5, 2021
May 4, 2021
Depending on the data you look at, low volatility stocks either produce a similar return to the market with less risk or might even produce an excess return.
April 27, 2021
This week, we look at some interesting research that took a unique approach to explaining the value and size premiums. We examine the paper “Migration” by Eugene Fama and Kenneth French.
April 23, 2021
This article looks at some of the ways Validea has found that can be helpful in trying to avoid value traps.
April 6, 2021
Momentum is an entirely different animal than value. Investors tend to associate momentum with growth stocks.
March 30, 2021
In this episode, we wanted to counteract that bias and look at the other side of the coin. We are joined by Applied Finance founder Rafael Resendes, who has been a vocal critic of traditional approaches to value.
March 19, 2021
March 18, 2021
This episode features a conversation about scientific learning and how innovative technologies can supplement time-tested and proven investment processes. Today, Randy Mangelsen, Co-Head of the Investment Analytics team at Wells Fargo Asset Management (WFAM), joins the program to discuss this topic
March 15, 2021
2020, for all of its chaos and upheaval, ended up being a fantastic year for many investors, and particularly first-time investors. But now that we’ve entered tax season, a great many of them are finding that they have to pay taxes on the wild gains from their stocks.
March 11, 2021
Here are eight tips for investors looking to make sure they are prepared to navigate their first full-length bear market, whenever it arrives.
March 4, 2021
March 2, 2021
This post discusses some basic principles that they think can possibly achieve success when building multi-factor models.
February 26, 2021
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
February 24, 2021
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
February 17, 2021
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
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
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
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
In this episode, we look at the importance of expectations in investing and how investors can look at this issue.
January 4, 2021
December 30, 2020
December 29, 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
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
