October 26, 2021
October 18, 2021
This Is How We Roll
October 18, 2021
Potential Longer-Term Effects from Current Economic and Investment Challenges
This podcast discusses the possible investment impacts of major global challenges, including the ongoing pandemic, growing income inequality and climate change.
October 13, 2021
A Look at the Different Approaches to Factor Timing
Given how difficult factor timing is, I think any discussion of the methods that can used to do it should be prefaced with two major questions.
October 13, 2021
What Happens When the Fed Tapers?
October 12, 2021
Balancing Return and Risk in Factor Investing with Harin de Silva
We speak to Harin de Silva, Portfolio Manager of the Analytic Investors team at Wells Fargo. We discuss his unique approach to multi-factor investing that focuses on both return and risk.
October 8, 2021
The Stagflation Specter? No Time to Cry
October 5, 2021
Market Volatility and Options 101
October 5, 2021
Three Ideas to Help Fundamental Investors Weather a Flows Based Market
The market has changed in the wake of the pandemic. Here are some ideas to help deal with a changing market.
October 1, 2021
How are Algos Shaping the World of Finance?
September 29, 2021
Covered Combination
September 28, 2021
Options for Investors Worried About the Future of the 60-40 Portfolio
The 60-40 portfolio just finished one of its best decades in history, but it is a worthwhile exercise to look at the options available and to consider their merits.
September 23, 2021
Diversifying Through an Uneven Recovery
September 21, 2021
Buy Your Winter Coat in the Summer – When it’s on Sale!
September 21, 2021
Eighteen Financial Terms That Define Our Time
Here are a number of words, phrases or acronyms that help define our current market environment. Some of them have come into existence more recently, where others have been around for a while but hold more importance today than in the past.
September 17, 2021
Selling Options: Single-Leg vs. Vertical Spreads
September 17, 2021
Getting Nervous? 8 Rules for Hedging Your Portfolio.
September 17, 2021
Rebalancing and Factor Returns: Separating The Wheat From The Chaff
September 15, 2021
This One Weird Volatility Trick…
September 14, 2021
The Elusive Definition of Quality
In this episode, we look at the different ways to define quality, the arguments for why it works, and how it can be incorporated into an investment strategy.
August 31, 2021
Explaining “Flight to Crap”
August 27, 2021
It’s Time to Get Your Student Loans in Order
With the moratorium on federal student loan payments set to end in early 2022, borrowers should start preparing now to resume their repayments – particularly as other factors may complicate matters. Retirement Director Ben Rizzuto outlines steps to take to help reduce the risk of default or delinquency.
August 26, 2021
Moral Hazard, Insurance, and Options
August 24, 2021
Combining Growth and Momentum Investing with O’Neil Global’s Randy Watts and WisdomTree’s Jeremy Schwartz
This podcast discusses the challenges of growth investing, the best ways to measure growth, and how to identify it in its early stages.
August 13, 2021
ESG Investing: Accounting for Accountability
August 12, 2021
ESG Investing: The Growing Allure of Green Assets
August 3, 2021
Amplifying Momentum’s Alpha Potential
Momentum investing can sometimes be looked at as a more speculative type of investing since it involves buying stocks that have gone up the most, and a pure momentum approach has no regard for fundamentals.
July 27, 2021
When Conviction Fails You
Conviction isn’t always a good thing. Sometimes it leads us to miss major flaws in our investment strategy. Sometimes it leads us to stay the course when the facts have clearly changed.
