July 14, 2020
Excess Returns: Is the Price/Book Ratio Dead?
The rise on intangible assets and other factors have led many to question whether the price/book ratio has value any more.
July 10, 2020
Using Options in Times of Market Uncertainty
July 9, 2020
A Balanced Approach to Cash Management
This podcast episode covers insights about opportunities for cash investors in a low-rate environment, the questions investors should be asking as they assess their cash portfolios, and the potential risks and rewards of the short-term municipal market.
July 7, 2020
Is the Price/Book Ratio Dead?
July 6, 2020
Interactive Brokers Sweetens Global Connectivity With Tech, Education Focused Initiatives
Trading technology and brokerage service Interactive Brokers Group, Inc IBKR has been on a roll recently when it comes to disruptive innovation in the fintech space. Here’s a look at some of the recent initiatives IBKR has engaged in to further democratize financial markets.
June 30, 2020
The Pros and Cons of Quantitative and Discretionary Investing
As quantitative investors, we can sometimes feel that there is no reason anyone should ever use a discretionary strategy. But like most issues in investing, there are two sides to this argument. In this episode, we talk about the benefits of both quantitative and discretionary investing.
June 25, 2020
How Alternative Data Can Lend Clarity Amid Uncertainty
June 22, 2020
Negative Rates Explained: Your Bank, Your Currency, Your Future
Fed Funds futures are predicting that the Federal Reserve will lower their benchmark Fed Funds rate below zero by mid-2021. Will this really happen?
June 18, 2020
Distributed Ledger Technology in The Real World
June 16, 2020
A Detailed Look at the Quality Factor
The value factor is fairly easy to define. There are obviously many different metrics you can use to define value, but they all are a function of comparing the price of stock to some sort of fundamental. So even though each value metric is unique, they at least rhyme in terms of what they are looking for.
June 9, 2020
The Balance Between What Is and What Should Be
As we all experience a market where things are not going the way that many investors think they should be, I thought it would be a good time to look at some examples of this and what I think can be learned from them.
June 3, 2020
The Hidden Dangers of Passive Investing
June 2, 2020
Interview: Systematic Value Investing with Wes Gray
In this interview with Wes Gray, we discuss:The recent struggles of value investing and how the current period fits into a long-term context…
May 28, 2020
Behavioral Strategies in Uncertain and Complex Times – Part 1
We’ll discuss behavioral strategies for advisors and clients to help them navigate their financial and personal lives in the COVID-19 environment. In the first part of this two-part series, we will talk with Dr. Rick Jensen, renowned sports psychologist, performance coach, and author.
May 27, 2020
Trading Your First Option
May 26, 2020
The Case For Value Stocks
It sounds a little weird to say that value is a value, but on a historical basis, that is exactly what it is. One of the major reasons value investing works is because investors tend to systematically overestimate the problems that companies that are going through difficult times are having.
May 21, 2020
Market Timing is Easy, Right?
Let’s start with the simple observation that if an investor chooses to invest in an index fund, it is likely for one of two reasons: Either the fund is a long-term hold based on the belief that short-term fluctuations can be disregarded; or…
May 15, 2020
Active Management’s Dilemma
How to do something different, without doing something bad? The first thing most novice investors learn is that they are best off buying index funds. That’s a fair starting point.
May 14, 2020
The Challenges of Multi-Factor Investing
building a multi-factor investment strategy can be much more difficult than it seems and requires a series of decisions that can have a significant impact on the end result. In this episode, we look at multi-factor investing and the important factors to keep in mind when building a multi-factor portfolio.
May 5, 2020
A Look at Some Alternative Ways to Manage Risk
Here are some interesting risk management strategies we track and some of the pros and cons of each.
May 1, 2020
To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress
April 14, 2020
Portfolio Hedging: Part 3 The Efficacy of Hedging with Inverse ETFs
In the final part of our series, Tactical Investment Strategist Leks Gerlak, CFA, offers a case study on the potential effectiveness of hedging with inverse ETFs, including the use of rebalancing strategies.
April 13, 2020
Portfolio Hedging: Part 2 Strategies for Hedging Your Portfolio
In this part of our series, Tactical Investment Strategist Leks Gerlak, CFA, reviews the pros and cons of different portfolio hedging strategies, including inverse ETFs.
April 7, 2020
Portfolio Hedging: Part 1 The Significance of Portfolio Hedging
Tactical Investment Strategist Leks Gerlak, CFA, introduces the concept of hedging with inverse exposure and discusses its potential importance for investors.
April 7, 2020
Interview: Value Investing with Tobias Carlisle
We sit down with Tobias Carlisle to talk about value investing in today’s market. He is the author of four books on value, including the Acquirer’s Multiple
April 7, 2020
Building Timeless Portfolios
April 3, 2020
Five (Easy) Steps to Setting Up a 401(k)
Have you been meaning to enroll in your company’s 401(k) but keep putting it off? You’re not alone. Many people need a friendly nudge to start saving or increase their savings rate.
