The term “bubble” has become ubiquitous in financial media. If you follow financial news, you might conclude that we’re currently surrounded by bubbles. Stocks, bonds, cryptocurrencies – all have been…
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today. We dive deep into topics that are…
Building a Quantitative Strategy Based on Warren Buffett's Approach
Warren Buffett, widely considered the greatest investor of all time, has generated incredible returns over decades at Berkshire Hathaway. While Buffett hasn’t published a detailed explanation of his investment approach,…
Validea Trend Following: October 2024 Update
Below is our trend following update for October of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset…
Practical Lessons from Jerry Parker
In this episode, we dive deep into the world of trend following with legendary trader Jerry Parker. We explore key insights from our previous interviews with Jerry on Excess Returns,…
Three Mag 7 Stocks That Pass the Fundamental Tests of Warren Buffett
Warren Buffett, the Oracle of Omaha, is renowned for his long-term value investing approach focused on high-quality companies with durable competitive advantages. While Buffett himself has traditionally avoided technology stocks,…
Lessons from Two Decades Running Quant Models
In the ever-evolving world of finance, the adage “the more you know, the more you realize you don’t know” rings particularly true. After nearly two decades of running quant models,…
Top Benjamin Graham Stocks - October 2024
Validea’s Ben Graham strategy is based on the value investing approach pioneered by Benjamin Graham, often called the “Father of Value Investing”. This strategy aims to identify undervalued stocks by…
Validea Value Spread Update - October 2024
Here is the latest value spread update for October 2024 from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on…
15 Ways to Lose Money in Markets | Ben Carlson
In this episode of Excess Returns, we sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of the popular investing blog “A Wealth of…