In an interview with CNBC, Chairman, co-CEO and CIO of Ariel Investments John Rogers predicts that 2022 is going to be a great year for value. While technology stocks have…
Author: Validea
10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle
Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have…
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If you’re interested in advertising with us and sponsoring our website, email newsletters or the Excess Returns investing podcast feel free to get in touch. You can contact Justin Carbonneau…
Our Five Most Popular Podcasts of 2021
By Jack Forehand, CFA, CFP® (@practicalquant) — Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process.…
Winning By Not Losing. Sierra Investment’s Dave Wright On Conservative Disciplined Investing.
Conservative investing has a reputation for being boring. But our guest this week deploys a conservative approach that is far from that. We speak to Dave Wright of Sierra Investment…
Should Bitcoin Be 5% Of Allocators’ Portfolios?
An article in Institutional Investor quotes a recent interview with Ark CEO Cathie Wood with CNBC: “The move by institutional investors into Bitcoin could add $500,000 to its price, if…
Find Cheaper Alternatives To Expensive Stocks
As U.S. investors take more risks to increase their returns, junk bonds, real estate, and U.S. large-cap growth stocks have become inundated with investors, writes Nir Kaissar in a Bloomberg…
The U.S. Stock Market Has Been Exceptional
An article in Morningstar by John Rekenthaler looks back at American stocks over the last 50 years to assess whether the recent exceptionalism displayed in U.S. stocks goes back further…
Current Inflation Defies Old Models
Defying predictions that inflation would be around 2.5% at 2021’s end, it’s now over 6%, and neither the supply side nor the demand side by themselves is to blame. The…
Investors Can Be Right For The Wrong Reasons
If investors had known a year ago that the U.S. inflation rate would shoot up to a 39-year high of 6.8% they would’ve been expected to get rid of all…