After lagging the S&P 500 for much of 2024, the Russell 2000 small cap index has staged an impressive rally in recent weeks. As smaller companies catch up to their…
Author: Validea
What You Need to Know About Momentum Investing | Six Experts Help Us Understand the Basics
In this episode, we dive deep into momentum investing, bringing you insights from some of the smartest investors we know. We explore the fundamentals of momentum, breaking down its types…
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value…
NASDAQ 100 Leaders: Finding Value Amid the Tech Rally
The NASDAQ 100 index has been on a tear in 2024, building on its impressive gains from 2023. Year-to-date, the tech-heavy index is up 20%, driven by enthusiasm around artificial…
Validea's Top 10 Peter Lynch Stocks - July 2024
Peter Lynch was one of the most successful mutual fund managers in history, averaging a 29.2% annual return while managing Fidelity’s Magellan Fund from 1977 to 1990. Validea’s Lynch-inspired strategy…
Practical Alternatives to the 60-40 Portfolio
In this episode, we dive deep into practical alternatives to the traditional 60/40 portfolio. We explore various approaches like the Permanent Portfolio, risk parity and return stacking and take a…
A Data Driven Case for a Continued Rally with Warren Pies
In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half…
Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors
In this episode, we dive into the key takeaways from our recent interview with Mike Green of Simplify. We explore several important lessons, including the need to be open-minded about…
The Magnificent 7: Which Stocks Are The Most Fundamentally Sound?
The “Magnificent 7” stocks – Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, and Tesla – have been the undisputed leaders of the stock market in recent years. In 2024, these…
Passive Investing, Inflation and the Bifurcated Economy with Mike Green
In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting…