As Activision Blizzard’s proposed merger with Microsoft runs into roadblocks, Warren Buffett has cut Berkshire Hathaway’s stake in the video-game maker by 70%, according to a filing this week that…
Author: Validea
Untangling the Challenging Rules of Inherited IRAs
Inherited IRAs can be very challenging for investors to understand. Not only are there a series of different rules that govern how money must be withdrawn from them in each…
Lessons from Evaluating Investment Managers with Clare Flynn Levy
In this episode, we speak with Essentia Analytics founder Clare Flynn Levy. Essentia has developed software to evaluate investment managers and help them improve as investors. We discuss what Clare…
Navigating Fear: Lessons from Great White Sharks and Bear Markets
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — I was away at Cape Cod last week with my family. There was lots of beach time, but I had a ringing in my ear…
A Quant and a Financial Planner Discuss Factor Investing
In this episode Matt and Jack look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them. They discuss what factors are,…
Show Us Your Portfolio: Gary Antonacci
In this episode, we speak with Optimal Momentum founder and author of “Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk” Gary Antonacci about the process he…
Failure Points in Investing: Learning from the James Webb Telescope’s Journey
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Netflix has a new documentary out (Unknown: Cosmic Time Machine) on the development and launch of the James Webb Telescope (JWST). The documentary highlights how…
The Truth About Market Forecasts (And Dollar Cost Averaging)
In this episode we tackle two topics that can impact investors as they seek to build long-term wealth. We first look at the idea of annual stock market forecasts. We…
Narrative as an Investing Factor with Ben Hunt
Narratives are everywhere in the investing world. They influence what we think as investors. They also influence the decisions we make. Behind the scenes, there is a science to how…
What Kobe Bryant’s Mantra of “Never Get Bored with The Basics” Can Teach Investors
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — I’ve probably watched this Alan Stein Jr. motivational speech on Kobe Bryant at least dozen times (ok, probably like two dozen). You should watch the…
