We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experience in markets…
Author: Validea
Our 2024 Market Forecast | And Why You Shouldn't Listen to It
Forecast season is once again upon is. It is the time of year where many market strategists will tell us where the S&P 500 will end 2024 and do it…
Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds
This episode is the first part II our Show Us Your Portfolio series. When we originally spoke to Larry Swedroe, we were very intrigued by his use of illiquid alternatives…
Gold Prices Could Continue To Climb For The Next Decade
Gold has long been considered a safe haven during volatile times, especially by “goldbugs” who love the asset for its history and intrinsic value—despite the fact that gold doesn’t offer…
Four Ways Value Investors Can Use Momentum
Many value investors may see momentum as the antithesis of their approach to investing. But the reality is that there are a variety of ways that value investors can use…
Citadel Returns $7B in Profits
Citadel, the hedge fund helmed by Ken Griffin, will return $7 billion in profits to its clients, reports an article in Bloomberg. The firm’s assets have risen to $63 billion…
Value, Momentum and Launching ETFs with Wes Gray
In this episode, we are joined by Wes Gray, founder of Alpha Architect and ETF Architect. We cover his biggest lessons from growing the businesses from a startup to over…
Evaluating Alternatives to the 60-40 Portfolio
Stocks and bonds have their best returns in history over the past 40 years. But history tells us that the period is more the exception than the rule. With the…
Dividend ETF Trade Misfires
In an effort to find safety from last year’s turbulent market, investors poured over $60 billion into dividend-focused ETFs, but less than a year later, the trade is failing, reports…
Stockpickers Will Have A Strong 2024, Says BlackRock
In a briefing to various media outlets, BlackRock predicts that active investing strategies will dominate in 2024, with quality companies doing particularly well, according to an article in Barron’s. However,…