In this episode, we take a deep dive into momentum investing. We discuss the different types of momentum, why it works, how it is measured and how it is used…
Author: Validea
🚈 From Quant Investing to Venture Capital with Jim O'Shaughnessy
In this episode we bring back one of our most popular guests. We speak with O’Shaughnessy Ventures founder Jim O’Shaughnessy about his transition from a factor investor to a venture…
Why It’s Great to be an Investor Now in 2023
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space,…
Give Your Money A Foreign Vacation
While “home-country bias”—a common financial mistake—has actually paid off in the last 15 years, diversifying into foreign markets is still the smarter play in the long-term, contends an article in…
The OPEX Effect: November Update
In our latest episode of the OPEX Effect, we discuss the upcoming November options expiration and what Brent is seeing in options markets leading into it. We also talk about…
Advice from the Bond Market’s Buffett
Often known as “the Warren Buffett of the bond market” Dan Fuss of Loomis Sayles shared much of his wisdom gleaned over 60-plus years in the industry in recent conversations…
Is Value Investing Out of Favor or Out of Time?
Between the 1970s and 2007, value investing—where investors identify stocks that are trading below their intrinsic value—reigned supreme for two generations of investors. But for the last 16 years, growth…
An Inside Look at the Quality and Low Volatility Factors
Value and momentum might be the most popular factors with investors, but quality and low volatility also have significant research supporting them. In this episode we take a detailed look…
Breaking Down the Challenging Macro Landscape with Warren Pies and Fernando Vidal
In this episode, we speak with 3Fourteen Research founders Warren Pies and Fernando Vidal. We discuss 3Fourteen’s systematic macro process and how they are using it to analyze the current…
Breaking Down Popular Value ETFs | The Portfolio Construction Choices that Define Them
There is a tendency for investors to think that all value strategies are similar. But the reality is they can be very different. In this episode, we work through the…