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…
Author: Validea
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…
A Deep Dive into Credit Investing with Joe Hegener
In this episode, we take an in depth look at the credit market with Asterozoa Capital CIO Joe Hegener. We cover the basics of the credit market, the current state…
The Most Exciting Market? Japan
With stocks up 20% this year, offering the highest returns from any major global market, as well as a significant shot of confidence from Warren Buffett’s spring visit, Japan’s stock…
5 Reasons Why Writing Is An Important Investing Skill
While the financial world evolves through the use of AI and other technologies, there’s a basic, old-fashioned tool that is still essential to being a good investor: writing. It’s not…
Too Much Hype Over AI, Says Munger
Though AI is the all the rage on Wall Street, with inflows in the billions, famed investor and vice chairman of Berkshire Hathaway Charlie Munger hasn’t jumped on the bandwagon,…