In this episode of Excess Returns, we sit down with Meb Faber, founder of Cambria Investment Management, to discuss his unconventional views on investing that often go against mainstream opinions.…
August 2024 Value Spread Update - Value Stocks Remain Cheap Relative to Growth
Here is the latest value spread update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the…
Finding Opportunity in the Market Decline
The financial markets have been experiencing significant turbulence recently. On Monday, the U.S. stock market saw steep losses, with the Nasdaq and S&P 500 each falling by over 3% and…
The Power of Wide Moat Stocks
Understanding Economic Moats In the world of investing, few concepts are as powerful and enduring as the economic moat. Popularized by Warren Buffett, an economic moat refers to a company’s…
Recession-Resistant Stocks: Finding Shelter in Economic Storms
With the latest employment report showing rising unemployment, fears of a potential recession are growing. During economic downturns, certain types of stocks tend to perform better than others. Let’s explore…
Validea's Top Warren Buffett Stocks - August 2024
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims…
What Long-Term Investors Can Learn from History's Best Traders | Lessons from Jack Schwager
In this episode, we dive into lessons long-term investors can learn from our interview with Jack Schwager, author of the Market Wizards series. Drawing on Schwager’s insights, we explore ten…
Generalized Protective Momentum: Reducing Volatility and Drawdowns Systematically
In the past 40 years, stocks and bonds have been an unbeatable portfolio. But that hasn’t always been true. Throughout history, periods of positive correlation between stocks and bonds are…
Validea Market Valuation Update - August 2024
Here is the latest update for August from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of…
Quantitative Momentum Investing: A Data-Driven Approach to Momentum
Momentum investing has long been a popular strategy among investors, but not all momentum approaches are created equal. Validea’s Quantitative Momentum strategy, based on the research of Wes Gray and…