In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the…
Nine Lessons From Rick Ferri
In this episode, we dive into the key lessons we took from our recent conversation with Rick Ferri on the Excess Returns podcast. We explore Rick’s approach to simple, low-cost…
Show Us Your Portfolio: Eric Crittenden
In our latest episode of Show Us Your Portfolio, we speak with Standpoint’s Eric Crittenden. Eric discusses the all-weather approach he uses to construct his personal portfolio. He emphasizes maximizing…
Could Lululemon Be Buffett's Next Buy
Warren Buffett is renowned for his patient, long-term approach to investing in high-quality businesses with durable competitive advantages. While the Oracle of Omaha has historically shied away from retail stocks,…
A Practical Guide to the 4% Rule
In this episode, we explore the 4% rule for retirement withdrawals, discussing its origins, applications, and limitations. We delve into the importance of considering individual circumstances, market conditions, and the…
The Benefits of a Simple Investment Approach with Rick Ferri
In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance…
How to Analyze Backtests: What Average Investors Need to Know
In this episode of the podcast, we dive into the world of backtesting investment strategies. We discuss the importance of approaching backtests with a healthy dose of skepticism, as it’s…
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman
In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the…
ETF Factor Profile: QVAL
Validea’s ETF Factor Report looks at hundreds of US Equity ETFs through the lens of the major investing factors. We look at each ETFs exposure to a variety of factors…
June Market Valuation Update
Here is the latest update for June 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…