In this episode of Two Quants and a Financial Planner, we dive into Corey Hoffstein’s insightful list of “15 Ideas, Frameworks and Lessons from 15 Years.” We explore several key…
Investing in India's Huge Growth Potential with Anupam Ghose
In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy,…
Quantifying Warren Buffett
Warren Buffett is widely regarded as the greatest investor of all time. The “Oracle of Omaha” has amassed a multi-billion dollar fortune through his holding company Berkshire Hathaway by following…
The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation
In this episode we dive into the world of market valuation. We look at the major valuation metrics used to value the market and what they are and are not…
Energy Infrastructure Investing with Greg Reid
In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team.…
Inside the Investment Strategy of John Neff
Who is John Neff? John Neff was the legendary manager of Vanguard’s Windsor Fund from 1964 to 1995. During his three-decade tenure, the fund averaged a 13.7% annual return, beating…
Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing
In this episode of Two Quants and a Financial Planner, we delve into a diverse range of listener-submitted investing and financial planning questions with special guest Ben Tuscai. We cover…
Redefining Moat Investing with Yuri Khodjamirian
In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and…
Quantitative Momentum Investing
Momentum is one of the strongest investing factors, but is often overlooked by investors relative to other factors like value. Momentum refers to buying stocks that have performed well in…
Investor Q&A | GameStop, Value Spreads, AI Backtesting and the Market as a Casino
In this episode of Two Quants and a Financial Planner, we tackle a range of listener questions, from the recent resurgence of meme stocks like GameStop to the potential impact…