Citadel, the hedge fund helmed by Ken Griffin, will return $7 billion in profits to its clients, reports an article in Bloomberg. The firm’s assets have risen to $63 billion…
Value, Momentum and Launching ETFs with Wes Gray
In this episode, we are joined by Wes Gray, founder of Alpha Architect and ETF Architect. We cover his biggest lessons from growing the businesses from a startup to over…
Evaluating Alternatives to the 60-40 Portfolio
Stocks and bonds have their best returns in history over the past 40 years. But history tells us that the period is more the exception than the rule. With the…
Dividend ETF Trade Misfires
In an effort to find safety from last year’s turbulent market, investors poured over $60 billion into dividend-focused ETFs, but less than a year later, the trade is failing, reports…
Stockpickers Will Have A Strong 2024, Says BlackRock
In a briefing to various media outlets, BlackRock predicts that active investing strategies will dominate in 2024, with quality companies doing particularly well, according to an article in Barron’s. However,…
For 20 Years, Momentum Investing Has Struggled
20 years ago, Morningstar changed the methodology for their mutual-fund ratings, and since then strategies that employ momentum-stock investing have struggled to find success, contends an article in The Wall…
The Enduring Legacy of Charlie Munger with Lawrence Cunningham
In this episode, we discuss the incredible life and investing career of Charlie Munger with George Washington Professor Lawrence Cunningham. Lawrence in one of the world’s leading experts on Berkshire…
⚙️ The Characteristics of a Good Investment Process - And How to Know When to Change It
One of the most common pieces of advice given to investors is to have a process. But figuring out what that process should be is much more challenging. And determining…
Lessons From a Legendary Fund Manager with Joel Tillinghast
In this episode, we speak with Joel Tillinghast, who will retire as the manager of the Fidelity Low-Priced Stock Fund at the end of this year. Joel managed the fund…
Charlie Munger, Vice Chairman of Berkshire Hathaway, Dies at 99
Charles T. Munger, vice chairman of Berkshire Hathaway and Warren Buffett’s not-so-silent righthand man, died on Tuesday at the age of 99, reports an obituary in The New York Times.…