In this episode, our most popular guest returns for his third appearance on Excess Returns. We talk with Kai Volatility founder Cem Karsan about a wide range of topics, including…
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The…
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
Those of us that invest using factors have been taught that there needs to be a reason why they work. We have been taught that for their excess returns to…
Justin & Jack on the The Acquirers Podcast
Justin & Jack join Tobias Carlisle on The Acquirers Podcast | Value After Hours. They discuss the models on Validea, to International investing, Value, factors (value, momentum) and their effectiveness…
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
In our first “Fact of Fiction” episode, we tackle some of the questions we have been asked or have seen out in the world recently. We discuss whether stocks and…
Show Us Your Portfolio: Katie Stockton
In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the…
The Key Criteria to Look at When Evaluating Active ETFs
Active ETFs have grown exponentially in recent years, especially in the equity space. One of the big benefits of that for investors in more investment strategies to choose from. The…
Microcap Funds Could Offer Big Returns in 2024
After the Fed indicated that they were done with their rate-hiking cycle late last fall, the Russell 2000 index of small companies soared 5.4% in one day, raising the hopes…
As S&P 500 Soars, Diversification Trades Plummet
The simple strategy of owning the S&P 500 was much more successful in 2023 than more complicated approaches, according to an article in Bloomberg. Investors poured money into the index…
Investors Are Hunting Quality Instead of Meme Stocks
Many investors are now seeking out high-quality stocks instead of flash-in-the-pan companies, and banks such as Goldman Sachs and Wells Fargo are encouraging the strategy in the 2024 forecasts, reports…