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.…
Optimism vs. Pessimism: Defining Your Investing Future
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Optimism is defined as the “hopefulness and confidence about the future or the successful outcome of something.” Pessimism is defined as “a tendency to see…
What Investments Do Best At Interest Rate Peak?
As inflation keeps cooling and the Fed has indicated that interest rate hikes could pause, a rate peak could be imminent in the U.S.—a welcome respite from the rate increases…
🎶 Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More
As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. In this episode, Ben Tuscai returns to help…
⚙️ How Popular Market Indexes Are Constructed with Athanasios Psarofagis
Most investors reference the returns of popular indexes frequently. But most also do not understand the details of how those indexes are constructed. In this episode, we take a deep…
What Investors Need to Know About Momentum Investing
In this episode, we take a deep dive into momentum investing. We discuss the different types of momentum, why it works, how it is measured and how it is used…
🚈 From Quant Investing to Venture Capital with Jim O'Shaughnessy
In this episode we bring back one of our most popular guests. We speak with O’Shaughnessy Ventures founder Jim O’Shaughnessy about his transition from a factor investor to a venture…
Why It’s Great to be an Investor Now in 2023
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space,…
Give Your Money A Foreign Vacation
While “home-country bias”—a common financial mistake—has actually paid off in the last 15 years, diversifying into foreign markets is still the smarter play in the long-term, contends an article in…
The OPEX Effect: November Update
In our latest episode of the OPEX Effect, we discuss the upcoming November options expiration and what Brent is seeing in options markets leading into it. We also talk about…