Fact or Fiction: Inflation, Taxes and the End of the Star Manager Era
In this episode of Two Quants and a Financial Planner, we return to our Fact of Fiction framework. We cover a diverse set of investing and financial planning topics that…
Show Us Your Portfolio: Jared Dillian
In this episode of Show Us Your Portfolio, Jared Dillian, author of the investment newsletter The Daily Dirt Nap and the book “No Worries: How to Live a Stress-Free Financial…
Separating Winners from Losers in Growth Investing: The Mohanram Approach
In his 2005 research paper titled “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis,” accounting professor Partha Mohanram laid out a strategy for finding promising growth…
PNL for a Purpose: Livestreaming to Help Fight Cancer
On April 30th, Validea’s Jack Forehand and Justin Carbonneau will co-host an all day livestream on YouTube along with Matt Zeigler and SpotGamma’s Brent Kochuba to raise money to help…
The Double-Edged Sword of Trend Following
In this episode of Two Quants and a Financial Planner, we dive deep into the world of trend following investment strategies. We explain what trend following is, discuss the potential…
The Consummate Contrarian: David Dreman's Value Investing Strategy
David Dreman is known as the “consummate contrarian” in the world of investing. As the chairman and chief investment officer of Dreman Value Management, he has made a highly successful…
Evaluating the Magnificent Seven Using Validea’s Guru Strategies
The “Magnificent 7” refers to a group of seven elite large-cap technology companies that have delivered outstanding long-term returns and growth. These companies have come to dominate the U.S. stock…
Finding Great Companies in a Challenging Environment with Jeff Muhlenkamp
In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at Muhlenkamp and Company. We discuss Jeff’s views on inflation, the likelihood of a recession, and the…