…investing and discuss how his insights apply to various investment strategies, including factor investing.We cover topics such as favoring simplicity, the enduring relevance of the 60/40 portfolio, the importance of…
Search Results for: investing greats
Show Us Your Portfolio: Eric Crittenden
…equities, bonds, and a systematic global macro program investing in various uncorrelated markets. We also explore the importance of diversification beyond traditional stock and bond portfolios, his views on homeownership,…
Could Lululemon Be Buffett's Next Buy
Warren Buffett is renowned for his patient, long-term approach to investing in high-quality businesses with durable competitive advantages. While the Oracle of Omaha has historically shied away from retail stocks,…
The Benefits of a Simple Investment Approach with Rick Ferri
In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance…
ETF Factor Profile: QVAL
Validea’s ETF Factor Report looks at hundreds of US Equity ETFs through the lens of the major investing factors. We look at each ETFs exposure to a variety of factors…
15 Lessons from 15 Years | Breaking Down Corey Hoffstein's Timeless Investing Lessons
…concepts, such as the transformation of risk, the necessity of pain to achieve premiums, and the philosophical limits of diversification. Through a mix of investing and real-life examples, we discuss…
Investing in India's Huge Growth Potential with Anupam Ghose
…quality, defines a competitive moat, and manages risk in the portfolio. This conversation uncovers some of the unique considerations investors should keep in mind when investing in emerging markets like…
Quantifying Warren Buffett
…a disciplined, patient, value-based approach to investing. Since taking over Berkshire in the 1960s, Buffett has delivered compounded annual returns of over 20% for shareholders, far outpacing the broader market….
The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation
…useful for from an investing perspective. We also look at value spreads, cross country valuations and expected returns and delve into the practical applications of valuation data in financial planning,…
Energy Infrastructure Investing with Greg Reid
…in it than renewables. We also dig deep into energy infrastructure investing and MLPs and Greg’s process for selecting investments in the space and their new ETF that pairs energy…