…highs. In this episode, we use the story of ARK to highlight some of the most important lessons we think investors can learn about investing in innovation and concentrated strategies….
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What Generative AI Means for Investors with Adam Butler
…both our lives and the investing world with ReSolve Asset Management CIO Adam Butler. Adam is one of the smartest people we know and has been dedicating a large amount…
Nine Investing and Life Lessons From 2023
2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average…
100+ Great Investors Share Their Most Important Investing Lesson
We have now conducted over 100 interviews on Excess Returns. At the end of all of them, we have asked the same closing question: Based on your experience in markets…
Four Ways Value Investors Can Use Momentum
Many value investors may see momentum as the antithesis of their approach to investing. But the reality is that there are a variety of ways that value investors can use…
Value, Momentum and Launching ETFs with Wes Gray
…issues related to factor investing including the struggles of value in the past decade, how to tell when a factor no longer works, the evolution of his strategies over time…
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
…did have a more significant impact on momentum-investing’s performance. Momentum-investing strategies are still used, and can be effective, particularly ones that employ ETFs with a specific single-industry focus. Still, it…
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
…the 60-40 portfolio and the struggles of value investing as examples of how to think about when to change it. 🎧 Listen on Apple 👂 Listen on Spotify 🖥️ Watch…