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…
Search Results for: investing greats
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…
Charlie Munger, Vice Chairman of Berkshire Hathaway, Dies at 99
…and began investing together, until Buffett invited Munger to join him as Berkshire’s vice chairman, a position he held for decades as the two men built Berkshire into the $500…
Optimism vs. Pessimism: Defining Your Investing Future
…why and how pessimism in investing can detract from long-term returns. There is a wide body of empirical finance research around this topic that investors can learn from. Felix outlines…
🎶 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…