…portfolio? 18:06 – All duration investing 26:57 – The liquid asset classes Cullen uses in his portfolio 29:10 – How Cullen views his allocation to bonds 32:27 – How Cullen…
Search Results for: investing greats
Small Cap Value: Waiting for the Jumpstart
…as recently as last week at Jackson Hole. Increase in Passive investing favors larger stocks, market-cap weighted indices: The rise of passive investing and market-cap-weighted indices has resulted in a…
Breaking Down the Greatness of Warren Buffett
Warren Buffett just celebrated his 93rd birthday. And for most of his life, he has been demonstrating the power of disciplined investing and compounding to all of us. In this…
High Quality Growth Investing in Europe with Alistair Wittet
…Alistari defines quality 28:14 – The role of valuation in Alistair’s process 31:04 – Have intangible assets changed growth investing 32:20 – How Alistair views tracking error 34:05 – Analyzing…
Put Down the Dividends and Slowly Back Away
…of dividend focused investing strategies and look at whether investors might be able to accomplish their goals more successfully with other approaches. Watch on YouTube https://www.youtube.com/watch?v=0I2kDGHwkHc 0:35 – Why do…
How Will AI Transform Investing?
Trying to predict how AI will transform the investment industry? Look back to how computers changed the industry in the 1980s, posits an article in Morningstar. Back then, computers offered…
The Human Touch in Quantitative Investing: Decisions Behind Systematic Strategies
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — In a conversation between Jack Forehand and Matt Zeigler about factor investing within the realm of financial planning, an important insight emerged: while quantitative investing…
Ideas From the Father of Value Investing
Benjamin Graham is often considered to be “the father of value investing” and an article in Forbes discusses the two models created on his philosophies: the AAII Graham Defensive Investor…
Navigating Fear: Lessons from Great White Sharks and Bear Markets
…of investing. Swim Where the Sharks Aren’t On one of the days, we went over the bay side of Cape Cod, First Encounter Beach (pic below), which has a sandbar…
A Quant and a Financial Planner Discuss Factor Investing
…strategies aren’t the same 39:50 – The balance between investing and human capital 48:51 – The importance of outcomes in investing Listen on Apple Listen on Spotify Watch on YouTube…