…financial underpinnings.” Value investing usually cycles in when growth investing spirals out of favor, such as after the dotcom burst in 2000 when value stocks outperformed by almost 60% for…
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Value Investing, Compounding and Lifelong Learning with Gautam Baid
…he uses to identify long-term compounders. We also cover a wide range of other topics, including why value investing works over the long-term, what to make of the recent struggles…
When Bonds Don’t Hedge Stocks
The traditional formula of investing mainly in stocks and hedging with Treasury bonds has finally failed in the face of the 2022 market, contends an article in Morningstar by John…
Thaler On The Current Market
…“we may not make exactly the same mistake,” Thaler added with a laugh. But Thaler doesn’t believe that investing should be automated in every situation as a way to avoid…
Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo
…metrics to look at when valuing tech companies and discuss the application of quant strategies to tech and growth investing. Listen on Apple Watch/Listen on Spotify Watch on YouTube https://youtu.be/bTgnjqkzNdM…
Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan
In this episode we are joined by Kai Volatility founder Cem Karsan. Cem has led the way in educating investors about the importance of option dealer flows and the impact…
Beware the Back Test
…ending in 2020, you would likely conclude that value investing is a waste of time and growth investing produces significant outperformance. Looking at 50 years of data (and the past…
Investing in a World of Low Expected Returns with AQR's Antti Ilmanen
…on the topic and has recently released a new book Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least. We discuss the concept of expected returns…
Look For Crumbling Castles Along With Moats
Warren Buffett often used the metaphors of castles and moats when talking about investing, pointing to strong companies (the “castle”) that build “unbreachable moats” by generating high profits and maintaining…
The Three Levels of Conviction
…how good the school was you got from your degree from. Investing is one of those areas. As humans, we want to believe we can know everything. We want to…