…on factor investing, including the future outlook for factor premiums, why dividend investing may be overrated and the importance of investor behavior. We hope you enjoy the discussion. Listen on…
Search Results for: psychology OR behavior
Ackman: Economy will Roar Despite Delta Variant
…in Chief Investment Officer. Regarding the new strain of the virus, Ackman said, “I don’t think it’s going to change behavior to a great extent. You are going to see…
The Underrated Role of Behavior in Investing with Joe Wiggins
…behavior. In this episode, we speak to Joe Wiggins, author of the Behavioural Investment blog about the detrimental effect our behavior can have on our investing returns, and some ways…
Sonders on the Stock Market’s Connection to the Economy
…the stock market’s behavior over the past year shows a bit more of a connection than is generally perceived.” She adds, however, that as the market tends to anticipate economic…
The Next Generation of ‘Would-Be Buffetts’
…behavior. Last year, she launched her own investment firm, Patient Capital Management, and still co-manages the $2.7 billion Miller Opportunity Trust. Like Buffett, the article says, McLemore is willing to…
Plenty of Fuel Still in the Tank for Value Stocks
…and multiples should benefit as economic growth increases and broadens, while visibility into post-pandemic behavior continues.” Growth stock multiples could suffer if interest rates normalize and regulatory focus increases on…
Ark Investments and the Potential Downsides of an ETF Structure
…traditional funds. And going back to my first point, the fact that the fund can’t close give it no options in terms of limiting this piling on behavior. As I…
Robert Shiller Looks Back on the First Roaring Twenties
…changes in the mass psychology of the current, highly speculative market.” Shiller broke his analysis down into the following areas: The numbers: As great as this bull market looks on…
Author Tom Eisenmann on Why Start Ups Fail
…part of it.” Specifically, he argues that many new ventures eagerly launch a minimum viable product (MVP) before properly assessing their target customers’ needs. Eisenmann characterizes the behavior as a…
Some Thoughts on Low Volatility Investing
…two different reasons: either they produce an excess return by taking on more risk or they capitalize on the behavior of other investors that leads to a mispricing. With low…