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Tag: Excess Returns Podcast

Factor Investing in Under the Radar Markets with Chris Covington
1 day ago
Factor Investing in Under the Radar Markets with Chris Covington

In this episode, we talk factor investing with AJO Vista Head of Investments Chris Covington. We discuss their unique approach to factor investing and how they apply it to less…

A Deep Dive into Custom and Direct Indexing with Ehren Stanhope
1 week ago
A Deep Dive into Custom and Direct Indexing with Ehren Stanhope

Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the underlying…

Building an Inflation Fighting Portfolio With Dave Schassler
2 weeks ago
Building an Inflation Fighting Portfolio With Dave Schassler

With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their portfolios. But figuring out how to do that…

What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche
2 weeks ago
What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche

With the failure of Silicon Valley Bank last week, we wanted to do a special episode to better understand what happened, and what all of us can learn from it.…

The (Risk-Adjusted) Returns Come Out at Night with Bruce Lavine
3 weeks ago
The (Risk-Adjusted) Returns Come Out at Night with Bruce Lavine

You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn’t the case. In this episode, we discuss…

Show Us Your Portfolio: Corey Hoffstein
4 weeks ago
Show Us Your Portfolio: Corey Hoffstein

In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like…

The Four Pillars of Macro with Andy Constan
1 month ago
The Four Pillars of Macro with Andy Constan

In this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a…

A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim
1 month ago
A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim

Many investors take for granted that the earnings and other financial data that companies report provides an accurate representation of their business and its future. But the reality is that…

The Art and Science of Intelligent Fund Selection with Joe Wiggins
2 months ago
The Art and Science of Intelligent Fund Selection with Joe Wiggins

In this episode we talk fund selection with Joe Wiggins, author of the new book “The Intelligent Fund Investor: Practical steps for better results in active and passive funds”. We…

Inside the Madoff Scandal with Madoff Trader and Investor Andrew Cohen
2 months ago
Inside the Madoff Scandal with Madoff Trader and Investor Andrew Cohen

With the recent release of the Netflix documentary “Madoff: The Monster of Wall Street,” many of us have been learning more of the details behind the scandal. This week, are…

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Combining Sentiment and Fundamentals: How Quant Models Uncover...
By Justin Carbonneau (@jjcarbonneau) — In my previous article, "Unlocking the Market's Mood," we explored various methods of gauging investor sentiment in stocks. In this article, we'll delve into how different investing models on Validea employ some...
March 8, 2023
The Surprising Investment Factor That Defies the Risk-Return...
By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of those principles off the top of your...
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A Detailed Look at the Quality Factor
By Jack Forehand, CFA, CFP® (@practicalquant) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love high returns on capital. We love great...
February 15, 2023
Unlocking the Market’s Mood: Tools for Measuring Stock...
By Justin Carbonneau (@jjcarbonneau) — In our recent podcast with Ray Micaletti, we talked about his relative sentiment approach to investing. Ray uses retail and institutional investor sentiment to build quantitative investment strategies. That conversation, along with...
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