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Tag: Excess Returns Podcast

Excess Returns, Ep. 35: Finding Diamonds in the Rough Among Growth Stocks
3 years ago
Excess Returns, Ep. 35: Finding Diamonds in the Rough Among Growth Stocks

Buying expensive stocks has historically been a terrible investing strategy. On average, expensive stocks significantly underperform the market as a whole over time. But despite the poor performance of the…

Excess Returns, Ep. 34: The Danger of Learning From Your Mistakes
3 years ago
Excess Returns, Ep. 34: The Danger of Learning From Your Mistakes

The process of learning from your mistakes is an important part of improving yourself over time both as an investor and as a person. But it requires that you learn…

Excess Returns, Ep. 33: Active Value Investing in a Changing World with Vitaliy Katsenelson
3 years ago
Excess Returns, Ep. 33: Active Value Investing in a Changing World with Vitaliy Katsenelson

In this episode we are joined by Vitaliy Katsenelson. Vitaliy is the author of the popular Contrarian Edge blog and the CEO of investment firm IMA. As quantitative investors, we…

Excess Returns, Ep. 32:  Is the Price/Book Ratio Dead?
3 years ago
Excess Returns, Ep. 32: Is the Price/Book Ratio Dead?

The Price/Book ratio has probably been the most important valuation ratio of the past century. If you look at the academic research that supports value investing, you won’t find any…

Excess Returns, Ep. 31: Can You Quantify Warren Buffett?
3 years ago
Excess Returns, Ep. 31: Can You Quantify Warren Buffett?

In this episode, we are going to try something a little different. Our goal at Validea is to capture quantitative strategies that work over the long-term. To do that, we…

Excess Returns, Ep. 30: The Pros and Cons of Quantitative and Discretionary Investing
3 years ago
Excess Returns, Ep. 30: The Pros and Cons of Quantitative and Discretionary Investing

We all have a tendency to believe that the way we invest is the best way. As quantitative investors, we can sometimes feel that there is no reason anyone should…

Excess Returns, Ep. 29: Timeless Investing and Life Lessons with Jim O'Shaughnessy
3 years ago
Excess Returns, Ep. 29: Timeless Investing and Life Lessons with Jim O'Shaughnessy

In this week’s episode we are privileged to be joined by Jim O’Shaughnessy. Jim is a pioneer in quantitative investing and the founder of O’Shaughnessy Asset Management. He is also…

Excess Returns, Ep. 28: The Danger of Focusing on What Should Be and Missing What Is
3 years ago
Excess Returns, Ep. 28: The Danger of Focusing on What Should Be and Missing What Is

We all have our beliefs about the way that things should work in investing. When the market gets overvalued, we think it should go down. When value stocks struggle for…

Excess Returns, Ep. 27: Quality and Low Volatility: The Factors That Shouldn't Work
3 years ago
Excess Returns, Ep. 27: Quality and Low Volatility: The Factors That Shouldn't Work

Investing factors that work over time typically do so for one of two reasons: they either produce an excess return by taking on additional risk or they benefit from the…

Excess Returns, Ep. 26: Interview: Systematic Value Investing with Wes Gray
3 years ago
Excess Returns, Ep. 26: Interview: Systematic Value Investing with Wes Gray

Wes Gray is the founder of Alpha Architect, the author of Quantitative Value and Quantitative Momentum, and an expert in systematic investing. In this interview, we discuss: The recent struggles…

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