This week we talk to Ritholtz Wealth CFO Bill Sweet. Bill has had a very unique career, which started serving our country in the military and also included a stint…
Tag: Excess Returns Podcast
The Underappreciated Growth Story of Emerging Markets with Kevin Carter
Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will…
Balancing Return and Risk in Factor Investing with Harin de Silva
Many factor investors tend to use similar approaches. You will typically see some value and momentum in their strategies. You will also likely see some quality, and maybe even some…
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But recent months…
Return Stacking w/ Corey Hoffstein of NewFound Research & Rodrigo Gordillo of ReSolve Asset Management
With bonds yields near all time lows and stock valuations near all time highs, the future returns of the 60/40 portfolio don’t look promising. This has led many investors to…
Gregg Fisher, Multi-Factor Pioneer, Talks Investor Behavior, The Future Of Value, Investing In Innovation & Lessons From 20+ Years as a Quant
Our guest in this episode is Gregg Fisher of Quent Capital. Gregg was a pioneer in factor investing and the founder of Gerstein Fisher, which he grew to over $5…
The Elusive Definition of Quality
Buying stocks of high quality companies is something investors are almost universally attracted to. But the details of how to define quality, and the reasons why it works can be…
An In-Depth Look at Factor Valuation - And Which Factors Look Cheap Today
Valuing factors can be a confusing process. Not only are there are different factors to look at, there are also many ways to define them and a variety of different…
Investing in Quality Dividend Growers to Achieve Your 'Freedom Day" With Ryan Krueger
When many investors think about dividend investing they think about buying the highest yielding stocks. But investing in quality companies that are growing their dividends can in many ways be…
The Downside of Conviction
Conviction is probably the most important thing in investing. Regardless of the investment strategy you utilize, the ability to stick with it during the challenging periods is required to achieve…