Benjamin Graham is considered by many to be the father of value investing. Not only did Graham produce an exceptional track record during his lifetime, but he also counts some…
Tag: Excess Returns Podcast
Are Flows Into The S&P 500 And Other Major Market Indices Distorting The Market? (Ep. 51)
There is little disagreement among market observers that passive investing is growing. There is also little dispute that the trend is likely to continue as a result of the rise…
The Birth, Growth & Death of Investing Factors w/ ReSolve Asset Management's Adam Butler
Many investors have come to accept the fact that the major factors like value and momentum will produce excess returns over the long-term. But what if the fact that these…
Why Your Politics Shouldn't Affect Your Investment Portfolio (Ep. 50)
We all have our political views. We all have a series of policies that we think would make the world a better place than it is today. And in the…
The Dangers Of Trying To Outsmart The Market (Ep. 49)
All of us can fall into the trap of thinking that a certain outcome in investing is obvious. Whether it be the future direction of the market, which asset classes…
Interview: Curating Investing Content & Sharing Knowledge with Tadas Viskanta of Abnormal Returns & Ritholtz Wealth Management
The volume of financial content that is produced these days can be completely overwhelming. Filtering through it to find the best articles is a task that most investors just don’t…
Why Growth Investing Is Harder Than You Think (Ep. 47)
Growth investing has seemed easy in the past decade. Growth stocks have easily outpaced both value stocks and the market, which has led to great performance for many growth strategies.…
Interview: A Multi-Disciplinary Approach To Investing & Learning With Nir Kaissar (Ep. 46)
Investing in today’s world requires an ability to understand multiple disciplines. In addition to understanding markets and having the ability to put current events in a long-term context, it also…
Is Passive Investing Distorting the Market?
By Jack Forehand, CFA (@practicalquant) I usually like to write articles where there is a clear conclusion at the end. I also usually like to write about topics that I…
Interview: Liquidity Cascades with Corey Hoffstein (Ep. 45)
It has been said that the most dangerous words in investing are “this time is different”. But sometimes a confluence of factors come together to significantly change the character of…