In this episode, we tackle some of the questions we have been hearing from investors in recent weeks. We discuss the desire to move into short-term bonds, whether a laddered…
Tag: Featured
Show Us Your Portfolio: Jerry Parker
In this episode we speak with Chesapeake Capital founder Jerry Parker about how he manages his personal portfolio. We discuss Jerry’s trend following based approach and how he uses it…
The Long Game: Why Patience and Perspective Matter in Investing
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Patience can be defined as the capacity to accept or tolerate delay, trouble, or suffering without getting angry or upset. It’s the ability to endure…
Roth Conversions | What Investors Need to Know
In this episode, we are joined by Sunpointe’s Ben Tuscai to take a deep dive into Roth conversions. We discuss the criteria that investors can use to determine when the…
Steve Romick | Lessons From 30 Years as a Value Investor 🛡️
In this episode, we speak with FPA Crescent Manager Steve Romick. Steve has built an exceptional long-term record using an approach that combines value investing with protection of capital and…
Much Needed Therapy for Value Investors
It has been a painful last decade for value investors. In this episode, our good friend Tobias Carlisle returns to commiserate about the struggles of value and also to talk…
The Many Sides of Diversification: Spreading Your Bets Across Stocks, Factors and Asset Classes
The idea of diversification is simple. Most investors understand that spreading your bets and avoiding overconcentration is a good idea. But the details behind how to do that can be…
Quantitative Asset Management - Building Systematic Real-World Strategies | Michael Robbins
In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.”…
Conservative Investing - Using Trend Following to Manage Risk and Drawdowns | James St. Aubin
In this episode, we talk trend following and conservative investing with Sierra Mutual Funds CIO James St. Aubin. We talk about their unique banded moving average approach to trend following…
Direct Indexing | How it Works and Whether It Is Worth It for Investors
Many believe that direct indexing will be the next big trend in investing. While it used to be reserved for high-net-worth individuals, zero commissions and the ability to trade partial…