In this episode we bring back one of our most popular guests. We speak with O’Shaughnessy Ventures founder Jim O’Shaughnessy about his transition from a factor investor to a venture…
Tag: Featured
Why It’s Great to be an Investor Now in 2023
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space,…
The OPEX Effect: November Update
In our latest episode of the OPEX Effect, we discuss the upcoming November options expiration and what Brent is seeing in options markets leading into it. We also talk about…
An Inside Look at the Quality and Low Volatility Factors
Value and momentum might be the most popular factors with investors, but quality and low volatility also have significant research supporting them. In this episode we take a detailed look…
Breaking Down the Challenging Macro Landscape with Warren Pies and Fernando Vidal
In this episode, we speak with 3Fourteen Research founders Warren Pies and Fernando Vidal. We discuss 3Fourteen’s systematic macro process and how they are using it to analyze the current…
Breaking Down Popular Value ETFs | The Portfolio Construction Choices that Define Them
There is a tendency for investors to think that all value strategies are similar. But the reality is they can be very different. In this episode, we work through the…
A Deep Dive into Credit Investing with Joe Hegener
In this episode, we take an in depth look at the credit market with Asterozoa Capital CIO Joe Hegener. We cover the basics of the credit market, the current state…
How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth
In this episode, we are joined by Heather and Doug Boneparth, co-authors of the Joint Account blog. Heather and Doug share their own experience with respect to money in their…
Quantifying Self-Attribution Bias with Meng Wang
When fund managers outperform, they tend to attribute it to their skill. When they underperform, they tend to blame external factors. While that information has been known for some time,…
Investing In Sectors: A Look at the 11 Sector ETFs
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the…