By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Optimism is defined as the “hopefulness and confidence about the future or the successful outcome of something.” Pessimism is defined as “a tendency to see…
Tag: Featured
🎶 Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More
As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. In this episode, Ben Tuscai returns to help…
⚙️ How Popular Market Indexes Are Constructed with Athanasios Psarofagis
Most investors reference the returns of popular indexes frequently. But most also do not understand the details of how those indexes are constructed. In this episode, we take a deep…
What Investors Need to Know About Momentum Investing
In this episode, we take a deep dive into momentum investing. We discuss the different types of momentum, why it works, how it is measured and how it is used…
🚈 From Quant Investing to Venture Capital with Jim O'Shaughnessy
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…
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…