There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific…
Tag: Featured
Mapping The Opportunity in Small Caps to Value Investment Strategies
By Justin Carbonneau (@jjcarbonneau) — Verdad, a value oriented and global asset manager, recently published a piece highlighting the valuation gap that exists between small caps and large cap stocks,…
Talking All Things Value Investing with Tobias Carlisle
This week we are joined by our good friend and first three time guest on the podcast Tobias Carlisle. We talk about a wide range of value investing topics, including…
The Many Different Flavors of Value
Many investors believe that all value investing strategies are similar. When it comes to getting exposure to value, they think the many value funds that are out there are mostly…
Show Us Your Portfolio: Rick Ferri
Our first few episodes of Show Us Your Portfolio looked at some thoughtful, evidence-based approaches to portfolio construction. But we also noticed after listening to them that many of the…
Are Growth Stocks Cheap?
By Jack Forehand, CFA, CFP® (@practicalquant) — As a value investor, I have a weakness that I have struggled with my whole career: I really like buying things when they go down a…
Show Us Your Portfolio: Phil Huber
In our latest episode of Show Us Your Portfolio we speak to Savant Wealth CIO Phil Huber. We discuss Phil’s approach to building his personal portfolio and the core principles…
Constructing an Intangible Asset Based Value Strategy with Kai Wu
Research has shown that value investing needs to change. Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such…
What is the One Lesson You Would Teach the Average Investor? Ten Great Investors Tell Us
In each episode of Excess Returns we ask all our guests one standard closing question:Based on your experience in markets, if you could teach one lesson to your average investor,…
What Seeing Galaxies From “Far, Far Away” With The Webb Telescope Can Teach Us About Investing
By Justin Carbonneau (@jjcarbonneau) — NASA recently released images from the James Webb Telescope, the most powerful telescope ever. With gold plated mirrors and at about half the size of…