Stocks and bonds have their best returns in history over the past 40 years. But history tells us that the period is more the exception than the rule. With the…
Tag: Featured
The Enduring Legacy of Charlie Munger with Lawrence Cunningham
In this episode, we discuss the incredible life and investing career of Charlie Munger with George Washington Professor Lawrence Cunningham. Lawrence in one of the world’s leading experts on Berkshire…
⚙️ The Characteristics of a Good Investment Process - And How to Know When to Change It
One of the most common pieces of advice given to investors is to have a process. But figuring out what that process should be is much more challenging. And determining…
Lessons From a Legendary Fund Manager with Joel Tillinghast
In this episode, we speak with Joel Tillinghast, who will retire as the manager of the Fidelity Low-Priced Stock Fund at the end of this year. Joel managed the fund…
Optimism vs. Pessimism: Defining Your Investing Future
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…
🎶 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,…