We have reached our 100th episode of Excess Returns. We have been privileged to speak to some of the smartest investors we know over the course of the 18 months…
Tag: Featured
The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process
Investors will seek any type of edge they can find. Many run complicated models to try to generate an excess return. Others endure the pain that generating long-term excess returns…
The Biggest Lessons From Our First 100 Episodes
When we started our podcast in 2019, we were hoping we could create something that would be educational and informative for people who follow our content. But one of the…
The Most Ignored Investing Premium
By Jack Forehand, CFA, CFP® (@practicalquant) — Harvesting premiums in investing is a very challenging task for two main reasons. First, to capitalize on a premium, it has to exist. And we never…
Rob Arnott, founder of Research Affiliates, on Inflation, Bubbles and the Future of Value Investing
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven’t seen before. Fiscal stimulus has increased to levels…
Going from Dividend Aristocrats to Dividend Kings Using Quality and Value
Something happened recently that has never happened before in the market. If you take the current rate of inflation and compare it to the S&P 500’s earnings and dividend yield,…
Some Quantitative Alternatives to the 60-40 Portfolio
In a world where inflation is not a threat, a standard 60-40 portfolio does an excellent job of providing growth, while also limiting downside when stocks get choppy. You don’t…
Quantitative Asset Allocation Approaches That Go Beyond Stocks and Bonds
By Jack Forehand, CFA, CFP® (@practicalquant) — Inflation is coming! Or at least that is what everyone seems to think these days. We have had benign inflation in the US for a…
A Deep Dive into Factor Investing and the Future Potential of China with Rayliant's Jason Hsu
We have had many experts in factor investing on the podcast. We have even had some who have published research in academic journals. But we haven’t had anyone who has…
The Balance Between Edge and Conviction
By Jack Forehand, CFA, CFP® (@practicalquant) — Developing an edge in the stock market has always been a significant challenge. The collective wisdom of the market is typically correct, and that leads…