In this episode, we speak with Sparkline Capital founder Kai Wu about his excellent recent paper “Intangible Value: A Sixth Factor”. We discuss his research on the importance of intangible…
Tag: Featured
Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics
In this episode, we begin a new quarterly series where we will discuss some of the biggest issues that investors are thinking about in the current market and try to…
Factor Investing for Retirement with DFA's Mathieu Pellerin
In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu…
Show Us Your Portfolio: Larry Swedroe
In our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth’s Larry Swedroe. Larry has dedicated his career to educating investors and has written more books…
0DTE Options, Fixed Strike Vol and the Impact of Options Expirations with Brent Kochuba
There has been a lot going on in the options world that is impacting the stock market. The use of 0DTE (0 days to expiration) options has risen dramatically in…
The March to a $10 Trillion Company
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Imagine a world where a single company has a market capitalization of $10 trillion. For reference, Apple, one of the world’s…
Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott
In this episode, we speak with Unlimited Funds founder Bob Elliott. We discuss the general landscape of the hedge fund industry including the strategies hedge funds employ, whether they add…
Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the returns of the great technology companies…
Bridging Financial Planning and Factor Investing with Northern Trust's Peter Mladina
In this episode, we speak with Northern Trust’s Peter Mladina. Peter has published extensive research in the areas of both financial planning and factor investing. We discuss his work in…
Interpreting the Key Lessons from Great Investors
On our Excess Returns podcast, we have had the privilege to talk to many great investors. At the end of each of those interviews, we ask all of them one…