By Jack Forehand, CFA, CFP® (@practicalquant) — When we started the Excess Returns podcast, our primary goal was to learn. We wanted to help listeners to the podcast learn. But we also wanted…
Tag: Featured
Replicating Hedge Fund Strategies with Andrew Beer
Hedge funds are typically considered a place where high net worth investors can invest in sophisticated investment strategies that the average investor doesn’t have access to. But that has changed…
Four Hard Investing Lessons From 2022 With Silver Linings
By Justin Carbonneau (@jjcarbonneau) — In Ben Graham’s The Intelligent Investor, he introduces Mr. Market, which is an allegory that is meant to help the reader understand the irrational, groupthink…
Show Us Your Portfolio: Dr. Daniel Crosby
In this edition of Show Us Your Portfolio, we speak with Dr. Daniel Crosby. Daniel is an expert an investor behavior and the Chief Behavioral Officer at Orion. We speak…
A Look at How a Variety of Risk Management Approaches Have Worked in 2022's Bear Market
By Jack Forehand, CFA, CFP® (@practicalquant) — For the last 40 years, managing risk for investors has been pretty easy. There have certainly been bear markets in the period, and some of them…
Low Volatility Investing and the Conservative Formula with Pim van Vliet
In this episode we talk Low Volatility investing with Pim van Vliet, who is the Head of Conservative Equities and Quantitative Equities at Robeco. Pim’s book “High Returns From Low…
Looking at the Rise of Money Losing Companies
By Jack Forehand, CFA, CFP® (@practicalquant) — Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. When I…
Show Us Your Portfolio: Brent Kochuba
In this episode of Show Us Your Portfolio, we speak with SpotGamma founder Brent Kochuba. We had Brent on the podcast previously in episode 151 where we discussed the impact…
Four Strategies for The Risk-Averse Investor
By Justin Carbonneau (@jjcarbonneau) — Stocks are down. Bonds are down. Gold is down. There’s no sugarcoating it — 2022 hasn’t been kind to investors. The downturn in stocks and…
Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It
The 60-40 portfolio forms the core of many investors’ long-term portfolio allocations. And it has worked exceptionally well over the past 40 years. But the combination of high equity valuations,…