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…
Tag: Featured
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…
Value Investing, Compounding and Lifelong Learning with Gautam Baid
In this episode we speak with Gautam Baid, author of The Joys Of Compounding: The Passionate Pursuit Of Lifelong Learning. We talk about the power of compounding and the criteria…
Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo
After years of very strong performance, technology and growth stocks have had a much more difficult time in the last 18 months. Many of the highest multiple names are now…
Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan
In this episode we are joined by Kai Volatility founder Cem Karsan. Cem has led the way in educating investors about the importance of option dealer flows and the impact…
Beware the Back Test
By Jack Forehand, CFA, CFP® (@practicalquant) — Active investment managers have a pretty dismal long-term record. Depending on which study you look at somewhere between 80% and 90% of managers underperform their benchmarks…
Investing in a World of Low Expected Returns with AQR's Antti Ilmanen
Investors have enjoyed above average returns for decades now. But long-term evidence suggests that those lofty returns won’t last forever. In this episode we take a deep dive into the…
The Average Investor's Guide to the Current Bear Market
It would be an understatement to say there has been a lot going on in the market this year. Rising inflation has changed the game for economic policy makers and…