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…
Tag: Featured
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…
Finding Quality Value Stocks With Joseph Piotroski's F Score Methodology
Research shows that value stocks can generate an excess return because the market tends to overestimate their problems, and value investors benefit when it realizes that. But despite that being…
Robert Hagstrom on Warren Buffett’s Money Mind, Successful Investing & Finding Quality Companies
There have been so many books written about Warren Buffett that it can be hard to keep track of them. But before all of that could happen, someone had to…
Could ARK Pose a Systemic Risk to the Market? A Look at How ETFs Work Can Help Us Find Out
The growth of ARK investments has been one of the biggest stories of the past decade in the ETF space. its flagship fund, the ARK Innovation ETF has seen its…
Inside the First Hedge Fund to ETF Conversion and Finding Long-Term Compounders with Robert Cantwell
With the rapid growth in ETFs, it seems like almost every product idea possible has been tried. So it is rare to find something that is unique and hasn’t been…
Ark Investments and the Potential Downsides of an ETF Structure
Exchange traded funds have many great qualities. They are mostly transparent, low cost, trade in real-time and can have significant tax advantages over other investment vehicles like mutual funds and…
A Safety First Approach to Retirement Planning and the Problems with the 4% Rule with Dr. Wade Pfau
The 4% rule has become one of the cornerstones of retirement planning. And in many ways that makes sense because investors who have spent 4% of their portfolio annually have…
The Voting Machine vs. the Weighing Machine
By Jack Forehand, CFA, CFP® (@practicalquant) — In the short run, the market is a voting machine but in the long run, it is a weighing machine.Benjamin Graham (Sort Of) I am…
Some Options for Managing Risk After a Big Market Run
The stock market has had a huge run since last March. That fact, combined with unprecedented government stimulus, the potential for future inflation and other risk factors has many investors…