In this episode, we dive into key lessons from our recent Excess Returns interview with valuation expert Aswath Damodaran. We unpack Damodaran’s insights on: Why dogma in investing can be…
Tag: The Education of a Financial Planner
The Case Against Value Investing
In this episode of Two Quants and a Financial Planner, we tackle a question that is on many investor’s minds: Is value investing dead? We explore various arguments for and…
Our Guests Gave Us 119 of Their Most Important Investing Lessons: We Give You Our Favorite 12
We ask all our guests on Excess Returns one closing question: If you could teach one lesson to the average investor, what would it be? In this episode of Two…
10 Things Investors Get Wrong About Factor Investing | And How to Avoid Them
In this episode, we explore common misconceptions about factor investing. We discuss why factors aren’t less risky than the market, the challenges of diversification, and why adding more factors isn’t…
Inside the Recent Market Volatility | What You Need to Know to Navigate It
In this episode, we dive into recent market volatility and its implications for investors. We examine several intriguing charts highlighting unusual market behavior, including significant VIX spikes and their historical…
What Long-Term Investors Can Learn from History's Best Traders | Lessons from Jack Schwager
In this episode, we dive into lessons long-term investors can learn from our interview with Jack Schwager, author of the Market Wizards series. Drawing on Schwager’s insights, we explore ten…
What You Need to Know About Momentum Investing | Six Experts Help Us Understand the Basics
In this episode, we dive deep into momentum investing, bringing you insights from some of the smartest investors we know. We explore the fundamentals of momentum, breaking down its types…
Practical Alternatives to the 60-40 Portfolio
In this episode, we dive deep into practical alternatives to the traditional 60/40 portfolio. We explore various approaches like the Permanent Portfolio, risk parity and return stacking and take a…
Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors
In this episode, we dive into the key takeaways from our recent interview with Mike Green of Simplify. We explore several important lessons, including the need to be open-minded about…
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
In this episode, we take a look back at the first half of 2024 and examine some surprising trends in the economy and markets. We discuss how inflation has remained…