Bonus Episode: Jeremy Schwartz – Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth

Bonus Episode: Jeremy Schwartz – Net Buybacks Supplement Dividend Yields and Support Future Per Share Growth           Author: Jeremy Schwartz. Jeremy has been the Director of Research at WisdomTree Investments, Inc. since October 2008. He was previously the Deputy Director of Research at the firm from February 2007 to October 2008. Jeremy is responsible for the WisdomTree Equity Index construction process...

Episode #119: Tom Dorsey, “Fundamentals Answer the First Question ‘What Should I Buy?’ The Technical Side Answers the Question ‘When?’”

Episode #119: “Fundamentals Answer the First Question ‘What Should I Buy?’ The Technical Side Answers the Question ‘When?’”               Guest: Tom Dorsey. Tom co-founded Dorsey, Wright & Associates in 1987 and joined Nasdaq Global Information Services with Nasdaq’s acquisition of his company in 2015. Tom is the author of Point & Figure Charting: The Essential Application for Forecasting and Tracking Market...

Bonus Episode: Elroy Dimson – The Evolution of Equity Markets

Bonus Episode: Elroy Dimson – The Evolution of Equity Markets           Author: Professor Elroy Dimson. Elroy chairs the Centre for Endowment Asset Management at Cambridge Judge Business School and is Emeritus Professor of Finance at London Business School. His research focuses on investing for the long term, and he and his co-authors have become well known for their studies of the...

Episode #118: Radio Show: Record-Setting US Valuations… Emerging Market Opportunities… VC Bad Behavior… and Listener Q&A

Episode #118: Radio Show: Record-Setting US Valuations...  Emerging Market Opportunities... VC Bad Behavior… and Listener Q&A Guest: Episode #118 has no guest but is co-hosted by Jeff Remsburg. Date Recorded: 8/15/18 Run-Time: 1:11:28 To listen to Episode #118 on iTunes, click here To listen to Episode #118 on Stitcher, click here To listen to Episode #118 on Pocket Casts, click here To listen to Episode #118...

Bonus Episode: Ehren Stanhope – Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative

Bonus Episode: Ehren Stanhope – Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative Author: Ehren Stanhope. Ehren is a Principal at O'Shaughnessy Asset Management. He examines investment themes that are informed by deep historical research and are timely given the current market environment. Run-Time: 19:45 What is this Episode? We recently published The Best Investment Writing, Volume 2. The first book...

Episode #117: Steve Lockshin, “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients”

Episode #117: “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients” Guest: Steve Lockshin. Steve is a Founder and Principal of AdvicePeriod and former Chairman of Convergent Wealth Advisors, a company he founded in 1994.  Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the...

Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax

Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax Author: Todd Tresidder. Todd is a financial expert, having created Financial Mentor which gives you a step-by-step blueprint for building wealth that actually works. More than 55,000 people have already used this blueprint to jumpstart their financial freedom. To learn more, visit Financial Mentor. Run-Time: 20:00 What is this Episode? We recently...

Episode #116: Sarah Ketterer, “Without a Quant Risk Model, I’d Argue an Investment Manager Is Completely Blind”

Episode #116: “Without a Quant Risk Model, I’d Argue an Investment Manager Is Completely Blind” Guest: Sarah Ketterer. Sarah is the Chief Executive Officer at Causeway Capital, Portfolio Manager for the firm's Fundamental and Absolute Returns strategies, and is responsible for investment research across all sectors. She is a member of the Operating and Strategic Planning Committees. Sarah co-founded the...