The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead?

The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are Value and Momentum Dead?             Author: Wes Gray. Wes is the CEO/CIO of Alpha Architect. He has published multiple academic papers and four books, including Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). After serving as a Captain in the United...

Episode #176: Adam Tkaczuk, “We Think There Is About A 3% Per Year Tax Benefit To This”

Episode #176: Adam Tkaczuk, “We Think There Is About A 3% Per Year Tax Benefit To This”           Guest: Adam Tkaczuk has served as a financial and tax consultant for Fortune 500 firms including Johnson Controls and Tyco International Ltd. (#242 and #288 on the Fortune 500 list) as well as family owned and private equity owned businesses. To date, he’s...

Tweets of the Month

Episode #175: The Biggest Valuation Spread In 40 Years?

Episode #175: The Biggest Valuation Spread In 40 Years? Guest: Episode #175 has no guest, It’s a Meb Short. Date Recorded: 2/27/19 Run-Time: 7:51 To listen to Episode #175 on iTunes, click here To listen to Episode #175 on Stitcher, click here To listen to Episode #175 on Pocket Casts, click here To listen to Episode #175 on Google Play, click here To stream Episode #175, click...

Episode #174: Amlan Roy, “Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old”

Episode #174: Amlan Roy, “Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old”           Guest: Dr Amlan Roy is Head of Global Macro Policy Research and Senior MD at State Street Global Advisors Asset Management Division (SSGA). He leads a Research team focused on Macroeconomics, Policy & Politics, Retirement & Demographics serving external and internal clients...

The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me

The Best Investment Writing Volume 3: Bob Seawright – Dear Future Me             Author: Bob Seawright is the Chief Investment & Information Officer of Madison Avenue Securities, LLC, an investment advisory firm and broker-dealer headquartered in San Diego, California. He is author of the blog, Above the Market, that has received “best of” recognition from a wide variety of sources, including...

Episode #173: Tom Williams, “I Want To Be That First Call In The Darkest Of Days”

Episode #173: Tom Williams, “I Want To Be That First Call In The Darkest Of Days”           Guest: Tom Williams is the founder of Heron Rock Fund, a venture fund with 32 current investments and 45 prior investments across various stages and sectors. Prior to Heron Rock, he founded BetterCompany, and co-founded Miavita, an online health & nutrition website that was...

Learning How to Invest

I get asked all the time by friends and investors variants of the same question: “What book should I read to learn about investing”? I still don’t have a good, single answer. A couple years ago we put together a survey asking our readers for just one answer to the above question, and received thousands of responses.  I took the time to...

Episode #172: Cam Harvey, “This is a Time of Considerable Risk of a Drawdown”

Episode #172: Cam Harvey, “This is a Time of Considerable Risk of a Drawdown”             Guest: Campbell R. Harvey is Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge, Massachusetts. He served as President of the American Finance Association in 2016. Harvey received the 2016 and...

The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter

The Best Investment Writing Volume 3: Corey Hoffstein – Factor Fimbulwinter             Author: Corey Hoffstein is a co-founder and CIO of Newfound Research. He is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, and Forbes.com’s Great Speculations blog.  He was named a 2014 ETF All Star by ETF.com. Run-Time: 17:41 What is this Episode? Last year when we published...