By Jack Forehand, CFA, CFP® (@practicalquant) — Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process.…
Tag: Featured
Winning By Not Losing. Sierra Investment’s Dave Wright On Conservative Disciplined Investing.
Conservative investing has a reputation for being boring. But our guest this week deploys a conservative approach that is far from that. We speak to Dave Wright of Sierra Investment…
Investors Map Their Course In 2021 Using Validea
By Justin Carbonneau (@jjcarbonneau) — In 2021, over 320,000 investors from 190 different countries visited Validea.com in search of information that they believed could help in their investing journey. While…
Michael Mauboussin on Valuation, Base Rates and Expectations Investing
Michael Mauboussin is one of the most insightful long-term thinkers in the investing world. For decades, his research has taken deep dives into markets, valuation and how we can all…
My Biggest Lessons From 2021
The experiences all of us have at the beginning of our investing careers do a lot to shape what we believe and how we act going forward. For investors who…
Is the Market Rigged in Favor of Insiders? We Talk to Wharton Professor Daniel Taylor to Find Out
There is a perception many have that the market is rigged in favor of corporate insiders. And there is certainly justification for that perception. In this episode we take an…
Some Observations on the Current Market Valuation
By Jack Forehand, CFA, CFP® (@practicalquant) — We have had a massive run in the US market since the 2020 bear market bottom. Although the wall of worry has been our constant companion…
Inflation, Factors & Stock Returns with O’Shaughnessy Asset Management’s Ehren Stanhope
In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope about his excellent research paper “The Great Inflation, Factors, and Stock Returns.” We discuss the history of inflation and…
The 5 Most Read Investing Posts On Validea's Guru Investor Blog In 2021
It has certainly been an interesting year for the stock market. If you want to illustrate the concept of climbing the wall of worry, you couldn’t pick a better year…
Andrew Thrasher Schools Two Value Guys on Technical Analysis and Forecasting Volatility Tsunamis
In this episode we take a deep dive into technical analysis with Andrew Thrasher, founder of Thrasher Analytics and portfolio manager at the Financial Enhancement Group. We look at the…