David Einhorn Says the Market is Broken | We Debate Whether He is Right
Validea's Guru Investor Blog
by Validea
3d ago
In a recent appearance on the Masters in Business podcast, David Einhorn claimed that the stock market is broken. He discussed how he has adjusted his strategy to reflect his belief that the market doesn’t seem to care about fundamentals anymore. In this episode, we take an in depth look at this idea and the facts both supporting and refuting it. We discuss how the rise of passive investing has changed the market, how that impacts fundamental investing and some potential changes fundamental investors can make to deal with the changing market. Audio Platforms Watch on YouTube The post David ..read more
Visit website
Has Passive Investing Broken the Market? | Mike Green
Validea's Guru Investor Blog
by Validea
6d ago
David Einhorn said in a recent podcast interview that he feels that the market is broken. He has made significant changes to his investment approach as a result. Much of the basis for his assertion is based on the work of Simplify’s Mike Green, who has been warning investors about the dangers of passive investing for many years. In this episode, we are fortunate to have Mike back for his third appearance on the podcast. We discuss the impact that the rise of passive investing has had on the market, how that impacts the success of fundamental investing strategies and the risks it poses to the m ..read more
Visit website
The Intentional Investor | Justin Castelli
Validea's Guru Investor Blog
by Validea
1w ago
In our Show Us Your Portfolio series, we have take a deep dive into the investment strategies of many great investors. But one thing we noticed was missing from those episodes was how that strategy intersects with our guests’ mission in life. Our new series, The Intentional Investor seeks to address that issue and focus on the intersection of portfolio and purpose. Audio Platforms Watch on YouTube The post The Intentional Investor | Justin Castelli appeared first on Validea's Guru Investor Blog ..read more
Visit website
The Next Chapter for Inflation with Cullen Roche
Validea's Guru Investor Blog
by Validea
1w ago
With inflation off its highs, but still elevated relative to the Fed’s target, there are differing opinions on where we go from here. In this episode, Discipline Funds founder Cullen Roche joins us to help work through it. We discuss the challenge of measuring inflation, the relationship between inflation and the labor market, the potential future path of inflation and what to expect from the Fed going forward. Watch on YouTube Subscribe on Apple Podcasts Subscribe on Spotify The post The Next Chapter for Inflation with Cullen Roche appeared first on Validea's Guru Investor Blog ..read more
Visit website
Cem Karsan on the “No Landing” Scenario ?
Validea's Guru Investor Blog
by Validea
2w ago
In this episode, our most popular guest returns for his third appearance on Excess Returns. We talk with Kai Volatility founder Cem Karsan about a wide range of topics, including the future outlook for inflation, what the Fed is likely to do going forward, structured products, ODTE options, the importance of thinking in probabilities and a lot more. We also get some crumbs and get Cem’s take on option dealer flows and the potential coming February window of weakness. Audio Platforms Watch on YouTube The post Cem Karsan on the “No Landing” Scenario ? appeared first on Validea's Guru Investor ..read more
Visit website
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
Validea's Guru Investor Blog
by Validea
3w ago
Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The question is whether that is a good thing or a bad thing for investors. In this episode, we are joined by Lee Boudouris to tackle that question. We take a detailed look at these asset classes in general, how the evergreen fund structures that have made them more accessible work and the things investors should keep in mind as they evaluate them. Audio Platforms Watch on YouTube The post Private In ..read more
Visit website
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
Validea's Guru Investor Blog
by Validea
3w ago
Those of us that invest using factors have been taught that there needs to be a reason why they work. We have been taught that for their excess returns to persist in the future, there should be a behavioral or risk-based explanation as to why they exist in the first place. If that assumption is wrong, it would call into question the validity of much of the work that has been done in asset pricing research and would also have significant implications for real world investment strategies build using the research.  Our guest this week recently published a paper that calls those core ideas of ..read more
Visit website
Fact or Fiction: Limitations of the 60-40, Dave Ramsey’s 8% Rule, Factor Investing, AI and More
Validea's Guru Investor Blog
by Validea
1M ago
In our first “Fact of Fiction” episode, we tackle some of the questions we have been asked or have seen out in the world recently. We discuss whether stocks and bonds are sufficient in a portfolio, retirement planning, factor investing, whether an AI driven bubble could be coming. why there wasn’t a #1 rap song in 2023 and a lot more.  Audio Platforms Watch on YouTube The post Fact or Fiction: Limitations of the 60-40, Dave Ramsey’s 8% Rule, Factor Investing, AI and More appeared first on Validea's Guru Investor Blog ..read more
Visit website
The Key Criteria to Look at When Evaluating Active ETFs
Validea's Guru Investor Blog
by Validea
1M ago
Active ETFs have grown exponentially in recent years, especially in the equity space. One of the big benefits of that for investors in more investment strategies to choose from. The challenge, though, is that is can be hard to filter through them all to find the right strategy for a specific need. In this episode, we try to help solve that problem. We walk through the key criteria we look at when evaluating active ETFs from both and investing and financial planning perspective. We also work through some examples to show how we do it in practice. Audio Platforms Watch on YouTube The post The ..read more
Visit website
Microcap Funds Could Offer Big Returns in 2024
Validea's Guru Investor Blog
by Validea
1M ago
After the Fed indicated that they were done with their rate-hiking cycle late last fall, the Russell 2000 index of small companies soared 5.4% in one day, raising the hopes of small-cap investors, reports an article in Barron’s. Smaller companies often need to borrow more money in order to grow, and the higher rates have put them under more pressure. Still, the smallest companies of the category—microcaps—are still very cheap, even though they stand to benefit the most from a good economy. For example, the Bridgeway Ultra-Small Company Market fund, which invests in the smallest 10% of U.S. com ..read more
Visit website

Follow Validea's Guru Investor Blog on FeedSpot

Continue with Google
Continue with Apple
OR