Validea's Guru Investor Podcast: Recent Episodes
Jack Forehand and Justin Carbonneau
The Guru Investor Podcast offers audio versions of the original articles from Validea's Guru Investor Blog. Our research focuses on what works over the long-term in investing. We cover topics like factor investing, value investing, momentum investing and behavioral finance.
In this episode, Validea partner Jack Forehand reads his article "Put Down the Dividends - And Slowly Walk Away".
Full Article
https://blog.validea.com/put-down-the-dividends-and-slowly-walk-away/
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "The Most Ignored Investing Premium".
Full Article
https://blog.validea.com/the-most-ignored-investing-premium/
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article "Going from Dividend Aristocrats to Dividend Kings Using Quality and Value".
Find Out More About Validea
https://www.validea.com
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Other Articles by Justin
Factor Focus Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 6/18/2021.
The Posts We Discuss
Quantitative Asset Allocation Approaches That Go Beyond Stocks and Bonds – Validea's Guru Investor Blog
A Deep Dive into Factor Investing and the Future Potential of China with Rayliant's Jason Hsu – Validea's Guru Investor Blog
A Repeat of the Roaring ‘20s Stock Market? Don’t Count on It – Validea's Guru Investor Blog
Investment Styles and Personality Type – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "Quantitative Asset Allocation Approaches That Go Beyond Stocks and Bonds".
Full Article
https://blog.validea.com/quantitative-asset-allocation-approaches-that-go-beyond-stocks-and-bonds/
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 6/11/2021.
The Posts We Discuss
The Balance Between Edge and Conviction – Validea's Guru Investor Blog
Robert Hagstrom on Warren Buffett’s Money Mind, Successful Investing & Finding Quality Companies – Validea's Guru Investor Blog
Finding Quality Value Stocks With Joseph Piotroski's F Score Methodology – Validea's Guru Investor Blog
Robinhood and What Some Say Buffett is Missing – Validea's Guru Investor Blog
Robert Shiller Looks Back on the First Roaring Twenties – Validea's Guru Investor Blog
Bonds Useless as Hedge to Stocks – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "The Balance Between Edge and Conviction".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 5/28/2021.
The Posts We Discuss
Ark Investments and the Potential Downsides of an ETF Structure – Validea's Guru Investor Blog
Inside the First Hedge Fund to ETF Conversion and Finding Long-Term Compounders with Robert Cantwell – Validea's Guru Investor Blog
The Economy is Coming Back, But Looking Different Than It Used To – Validea's Guru Investor Blog
Robert Shiller Looks Back on the First Roaring Twenties – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 5/21/2021.
The Posts We Discuss
The Voting Machine vs. the Weighing Machine – Validea's Guru Investor Blog
Some Options for Managing Risk After a Big Market Run – Validea's Guru Investor Blog
Bill Miller Roars Back with Amazon and Bitcoin – Validea's Guru Investor Blog
Zweig on How to Keep Your Cool in a Sizzling Market – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "The Voting Machine vs. the Weighing Machine".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 5/14/2021.
The Posts We Discuss
Pockets of Value in an Expensive Market – Validea's Guru Investor Blog
An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates – Validea's Guru Investor Blog
History Says Big Tech Stocks Could Fall – Validea's Guru Investor Blog
Investing Like Warren Buffett – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 5/7/2021.
The Posts We Discuss
Moves to Consider to Help Protect Your Portfolio & Profits – Validea's Guru Investor Blog
Six Potential Metrics to Help Limit Value Traps – Validea's Guru Investor Blog
Small-Cap Recap from Royce – Validea's Guru Investor Blog
Cash on the Sidelines’ and What it Really Means – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article "Moves to Consider to Help Protect Your Portfolio".
Find Out More About Validea
https://www.validea.com
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Other Articles by Justin
Factor Focus Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 4/30/2021.
The Posts We Discuss
Some Thoughts on Low Volatility Investing – Validea's Guru Investor Blog
Academic Research Spotlight: Migration by Eugene Fama and Kenneth French (Ep. 85) – Validea's Guru Investor Blog
Hedge Fund Short Trade Collapses While Longs Rise – Validea's Guru Investor Blog
Greenblatt and Pzena on Active Management in 2021 – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "Some Thoughts on Low Volatility Investing".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 4/23/2021.
The Posts We Discuss
The Challenges of Avoiding Value Traps – And Some Criteria That Might Help – Validea's Guru Investor Blog
The Three Keys to Understanding Investing Bubbles (Ep. 84) – Validea's Guru Investor Blog
Goldman: Humans Beat Algorithms in ESG – Validea's Guru Investor Blog
Why Founder-Led Companies Outperform – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "The Challenges of Avoiding Value Traps – And Some Criteria That Might Help".
Full Article
The Challenges of Avoiding Value Traps – And Some Criteria That Might Help – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 4/16/2021.
The Posts We Discuss
The Explosion of SPACs -- Should You Care? – Validea's Guru Investor Blog
A Detailed Look at All Weather Investing With Standpoint's Eric Crittenden (Ep. 83) – Validea's Guru Investor Blog
Howard Marks: Now is the Time to Be Resourceful – Validea's Guru Investor Blog
Economist’s Views on Overheating – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article "The Explosion of SPACs -- Should You Care?".
Full Article
The Explosion of SPACs -- Should You Care? – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Other Articles by Justin
Factor Focus Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 4/9/2021.
The Posts We Discuss
We Might Be in a Bubble, But You Probably Shouldn’t Care – Validea's Guru Investor Blog
The Strengths and Weaknesses of the Major Value Factors (Ep. 81) – Validea's Guru Investor Blog
Market Power or Moat? – Validea's Guru Investor Blog
The Biggest Risk to the Stock Market – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "We Might Be in a Bubble, But You Probably Shouldn’t Care".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 4/2/2021.
The Posts We Discuss
The Changing Nature of Momentum – Validea's Guru Investor Blog
The History of Berkshire Hathaway and Warren Buffett with Adam Mead (Ep. 80) – Validea's Guru Investor Blog
Quantifying The Motley Fool’s Small Cap Growth Investment Strategy (Ep. 79) – Validea's Guru Investor Blog
Aswath Damodaran on Today’s Markets – Validea's Guru Investor Blog
Robinhood Traders Pack a Punch Five Times Their Assets – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "The Changing Nature of Momentum".
Full Article
The Changing Nature of Momentum – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 3/25/2021.
The Posts We Discuss
The Five Horsemen of Valuation Ratios – Validea's Guru Investor Blog
Rafael Resendes On Intrinsic Value, Economic Margin and How Some Value Models Have Lost Their Way – Validea's Guru Investor Blog
Dalio Says It’s Time to Buy Amid “Stupid” Bond Economics – Validea's Guru Investor Blog
After Thirteen Years, Buffett’s Investment in Obscure Chinese Automaker is Paying Off – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article "The Five Horsemen of Valuation Ratios".
Full Article
The Five Horsemen of Valuation Ratios – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Other Articles by Justin
Factor Focus Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 3/18/2021.
The Posts We Discuss
Is Quality on Sale? – Validea's Guru Investor Blog
Machine Learning, Fantasy Football and Factor Investing with Kevin Zatloukal (Ep. 76) – Validea's Guru Investor Blog
How Value Stocks Will Benefit from Economic Recovery – Validea's Guru Investor Blog
Ritholtz Says Lynch is the GOAT – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "Is Quality on Sale?".
Full Article
Is Quality on Sale? – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 3/11/2021.
The Posts We Discuss
Value Investing is Back! Or is it? – Validea's Guru Investor Blog
Lessons From Warren Buffett's 2021 Annual Letter (Ep. 75) – Validea's Guru Investor Blog
How Most Value Managers are Getting it All Wrong – Validea's Guru Investor Blog
“Charging Bull” Sculptor Remembered – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "Value Investing is Back! Or is it?".
Full Article
Value Investing is Back! Or is it? – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 3/5/2021.
The Posts We Discuss
Bridgeway's John Montgomery On Their Unique Culture and Lessons From a 25+ Years in Quant Investing – Validea's Guru Investor Blog
Academic Research Spotlight: Replicating Anomalies by Lu Zhang, Chen Xue and Kewei Hou (Ep. 73) – Validea's Guru Investor Blog
Bitcoin Grows Up – Validea's Guru Investor Blog
Zweig: Every Investor Needs a Charlie Munger – Validea's Guru Investor Blog
Ark CEO Cathie Wood Talks ‘Deep Value’ – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article "Bitcoin Grows Up".
Find Out More About Validea
https://www.validea.com
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Other Articles by Justin
Factor Focus Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 2/26/2020.
The Posts We Discuss
Some Practical Ways to Look at Blending Factors – Validea's Guru Investor Blog
GameStop: What Happened, How it Happened, and Lessons We Can Learn From It (Ep. 72) – Validea's Guru Investor Blog
Technology: A New Asset Class – Validea's Guru Investor Blog
Parallels Between Today’s Market and the Dot-Com Bubble – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "Some Practical Ways to Look at Blending Factors".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 2/19/2020.
The Posts We Discuss
What GameStop’s Crazy Ride Can Teach Us About Investing – Validea's Guru Investor Blog
The Elusive Definition of Risk – And Some Practical Ways to Measure It (Ep. 71) – Validea's Guru Investor Blog
Market Cap-to-GDP valuations: The Buffett Indicator Revisited – Validea's Guru Investor Blog
Commodities Set to Boom after 10 Years of Underperformance – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article "What GameStop's Crazy Ride Can Teach Us About Investing".
Find Out More About Validea
https://www.validea.com
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Other Articles by Justin
Factor Focus Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 2/12/2020.
The Posts We Discuss
The Basics of Value Investing – Validea's Guru Investor Blog
A Detailed Look At Joel Greenblatt’s Magic Formula Method – A Model that Blends Value & Quality (Ep. 70) – Validea's Guru Investor Blog
Why Investors Should Not Try to Time the Market – Validea's Guru Investor Blog
Swedroe on the Battle of Factor Models – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "The Basics of Value Investing".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 2/4/2020.
The Posts We Discuss
What is Risk? – Validea's Guru Investor Blog
An In Depth Look at Momentum Investing and Trend Following with Jack Vogel (Ep. 69) – Validea's Guru Investor Blog
Bill Miller’s Market Insights from Q4 Letter – Validea's Guru Investor Blog
As Companies Trounce Earnings Estimates, S&P 500 Profit Recession May End – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "What is Risk?".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 1/29/2020.
The Posts We Discuss
Where’s the Beef? Where’s the Value? – Validea's Guru Investor Blog
Interview: Replicating Private Equity in Public Markets with Verdad's Brian Chingono (Ep. 67) – Validea's Guru Investor Blog
Quants Seeing Record High Correlations – Validea's Guru Investor Blog
Robert Shiller on the Narratives Driving the Market – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article "Where's the Beef? Where's the Value?".
Find Out More About Validea
https://www.validea.com
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Other Articles by Justin
Factor Focus Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss whether intangible assets have broken value investing, why investors may focus too much on dividends, the pros and cons of fractional shares, and the investment strategy of Peter Lynch.
The Posts We Discuss
The Basics of Momentum Investing – Validea's Guru Investor Blog
Why Dividend Investing May Be Overrated (Ep. 65) – Validea's Guru Investor Blog
Rob Arnott on Value Investing Outlook – Validea's Guru Investor Blog
Wall Street Forecasters Are At It Again for 2021 – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "The Basics of Momentum Investing".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss whether intangible assets have broken value investing, why investors may focus too much on dividends, the pros and cons of fractional shares, and the investment strategy of Peter Lynch.
The Posts We Discuss
Considerations For Investors Seeking High Dividend Paying Stocks
Breaking Down the Investment Strategy of Legendary Fund Manager Peter Lynch (Ep. 64)
Are Intangibles to Blame for Value’s Pain?
The Pros and Cons of Fractional Share Trading
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article "Considerations For Investors Seeking High Dividend Paying Stocks".
Find Out More About Validea
https://www.validea.com
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Other Articles by Justin
Factor Focus Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the case against value investing, the importance of expectations in investing, why value performs better during periods of extreme optimism and pessimism, and common retirement mistakes that investors make.
The Posts We Discuss
The Case Against Value Stocks – Part II
The Importance of Expectations in Investing
The Best Time to Invest in Value
Don't Derail Your Retirement - Avoid These Mistakes
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "The Case Against Value Stocks - Part II".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "The Five Podcasts That I Never Miss an Episode Of".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article "Seven Lessons from Mr. Market in 2020".
Find Out More About Validea
https://www.validea.com
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Other Articles by Justin
Factor Focus Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article "Ten Amazing Facts as Tesla Zooms into the S&P 500".
Find Out More About Validea
https://www.validea.com
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau
Other Articles by Justin
Factor Focus Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article "The Assets We Can’t See".
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Other Articles by Jack
Practical Quant Archives – Validea's Guru Investor Blog
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article Knowledge Mining in the Market’s Past Returns,
View Full Article
https://blog.validea.com/knowledge-mining-in-the-markets-past-returns/
Find Out More About Validea
https://www.validea.com
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Justin Carbonneau reads his article that looks at some of the lessons that investors should not learn from Warren Buffett.
Full Article
https://blog.validea.com/four-things-buffett-does-most-investors-couldnt-or-shouldnt-do/
Find Out More About Validea
https://www.validea.com
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast
In this episode, Validea partner Jack Forehand reads his article on the life cycle of investing factors, and why widespread adoption can reduce or eliminate factor premiums.
Full Article
https://blog.validea.com/the-life-cycle-of-investing-factors/
Find Out More About Validea
https://www.validea.com
Subscribe to Our Excess Returns Podcast
https://www.validea.com/excess-returns-podcast