Jack and I will be attending the Evidence-Based Investing Conference tomorrow in NYC. We’re excited to participate and be part of the crowd. Be sure to give us a holler — love to discuss whatever is on your mind!
Author rendering of the scene at EBI
Historically, the conversations at EBI can end up covering fun topics.
For example, Over the summer, Jack spoke at the West Coast version and recapped his experience via this post. Key highlights?
- Investor Behavior Matters
- Embrace Transparency
- Being an Evidence-Based Investor is difficult!
I spoke at the EBI conference last year in NYC (will be doing so again this year). The chatter at that conference was related to the low volatility anomaly. A recap is here. The main point I made during this discussion, in not so eloquent terms?
Right now, low-vol is expensive crap. You should be buying cheap crap.
Turns out that was the correct sentiment for the past year:
Source: Yahoo Finance
Where will be go this year? I’m guessing passive versus active, machine learning, and maybe some Amazon chatter. But who knows. Hopefully, we’ll geek out on factor research with Cliff Asness at the helm. Or maybe Tim Buckley can explain how they plan on addressing a basic question: how big is too big? Jason Zweig should be good for an update or two on how our “monkey” brains work and/or don’t work.
With Josh Brown and Barry Ritholz on the mic, you know this will be an exciting event.
About the Author: Wesley Gray, PhD
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