You can watch the video via the link below:
This week Ryan and I discuss three topics. First, we examine the returns to U.S. stock broken down by (1) size and (2) factors (mega-cap stocks were the place to invest over the last 5 years!). Second, we examine a post by Adam Tkaczuk on Opportunity Zones–a must read for those with low basis securities. Third, we examine a post by Tommi on Hedge Funds and their role in reducing mispricing.