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.

Paper Links:

  1. Factor Investing Fact Check: Are Value and Momentum Dead?
  2. Want to Minimize Capital Gains Taxes? Check Out Our Guide to Opportunity Zone Investments
  3. Hedge Funds may Profit from Stock-Picking and Help Reduce Mispricing

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