In today’s episode, we had Wes join the show and decided to have Wes and myself answer questions from Ryan on two research summaries we each wrote this year. One summary was original content, and the second was a summary of an academic paper.
Wes’ papers:
- Original Content: Trend Following: The Epitome of No Pain, No Gain
- Paper Summary: Forbidden Knowledge: Long-Only Academic Factors are Also Cool
Jack’s papers:
- Original Content: Value Investing & Concentration
- Paper Summary: Do Most Individual Stocks Outperform Cash? No.