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Compound Your Knowledge Ep 26: Bond Mutual Funds and ETFs

By |2020-03-26T18:42:35-04:00March 26th, 2020|Compound Your Knowledge, Research Insights, Podcasts and Video, Media, Fixed Income|

Last week, there were some pretty big dislocations between bond mutual funds and ETFs. I picked one specific example I found interesting, comparing the Vanguard high-yield muni bond mutual fund to two high-yield muni bond [...]

Compound Your Knowledge Ep 25: Big vs. Small firms, and the case against REITs

By |2020-03-16T12:13:26-04:00March 16th, 2020|Compound Your Knowledge, Research Insights, Podcasts and Video, Media|

In this week's video, we discuss two articles examining (1) the performance gap between large and small firms and (2) the case against REITs. Article Links: The Gap Between Large and Small Companies [...]

Compound Your Knowledge Ep 24: Enterprise Multiples, Asset Allocation & Factor Models

By |2020-03-09T09:17:11-04:00March 9th, 2020|Compound Your Knowledge, Research Insights, Podcasts and Video, Media|

In this week's video, we discuss two articles examining (1) why Enterprise Multiples explain stock returns and (2) Asset allocation (and factor allocation). Article Links: Why Do Enterprise Multiples Predict Expected Stock Returns?Asset [...]

Compound Your Knowledge Ep 23: Value, the ETF Rule & Free Trading

By |2020-03-02T09:44:38-05:00March 2nd, 2020|Compound Your Knowledge, Research Insights, Podcasts and Video, Media|

In this week's post, we discuss two articles examining (1) the relative underperformance of Value compared to Growth and (2) the new ETF rule and commission-free trading. Article Links: The Massive Performance Divergence [...]

Compound Your Knowledge Ep 22: 2019 Factor Performance

By |2020-02-24T13:12:15-05:00February 24th, 2020|Compound Your Knowledge, Research Insights, Factor Investing, Podcasts and Video, Media|

In this week's post, we discuss two articles examining the 2019 Factor Performance in (1) the U.S. stock market and (2) the International stock market. Article Links: Factor Investing Update: An Analysis of [...]

Compound Your Knowledge Ep 21: Christmas Special

By |2019-12-23T13:04:12-05:00December 23rd, 2019|Compound Your Knowledge, Research Insights, Podcasts and Video, Media|

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 Investor’s Podcast: Factor Investing (Jack)

By |2019-11-22T09:41:11-05:00November 22nd, 2019|Research Insights, Factor Investing, Podcasts and Video, Media|

Recently I was invited to talk with Stig and Preston on The Investor's Podcast. I thank them for the opportunity and enjoyed the conversation! Below are some of the topics we discussed: What is factor [...]

Quantitative Investing: The Solution to Human Bias (Wes Gray)

By |2019-10-30T14:28:20-04:00November 1st, 2019|Factor Investing, Podcasts and Video|

Here is a link to our podcast on "Rational Reminder": Today we are joined by Wesley Gray who is the CEO of Alpha Architect, a firm in the US that specializes in concentrated factor strategies. [...]

ETFs vs Mutual Funds: Who wins? Investors. (Ryan Kirlin)

By |2019-10-01T13:15:32-04:00October 2nd, 2019|ESG, Podcasts and Video|

Here is a link to our podcast on Taylor Schulte's "Stay Wealthy" show. Without question, you have heard of Exchange Traded Funds, also commonly referred to as ETFs.It’s a complex topic so I brought in [...]

ESG Investing: Marketing or Substance? (Ryan Kirlin)

By |2019-09-19T08:22:34-04:00September 18th, 2019|ESG, Podcasts and Video|

Here is a link to our podcast on "The ETF Prime Podcast": ETF.com’s Drew Voros offers his perspective on ESG investing, including highlighting the example of Facebook. Tune to the ~22 minute mark to hear Alpha Architect’s Ryan [...]

Compound Your Knowledge Ep 20: Collectibles and PMI (and Factors)

By |2019-08-05T10:50:13-04:00August 5th, 2019|Compound Your Knowledge, Research Insights, Podcasts and Video, Media|

In this week's post, we discuss two articles. The first article examines the financial performance of collectibles, such as Cars, Wine, and Art. The second article examines PMI and its impact on factor performance. [...]

Compound Your Knowledge Ep 19: Value Concentration and Portfolio Protection

By |2019-07-29T07:06:07-04:00July 29th, 2019|Compound Your Knowledge, Research Insights, Podcasts and Video, Media|

In this week's post, we discuss three articles. The first article examines the effect of concentration (i.e. how many stocks does one own) within a Value portfolio. The second paper, summarized by Larry Swedroe, examines [...]

Compound Your Knowledge Ep 18: Size, Mom, Sell-Offs, & R Code

By |2019-07-19T08:59:27-04:00July 19th, 2019|Compound Your Knowledge, Research Insights, Podcasts and Video, Media|

In this week's post, we discuss four articles. The size, written by the folks at AQR, is titled "Fact, Fiction, and the Size Effect" and is a deep dive into the Size effect--I highly recommend [...]

Compound Your Knowledge Ep. 17: Stock Buyback Myths

By |2019-07-08T13:01:49-04:00July 8th, 2019|Compound Your Knowledge, Research Insights, Podcasts and Video, Media|

We hope everyone had a nice 4th of July weekend! In this week's post, we discuss one paper, titled "Buyback Derangement Syndrome." The paper was summarized on our site by Tommi, and the paper was [...]

Compound Your Knowledge Ep. 16: Trend-Following, Large-Cap Value, Active Mgmt

By |2019-07-01T10:51:35-04:00July 1st, 2019|Compound Your Knowledge, Research Insights, Podcasts and Video, Trend Following, Media, Value Investing Research|

In this week's post, we discuss three papers. The first post, written by Wes, covers a deep-dive into trend-following on equities. The second post, written by Andrew Miller, examines Large-Cap Value portfolios. The last post, [...]