Compound Your Knowledge Ep. 11: ETFs, Manager Wealth, TLH, Value
In this week's episode, we cover four articles published on our site. The first article, written by Ryan, examines the growth in assets of ETFs [...]
Compound Your Knowledge Episode 10: Factor Investing & Hedge Fund Performance
In this week's video, we discuss three posts. The first post discusses the new index analysis section on our site. The second post, written by [...]
Compound Your Knowledge Episode 9: Investor Confidence & Issues with Factor Investing
In this week's post, we discuss two posts. The first post, written by Elisabetta, examines a new method attempting to directly measure aggregate investor overconfidence. [...]
Compound Your Knowledge Episode 8: Cash Conversion Cycle, Uncertainty, and Distracted Investors
In this week's post, I discuss three papers. The first examines a new factor, the Cash Conversion Cycle--while most are discounting factors in the new [...]
Compound Your Knowledge Episode 7: Momentum & Short Sellers
In today's video, we examine three articles from last week. The first article, written by Larry Swedroe, examines the Momentum of News. The second article, [...]
Women In ETFs Fireside Chat: Event Video Footage
We were honored when Lauren Davis asked if we would host the Women in ETFs event at AA Global Headquarters (i.e. my house). The event [...]
Compound Your Knowledge Episode 6: Trend Following and HFs
In today's video, we examine three articles from last week. The first article examines the (under) performance of trend-following over the last decade. The second [...]
Compound Your Knowledge Episode 4: Sentiment, Fin. Education & Smart Money Indicator
In today’s video, we examine three posts. First, we examine Elisabetta Basilico's post on Manager Sentiment and Stock Returns. Second, we examine a paper by [...]
Compound Your Knowledge: Episode 3–Factor Failure, China, EBITDA
In today's video, we examine three posts. First, we examine Larry Swedroe's rebuttal to the "failure" of factor investing. Second, we examine a paper examining [...]
Compound Your Knowledge: Episode 2–ESOPs, Factors, Incentives
In today's video, we examine three posts. First, we examine ESOPs and 1042 QRP (qualified replacement property) with Doug Pugliese. Second, we examine a guest [...]
Compound Your Knowledge: Episode 1
Welcome to the newly re-titled weekly video, Compound Your Knowledge. In today's video, we examine three posts. First, we examine a simple analysis of 2018 [...]