#Women in Finance Know Stuff: A Conversation with Linda Zhang, PhD
This is the first of a new series of interviews with inspiring women in finance, a new initiative we (Elisabetta Basilico and Tommi Johnsen) launched [...]
The History of ETFs: Perspectives from ETF Legends, Reggie Browne and Arlene Rockefeller
ETFs have grown fast, yet there are still some opponents of the structure. However, the general story by ETF opponents has changed over the past [...]
Factor Investing with Factor Expert Lu Zhang
Replicating Anomalies is arguably a "must-read" for anyone who thinks about factor investing and is looking to improve their understanding of the space. Lu Zhang, [...]
Tactical Asset Allocation Insights via the Geeks from Thinknewfound
How do we identify who is a flash in the pan blogger versus the next Michael Kitces, Josh Brown, or Ben Carlson? We've tried to do our part and help to promote and share research from up and coming "undiscovered" bloggers/writers out there. In our early days, we were helped by long-time bloggers such as Meb Faber and Tadas Viskanta, so we try and return the favor. Recent examples of up and coming guest writers we've highlighted include Dan Sotiroff (now heading to Morningstar!), Aaron Brask, Andrew Miller, Elisabetta Basilico, and Dan Grioli -- all of whom have written interesting and insightful pieces!
An Interview with a Leading Academic Expert on ETFs
We spend a lot of our time thinking and learning about ETFs, since they are a critical new investor weapon in the war for after-tax [...]
How to Turn an Engineer into a Quantitative Investor
We receive multiple requests from readers looking to break into the finance industry. Quite often the reader is currently working in a traditional engineering job [...]
Insights from Army Ranger, Harvard MBA, and All-Around Business Success–Doug McCormick
At first glance, it's not obvious why business principles would be helpful in informing a long-term wealth management strategy. Yet, the world of business provides useful [...]
My Chat with Barry Ritholz
Last week I had the opportunity to sit down with Barry Ritholtz @ http://www.ritholtzwealth.com/. Barry hosts my favorite business/investing related podcast, Masters in Business @ [...]
Digging Deeper into Adaptive Asset Allocation
In some ways, investing is simple. After all, we all want the same things. High returns. Low volatility. Small max drawdowns. Unfortunately, it's very difficult--if [...]
Fascinating insights from ETF industry veteran Eric Balchunas
In the world of ETFs, while there are many people who claim a deep understanding of ETFs, there are few who actually possess it. Eric [...]
The Secrets of Social Influence: An Interview With Digg and Wharton Professor Jonah Berger
A critical element of being a good investor is understanding human behavior. In this piece we take our focus away from quantitative finance and focus on understanding the [...]
Ben Carlson on Active Investing, Value Investing, and Garage Sales
Yesterday we posted a review on Ben's new book, A Wealth of Common Sense. We reached out to Ben and conducted a follow up Q&A. [...]
Jim Simons Transcript: Quantitative Finance and Building a Firm
James Simons is an American academic and businessman who in 1982 founded Renaissance Technologies, which today is among the best known quantitative investment management funds [...]
Exploring Employee Satisfaction and Stock Performance
Recapping Older Ideas on Socially Responsible Investments Back in 1970, Milton Friedman wrote an article for the New York Times Magazine that outlined his views [...]
Shedding light on Payment for Order Flow: Insights from Emmet Peppers
High frequent traders are armed with powerful weapons: mobs of PhD quants, super-computers, and sophisticated algorithms. HFT has provided wonderful liquidity benefits to the marketplace. Yet, [...]
Interactive Brokers Value-Investing Webinar: Starts at 12pm EST
Topic: Why Value Investing is Simple, but Not Easy Registration Link: https://interactivebrokers.webex.com/interactivebrokers/onstage/g.php? t=a&d=711901301&SourceId=aa Date and time: Wednesday, March 11th, 2015 12:00pm Eastern Daylight Time (New [...]
Interview with a “Flash Boys” All-Star: Ronan Ryan from IEX
Here's the bottomline: As an investor, you've probably been helped by high-frequency-trading, but it is equally likely you've been SCREWED by high-frequency trading. As a [...]
Insights on ETMFs and ETFs from an ETF Service Provider
Our firm mission is to empower investors through education. One area of the marketplace where education is lacking is in the ETF, or exchange-traded-fund arena. [...]
Global Economic Perspectives from a Pragmatic Capitalist
Cullen Roche, who runs the finance and economics blog, Pragmatic Capitalism, is the ultimate "top-down" investor, and recommends that investors think globally, rather than locally when [...]
Insights from an ETF Strategist: Brad Thompson, CFA
We've been interviewing various movers and shakers in the industry to help everyone understand the "inside baseball" in financial services. Brad and I met last [...]