It’s true what they say, the days are long and the years are short
Animal Spirits Talk Your Book: Elimination Alpha – How to XOUT Your Portfolio Losers
On today’s Animal Spirits talk your book, we talk to a company who inverts the concept of chasing alpha.
Obviously, It’s Not Obvious
We will forever be blind to our blind spots
These Are the Goods
The best stuff from last week
Wait, What?
This one surprised me. Momentum exists in large cap indices, not small ones.
Animal Spirits: The Nastiest, Hardest Problem in Finance
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss The TD/Schwab deal The nastiest, hardest problem in finance A vertical bathtub Why no one is moving… …And boomer homes Zillow’s plan for world domination Spending per child Spotify and…
A Distinction With a Difference
Business books are better than books about business.
Animal Spirits Talk Your Book: Value and Momentum with Jack and Wes
What’s going on with value?
How should value be measured?
How should we benchmark these strategies?
How Jack and Wes discovered and adopted momentum
The differences between momentum and trend following and growth, and much more
These Are the Goods
The best stuff from last week
The Greatest Investor of All Time?
In this video we debate who is the greatest investor of all time.
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