Episodes (Page 2)
✨
Ben Felix and Braden Warwick discuss expected return modeling for financial planning.
✨
Shelly Antoniewicz discusses the global fund industry and capital allocation.
✨
Jeff Hooke critiques private equity and institutional investing.
✨
Elroy Dimson discusses financial history and market behavior.
✨
Michael Kothakota discusses interdependent integrative financial planning theory.
✨
Discussing mega IPOs from SpaceX, OpenAI, and Anthropic entering public markets.
✨
Tim Edwards discusses the SPIVA Scorecard, comparing active vs. passive investing.
✨
Fama and French (1993) paper is discussed, a highly cited finance research.
✨
Patrick Adams discusses how income risk, spending, and liquidity affect investment strategy.
✨
Private markets face scrutiny due to illiquidity and opaque valuations.
Private Markets
✨
Avantis ETFs launched in Canada, simplifying factor investing.
✨
Reflecting on 50 years of index fund investing and its market impact.
✨
James Choi discusses portfolio theory and stock allocation.
✨
Tom Hardin's journey from analyst to insider trading informant.
✨
Hank Bessembinder on leveraged ETFs and volatility decay.
✨
Theresa Ebden discussed modern investor risks like AI scams and finfluencers.
✨
Exploring investor behavior and psychological biases.
✨
Analyzing equal-weight vs. market-cap weight index funds.
✨
Reframing financial planning like engineering complex systems.
✨
Defining and unpacking the concept of 'ETF slop'.