Podcasts about active investment management

Andrew Berkin, PhD - head of research at Bridgeway Capital Mangement and author of The Incredible Shrinking Alpha - joins the podcast to discuss why active investment management fails, and why you're unlikely to get the outperformance you're looking for. Evon and Andrew dive into:Research behind why active management fails - both for individual investors and professional managersWhat an "efficient market" means, and why stock markets are efficientWhat is passive investing? Why passive investing goes beyond index fundsWhat investor SHOULD focus on, if not trying to actively pick investments.And so much more!Andrew brings so much wisdom and expertise to the conversation. Hopefully this helps optometrists better understand their own investment approach and why it may or may not make sense. And hopefully it encourages you to take an evidence-based, research-based approach to investing, just like you might take an evidence-based approach to optometry. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Andrew Berkin, PhD - Bridgeway Capital ManagementPerspectives - Bridgeway Capital ManagementThe Incredible Shrinking Alpha bookYour Complete Guide to Factor-Based Investing bookSPIVA Active vs. Passive ScorecardSPIVA US Persistency ScorecardThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

LifeBlood: We talked about active investment management, the importance of finding a strong signal and cutting through the noise, the role of due diligence in investing, the importance of transparency with process and fees, and how to stay true to your values, with Heather Dondis, VP and Director of Thought Leadership with Harbor Capital Advisors.    Listen to learn why combining technology with human intelligence can lead to successful outcomes! You can learn more about Heather at HarborCapital.com, Facebook, Twitter, Instagram, YouTube and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood

Gary Antonacci is the founder of Optimal Momentum. He introduced the world to dual momentum, which combines relative strength price momentum with trend following absolute momentum. He is the author of the award-winning book, Dual Momentum Investing: An Innovative Approach to Higher Returns with Lower Risk. Gary's research on momentum investing was the first place winner in 2012 and the second place winner in 2011 of the Founders Award for Advances in Active Investment Management given annually by the National Association of Active Investment Managers (NAAIM). Listen to this podcast and know Gary's interesting entrepreneurial journey. Please Enjoy!          Would you please consider being 1% and leaving a short review on Apple Podcasts/ iTunes if you enjoy the podcast? It takes less than 30 seconds, and it makes a world of difference in reaching new interesting guests! To sign up for Kevin's Podcast email Newsletter and to view the show notes & past guests please visit-https://officialkevindavid.com/podcast Follow Kevin: https://mmini.me/@FollowKD

Today I am excited to interview Ross Klein, founder, managing member, and chief investment officer of Changebridge Capital, LLC. In this episode we take a deeper look into a few of the more popular areas of investment management.  We touch on the importance of diversification and how we can't rely on the S&P 500 as our only form of diversification.  We also discuss the growing popularity of ESG investing and ways investors should be approaching this space. And finally, Ross gives us a few tips on how we can better evaluate active investment managers and not rely so heavily on just past performance data. You can find more information about Changebridge Capital LLC at:www.changebridgecapital.comwww.changebridgefunds.comIf you're looking to follow or connect with Ross on social media, you can find him on:LinkedIn: https://www.linkedin.com/in/ross-klein-cfa-1645a46/Twitter: @RKleinCFAOr contact Ross directly at:ross@changebridgecapital.comEnjoy the show!You can connect with Derek on social media at:https://twitter.com/derekjdelaney https://www.linkedin.com/in/derekdelaneypharmdfp/ https://www.facebook.com/PharmD-Financial-Planning-LLC-116600423803050Or by email at:derek@pharmfp.com

One of the biggest debates in the financial services world is which investment management style is more effective. Active or Passive? Each investment management style comes with their own set of pros and cons, so it's important to really understand the differences. Because in the end, your personal circumstance and goals will dictate which option is best  for you.In this episode Derek will explore the positives and negatives of each. That way when it comes time to figure out which option is best for you, you can tackle the decision fully armed with a well rounded understand of how each of these investment management styles work.Enjoy the episode!You can connect with Derek on social media at:https://twitter.com/derekjdelaney https://www.linkedin.com/in/derekdelaneypharmdfp/ https://www.facebook.com/PharmD-Financial-Planning-LLC-116600423803050Or by email at:derek@pharmfp.com

In the latest episode, Luke and Steve discuss the merits of investing ethically and whether it's necessary to be active in this space; should you put your cash in the share market to get better returns, the pros and cons of passive and active approaches to investing, and the potential conflicts that exist when you're seeking financial advice. www.themoneymen.com.au

Gary Antonacci wrote the award-winning book, Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk. He’s back for his second time on the Limit Up! Podcast to give us an overview of his theory of dual momentum.He shared how this theory takes into account 200 years of market trend information and explains how this system can make you more adaptable to the changing whims of the market. Listen to learn how a monthly analysis of trends can make you a more competitive trader.(02:08) - Market reaction(05:40) - Interview with Gary Antonacci(11:00) - Technological edge(14:54) - Dual Momentum Investing(20:53) - Consistent proprietary models(24:28) - Academic research(26:25) - Adaptation and diversification(30:19) - The trend is your friend(33:20) - Following the rules(36:30) - Sports modelsGary Antonacci introduced the investment world to dual momentum which combines relative strength price momentum with trend following absolute momentum. He is recognized as a foremost authority on the practical applications of momentum investing and is author of the award-winning book, Dual Momentum Investing: An Innovative Approach for Higher Returns with Lower Risk. In 2012 Gary was first place winner of the prestigious Wagner Awards for Advances in Active Investment Management given annually by the National Association of Active Investment Managers (NAAIM). He received his MBA degree from the Harvard Business School. His website is http://optimalmomentum.comLimit Up! is a podcast for traders of all levels brought to you by TopstepTrader. Whether you’re considering a career in trading and don’t know where to start, or you’re a seasoned veteran looking for advice from big names in the financial industry, Limit Up! is your guide. Join us weekly as we discuss the market in all of its volatile glory.Jack Pelzer is a co-host of Limit Up! He traded as part of a U.S. Treasury group for 7 years at Chopper Trading and DRW. After leaving the industry, he became a Writing Fellow and Senior Contributing Writer for The Onion. He is now the Head of Content at Topstep.Dan Hodgman is a co-host of Limit Up! Prior to coming to Topstep Dan traded 30 Yr Treasury Options and Yield Spreads. Before that, he served in the United States Marine Corps where he simultaneously managed his own Futures Account applying the skills he grew up learning from clerking on the trading floor. Now Dan works with the Traders here at Topstep as a Performance Coach as well as being a regular on the Daily Market Recap.Looking to enhance your trading performance? TopstepTrader’s Performance Coaches work one-on-one with traders to help them find market opportunities, review daily statistics, manage setbacks and progress in their trading. Gain a path to progress by signing up today: https://info.topsteptrader.com/performance-coachingAttend a free group coaching session offered every Wednesday at 1PM CT to get an idea of what Topstep Performance Coaches offer: https://zoom.us/webinar/register/WN_nZpAita9Rz-2_yMUjtkvpwIf you'd like to receive new episodes as they're published, please subscribe to Limit Up! in Apple Podcasts, Google Podcasts, Spotify or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review in Apple Podcasts. It really helps others find the show.Podcast episode production by Dante32.

Gary Antonacci is the author of the award-winning book, Dual Momentum Investing: An Innovative Approach for Higher Returns with Lower Risk Gary Antonacci has over 40 years' experience as an investment professional focusing on underexploited investment opportunities. His innovative research on momentum investing was the first place winner in 2012 and the second place winner in 2011 of the Wagner Awards for Advances in Active Investment Management given annually by the National Association of Active Investment Managers (NAAIM). Gary received his MBA degree from the Harvard Business School. He licenses advanced momentum models to investment professionals and is a public speaker on factor-based investing, quantitative methods, and momentum strategies. You can learn more about Gary at http://optimalmomentum.com. --- Send in a voice message: https://anchor.fm/incubatorhedgefund/message

Helping you understand the difference between active investment management and the passive approach.. --- Send in a voice message: https://anchor.fm/michael-green28/message

Peter Borish is a founding partner at Tudor Investment Corp and current chief strategist at Quad Group. In his long career on Wall Street, Borish has seen multiple market cycles and met with and allocated to many hedge fund managers. He shares his wisdom with listeners. Content: The need for active management in today's market (6:23). A contrarian view on ego (8:35). State of the economic cycle and deflationary pressures (10:29), political realities (14:26), concepts to keep in mind for the long run (16:31). What to look for in an investment adviser and hedge fund manager (20:46). The current state of hedge fund talent (22:57). Areas for concern in the macro picture (26:45) and possible inflection points (29:18). Not intended as investment advice. More information on Peter Borish and Quad Group: www.quadgroup.com

Gary has over 40 years’ experience as an investment professional. After receiving his MBA degree from the Harvard Business School he concentrated on researching and developing innovative investment strategies that have their basis in academic research.Gary’s innovative research on momentum investing was the first-place winner in 2012 and the second-place winner in 2011 of the prestigious Wagner Awards for Advances in Active Investment Management given annually by the National Association of Active Investment Managers.

Gary has over 40 years’ experience as an investment professional. After receiving his MBA degree from the Harvard Business School he concentrated on researching and developing innovative investment strategies that have their basis in academic research.Gary’s innovative research on momentum investing was the first-place winner in 2012 and the second-place winner in 2011 of the prestigious Wagner Awards for Advances in Active Investment Management given annually by the National Association of Active Investment Managers.

I came across an article on Marketwatch.com last week, and it's a controversial one. We hear a lot about the benefits of index tracker funds. These are the low-cost funds that aim to replicate the performance of a market index. It's a style of investing sometimes called passive investing, although of course there are still active decisions to make about which index to track. The Marketwatch article is a write-up of a new study, which throws into question a big part of the rationale which is driving investors towards index tracker funds and exchange traded funds, ETFs. That rationale? That even skilled investment managers can't beat the market, so there's no point in paying them to try, so you're better off sticking with index tracker funds instead.

More and more frequently when I see a news piece or industry article about 401(k) or workplace retirement plans, a key element is invariably fees.  Going one step further they also tend to highlight the advantages of low cost index or passively managed investments.  Based on my conversations with investment committees and retirement plan fiduciaries, there seems to be a few common reasons for the recent increased popularity in index funds: the industry focus on fees, investment performance of passively managed strategies and 401(k) litigation. To comment on my observations and provide a few of her own on the whole active and passive conversation I am excited to have Sue Walton, a Senior Defined Contribution Strategist with American Funds join me on the podcast.  We also address a few other important elements in the active passive conversation that don’t tend to get a lot of press, but are vitally important to consider. Hopefully there are a few nuggets you can take back to your next 401(k) committee meeting! Guest Bio Sue Walton is a senior defined contribution strategist at American Funds, part of Capital Group. She has 19 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Sue was a director at Towers Watson Investment Services. Before that, she was an investment consultant at Mercer Investment Consulting and Ellwood Associates. She holds an MBA from DePaul University with a concentration in finance and a bachelor’s degree in business administration, economics and international business from Marquette University.  401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your workplace retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over seventy-five prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

Can analysts predict the factors that drive investment returns? Does the “dual momentum” approach improve investment returns? Gary Antonacci, winner of the Wagner Award for Advances in Active Investment Management, explains how he combines two strategies in his dual momentum approach. Can relative momentum (buying stocks that perform better than their peers) and time series momentum (buying on positive momentum and selling on negative momentum) actually improve investment performance? How do performance-based strategies reconcile with the investment refrain “past performance can’t predict future performance?” The sting of great investment returns: Capital Gains Tax Once you are fortunate to have profits in your investments, don’t neglect your capital gains tax. Learn how capital gains tax strategies can be especially useful to dual citizens who may be liable to pay taxes in two countries. Make sure that you have a great CPA for each country you owe taxes to – and that each one knows what the other is doing. Just because two countries have signed an agreement, doesn’t mean you automatically benefit. You might need to do some work. Consult with a qualified tax advisor as to your tax responsibilities, as I provide investment, not tax advice. Tune in for Doug’s advice on how you might want to invest your capital gains. To learn more about dual momentum, visit Gary’s website optimalmomentum.com and blog dualmomentum.net and read his award-winning book, Dual Momentum Investing. If you’re not already receiving updates on new episodes for The Goldstein on Gelt Show, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book

My guest for this episode of Informed Choice Radio is Gary Antonacci. Gary has over 40 years’ experience as an investment professional, focusing on underexploited investment opportunities. Since receiving his MBA from Harvard, Gary has concentrated on researching, developing and applying innovative investment strategies that have their basis in academic research. His research on momentum investing was the first place winner in 2012 of the prestigious Wagner Awards for Advances in Active Investment Management, an annual award from the National Association of Active Investment Managers. Gary’s research introduced the investment world to dual momentum; this combines relative strength price momentum with trend following absolute momentum. Gary is the author of Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk. The book is based on Gary’s award-winning work and presents an easy-to-understand, straightforward model that transforms momentum concepts into an actionable investing strategy called Global Equity Momentum. By combining relative-strength momentum and absolute momentum, the book explains a proven methodology to help investors take advantage of intramarket trends while avoiding large drawdowns. In this episode of Informed Choice Radio, I speak to Gary about how momentum investing works, what his research into dual momentum investing found, the reasons why all investors don’t follow momentum strategies, and what happens in a market where asset prices are closely correlated. Welcome to Dual Momentum Investing with Gary Antonacci, in episode 141 of Informed Choice Radio. Episode sponsor Today’s episode of Informed Choice Radio is sponsored by audible.com – get a FREE audiobook download and 30 day free trial at audibletrial.com/informedchoice. There’s over 180,000 titles to choose from for your iPhone or Kindle. A title I personally recommend is How to Live a Good Life by Jonathan Fields. This is an excellent and very practical book, a modern-day manual for the life well-lived. Narrated by Fields himself, the book walks you through 30 days of fun, yet powerful mini-challenges. These are designed to rekindle deep, loving, and compassionate relationships; cultivate vitality, radiance, and graceful ease; and leave you feeling lit up by the way you contribute to the world. To download your free audiobook today go to audibletrial.com/informedchoice, and download How to Live a Good Life or another free audiobook of your choice. Some questions I ask -Can you explain in simple terms how momentum investing works? -Does momentum investing come with any guarantees, or can future performance vary? -What happens when the two main styles of momentum investing are combined? -Why aren’t all fund managers and investors following momentum strategies? -Can momentum investing be applied using active management as well as passive approaches? Thank you for listening!   To get new episodes of Informed Choice Radio sent directly to your device as soon as they are published, you can subscribe on iTunes or Stitcher Your reviews on iTunes are incredibly helpful and really appreciated. We get notified about each one; please leave a note of your name and website URL so we can mention you in a future episode.