Podcasts about Momentum investing

Amias Gerety, Partner at QED Investors, brings an unconventional perspective to venture capital shaped by his eight years at the US Treasury Department during the financial crisis. A mechanical thinker, Amias applies an essentialist approach to understanding how businesses work. He explains why QED looks for companies that triple every six months at Series A, how inverted AI creates new opportunities in financial services, and why the best advice for founders remains timeless: build something people want and charge more than it costs to make. With insights on the AI bubble, the application layer renaissance, and why saying no 99 times out of 100 is the real job of a VC, Amias offers a masterclass in disciplined, thesis-driven investing.In this episode, you'll learn:[01:24] Amias's unique path from politics and Treasury to venture capital[05:13] The lever theory: how government and VC create systemic change[07:12] Why mechanical thinking and first principles matter in VC[14:48] QED's investment sweet spot: Series A and series B with undeniable momentum[19:25] What product-market fit really means and how to recognize it[22:14] Inverted AI: Why the world needs financial services for the AI economy[26:43] The AI bubble paradox: overvalued companies, transformative technology[32:57] Why early-stage founders should ignore the macro and focus on customers[34:31] The brutal math of ventureThe nonprofit organization Amias is passionate about: EastersealsAbout Amias GeretyAmias Gerety is a Partner at QED Investors, where he focuses on FinTech and InsurTech investments. Before joining QED in 2017, Amias spent eight years at the US Treasury Department from the first day of the Obama administration through its final day. During his tenure, he helped write the Dodd-Frank Act and built the Financial Stability Oversight Council, the organization responsible for monitoring systemic risk in the US financial system. His government experience during the financial crisis gives him a unique perspective on market dynamics and regulatory frameworks. A mechanical thinker who approaches investments with an essentialist mindset, Amias has invested in companies like Kin Insurance, Prosper, and Tint. He previously worked as a management consultant and with Save the Children in East Africa.About QED InvestorsQED Investors is one of the most successful venture capital firms focused on FinTech investments globally. As a multi-stage, global firm with a $650 million early-stage fund and $300 million growth fund, QED specializes in Series A and B investments in companies demonstrating exceptional momentum and product-market fit. The firm requires portfolio companies to show dramatic growth—expecting tripling in six months for Series A and tripling in a year for Series B investments. QED's partners bring deep domain expertise from building and scaling financial services companies, with a particular focus on companies that are reshaping financial services through technology. The firm is known for its rigorous, thesis-driven approach to investing and its high conviction in backing founders who have found authentic product-market fit in large, expanding markets.Subscribe to our podcast and stay tuned for our next episode.

Send us a textThrowback Thursday Episode – From Corporate Careers to Property Freedom: The Keys to Doors JourneyIn this Throwback Thursday feature, we're revisiting one of the most impactful conversations on the show—an inspiring episode with Peter from Keys to Doors, who, alongside his partner Monica, carved a new life for themselves through property investing.Their journey didn't begin with years of experience or a background in construction—it started with a book read on a beach during a well-earned vacation. That moment sparked a fire that led them away from the 9–5 grind and into the world of property, but not without plenty of planning, sacrifice, and lessons learned.They began small with single-let properties, building experience and confidence. As their knowledge grew, they strategically moved into HMOs and later into commercial conversions—always taking a methodical approach and adapting when needed. Their dual business model—combining long-term asset acquisition with short-term trading income through joint ventures—gave them the financial security and flexibility to leave their corporate jobs behind. First Monica, then Peter.But what really sets their story apart is their ability to pivot with purpose. When the COVID-19 pandemic made sourcing discounted deals nearly impossible, they didn't stall—they shifted to supported living properties, benefiting from stronger cash flow and fewer day-to-day management demands. As the market evolves again, they're now reintroducing flip projects, showing once more how agility is just as important as ambition.This episode is more than just a timeline of deals—it's a raw and honest reflection on the realities of property investing. In 2022, Peter and Monica hit burnout. That moment of realisation changed everything. They now prioritise quarterly international breaks and regular weekend retreats to maintain their energy, creativity, and quality of life.As Peter says:“Property investing is a long game. It's better to be steady and methodical—and have a good balance of taking care of yourself.”For anyone thinking about starting in property, Peter shares golden advice:Invest in education to reduce fear and build confidenceUse systematic viewing strategies to accurately assess refurbishment costsSurround yourself with a supportive community to find JV partners and mentorsDon't miss this powerful throwback episode filled with insight, resilience, and the mindset needed to build success that lasts.VALUABLE RESOURCES: Visit www.thepropertyunleashed.com to explore are free Property Ebooks and guides in Rent-to-Rent, Serviced Accommodation, Deal Sourcing and and also our FREE training masterclasses to help you generating a sustainable income through property. https://www.facebook.com/groups/816926952556608 to meet like-minded property investors and be a part of the community. CONNECT WITH ME: Facebook: https://www.facebook.com/mark.fitzgerald.7921Instagram: https://www.instagram.com/markfitzgeraldentrepreneur/Linkedin: https://www.linkedin.com/in/mark-fitzgerald-59200079/YouTube: https://www.youtube.com/channel/UCgwQNC72nEJQ0tKkKERdQOQThreads: https://www.threads.net/@markfitzgeraldentrepreneur http://www.thepropertyunleashed.com

In this episode, Scott Becker breaks down the flaws of momentum investing and why long-term conviction and proper asset allocation are key to investment success.

In this episode, Scott Becker breaks down the flaws of momentum investing and why long-term conviction and proper asset allocation are key to investment success.

In this episode, Anupam Gupta sits down with Karthik Kumar, Fund Manager of Axis Quant Fund, to explore the fascinating world of momentum investing. They dive into how data-driven strategies and advanced algorithms are revolutionizing investment decisions, the principles behind momentum-based investing, and how this approach can help investors capitalize on market trends. Karthik shares actionable insights on building a robust quant fund, managing risk, and spotting opportunities in volatile markets. Don’t miss out!Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & InstagramSee omnystudio.com/listener for privacy information.

Discover how to strengthen your retirement portfolio in challenging market conditions. In this episode of Safer Retirement Radio, Brian Decker, the owner and founder of Decker Retirement Planning, breaks down why traditional buy-and-hold approaches often fail during prolonged flat or down markets. He introduces a two-sided strategy that blends momentum investing with principal-guaranteed accounts, helping retirees preserve capital, capture growth, and maintain reliable income streams. You'll also learn about critical tax planning techniques, from Roth conversions to charitable trusts, designed to minimize future tax burdens. Whether you're concerned about the S&P 500's high valuations, exploring tax optimization tools, or seeking ways to ensure long-term stability, this episode provides actionable insights for a more secure, growth-oriented retirement. Key Topics: Navigating flat markets with two-sided retirement strategies Momentum investing to identify top-performing sectors Principal-guaranteed accounts for steady income and lower risk Roth conversions, charitable trusts, and other advanced tax planning tactics Long-term portfolio optimization for secure retirement income Listen now to gain the knowledge and confidence you need to weather any market environment while protecting and growing your retirement savings.

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Today marks the start of the FOMC meeting, to be concluded with the latest interest rate announcement. Markets' expectations are for a half-percent cut; could a quarter-percent cut create disappointment on Wall Street? Microsoft announces and increase in its dividend payment (very different from a stock buy back). Kamala Harris' plans to raise taxes on corporations is in fact an crease in taxes on consumers; corporations are tax collectors for the government. Markets' rally in anticipation of Fed day tomorrow. The stock buyback window begins to close today ahead of the next earnings season, removing some of the lift to markets. Lance and Jonathan discuss the pro's an con's of momentum investing (with charts); answers to chatroom and email questions on purchasing ETF's and Treasuries, and the uniquely Texan phrase, going "whole hog." Lance defends comments on the Value of the Dollar vs purchasing power of the dollar (with charts), referenced to article on "Conviction" (link is found below). Investing in Gold, pro's and con's, doesn't have to be an all-or-none proposition. SEG-1: Fed Rate Cut Decision Expectations SEG-2: Momentum Investing Works on the Way Up... SEG-3: ETF Purchasing Philosophy & Post-Fed Treasuries SEG-4: The Value of the Dollar vs Purchasing Power Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=3notXqcWLsY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Momentum Investing Gives You An Edge, Until It Doesn't" https://realinvestmentadvice.com/momentum-investing-gives-you-an-edge-until-it-doesnt/ "Conviction (Or How To Lose A Lot Of Money In Investing)" https://realinvestmentadvice.com/conviction-or-how-to-lose-a-lot-of-money-in-investing/ "Market Risks We Are Watching" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Prep for Fed Day" is here: https://www.youtube.com/watch?v=n6Lk71KYwyw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Market Risks We Are Watching" https://www.youtube.com/watch?v=R1-uDC1Ue8A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MomentumInvesting #FedDecision2024 #InflationOutlook #StockMarketUpdate #InvestmentInsights #MarketAnalysis #RecessionFears #FinancialPlanning #EconomicTrends #PortfolioStrategy #InterestRateHikes #Treasuries #Dollar #Gold #Markets #Money #Investing

Today marks the start of the FOMC meeting, to be concluded with the latest interest rate announcement. Markets' expectations are for a half-percent cut; could a quarter-percent cut create disappointment on Wall Street? Microsoft announces and increase in its dividend payment (very different from a stock buy back). Kamala Harris' plans to raise taxes on corporations is in fact an crease in taxes on consumers; corporations are tax collectors for the government. Markets' rally in anticipation of Fed day tomorrow. The stock buyback window begins to close today ahead of the next earnings season, removing some of the lift to markets. Lance and Jonathan discuss the pro's an con's of momentum investing (with charts); answers to chatroom and email questions on purchasing ETF's and Treasuries, and the uniquely Texan phrase, going "whole hog." Lance defends comments on the Value of the Dollar vs purchasing power of the dollar (with charts), referenced to article on "Conviction" (link is found below). Investing in Gold, pro's and con's, doesn't have to be an all-or-none proposition. SEG-1: Fed Rate Cut Decision Expectations SEG-2: Momentum Investing Works on the Way Up... SEG-3: ETF Purchasing Philosophy & Post-Fed Treasuries SEG-4: The Value of the Dollar vs Purchasing Power Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=3notXqcWLsY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Momentum Investing Gives You An Edge, Until It Doesn't" https://realinvestmentadvice.com/momentum-investing-gives-you-an-edge-until-it-doesnt/ "Conviction (Or How To Lose A Lot Of Money In Investing)" https://realinvestmentadvice.com/conviction-or-how-to-lose-a-lot-of-money-in-investing/ "Market Risks We Are Watching" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Prep for Fed Day" is here:  https://www.youtube.com/watch?v=n6Lk71KYwyw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Market Risks We Are Watching" https://www.youtube.com/watch?v=R1-uDC1Ue8A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MomentumInvesting #FedDecision2024 #InflationOutlook #StockMarketUpdate #InvestmentInsights #MarketAnalysis #RecessionFears #FinancialPlanning  #EconomicTrends #PortfolioStrategy #InterestRateHikes #Treasuries #Dollar #Gold #Markets #Money #Investing

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of Relative Strength, also known as Momentum Investing. Ian draws a compelling analogy to March Madness, highlighting that top seeds have an 80% chance of winning their games, similar to how strong investments are identified.  Throughout the discussion, Ian explains what Relative Strength is and how it differs from other strategies. He shares insights into the metrics used for measurement, optimal time frames for assessment, and the process of identifying promising investments. They also explore the advantages and limitations of this strategy, its performance in various market conditions, and the impact of AI on analysis methods. Gain valuable insights into how Relative Strength can enhance your investment decisions. Episode Highlights: Ian shares about his experience with Dorsey Wright and the evolution of the firm, especially after its acquisition by Nasdaq. (01:36) Ian discusses what he wishes he knew about money earlier, highlighting the importance of understanding technical analysis alongside fundamentals. (03:24) Ian explains the concept of relative strength (momentum) investing. (07:17) Ian discusses the practical application of relative strength investing in creating portfolios. (10:44) Ian outlines the main advantages of relative strength investing, such as its objectivity and systematic nature, which help remove emotional biases from investment decisions. (18:28) Ian addresses the limitations of relative strength investing, particularly during market conditions where discernible trends are lacking. (22:44) Ian shares his comments on the current market environment and how relative strength strategies have adapted to recent market challenges and opportunities. (24:24) Ian speculates on the potential impacts of artificial intelligence on investment strategies, emphasizing how AI might speed up data processing without fundamentally changing decision-making processes. (33:18) Key Quotes: “Our approach is a little bit different because it looks at these relative strength comparisons to identify which areas have the best momentum.” - Ian Saunders “Relative Strength Investing, RSI, is essentially taking the price movement of two things and see which one wins that game right now.” - Ian Saunders Resources Mentioned: Ian Saunders Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

In this episode of the "Stuff About Money" podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of Relative Strength, also known as Momentum Investing. Ian draws a compelling analogy to March Madness, highlighting that top seeds have an 80% chance of winning their games, similar to how strong investments are identified.  Throughout the discussion, Ian explains what Relative Strength is and how it differs from other strategies. He shares insights into the metrics used for measurement, optimal time frames for assessment, and the process of identifying promising investments. They also explore the advantages and limitations of this strategy, its performance in various market conditions, and the impact of AI on analysis methods. Gain valuable insights into how Relative Strength can enhance your investment decisions. Episode Highlights: Ian shares about his experience with Dorsey Wright and the evolution of the firm, especially after its acquisition by Nasdaq. (01:36) Ian discusses what he wishes he knew about money earlier, highlighting the importance of understanding technical analysis alongside fundamentals. (03:24) Ian explains the concept of relative strength (momentum) investing. (07:17) Ian discusses the practical application of relative strength investing in creating portfolios. (10:44) Ian outlines the main advantages of relative strength investing, such as its objectivity and systematic nature, which help remove emotional biases from investment decisions. (18:28) Ian addresses the limitations of relative strength investing, particularly during market conditions where discernible trends are lacking. (22:44) Ian shares his comments on the current market environment and how relative strength strategies have adapted to recent market challenges and opportunities. (24:24) Ian speculates on the potential impacts of artificial intelligence on investment strategies, emphasizing how AI might speed up data processing without fundamentally changing decision-making processes. (33:18) Key Quotes: “Our approach is a little bit different because it looks at these relative strength comparisons to identify which areas have the best momentum.” - Ian Saunders “Relative Strength Investing, RSI, is essentially taking the price movement of two things and see which one wins that game right now.” - Ian Saunders Resources Mentioned: Ian Saunders Nasdaq Dorsey Wright Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

In this episode, we dive deep into momentum investing, bringing you insights from some of the smartest investors we know. We explore the fundamentals of momentum, breaking down its types and examining the academic research that supports its effectiveness. We discuss why momentum works, looking at behavioral explanations and comparing it to other investment factors. We also share ways to enhance momentum strategies, such as focusing on consistency and combining it with other factors like value and low volatility. Throughout the episode, we play clips from our interviews with experts like Sheridan Titman, Jack Vogel, Harin de Silva, Andy Berkin, Pim van Vliet and Wes Gray, providing you with insights on this powerful but often misunderstood investment strategy. We also address the potential downsides of momentum investing and the challenges of factor timing. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW MATT Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/⁠⁠⁠⁠⁠⁠⁠

In this comprehensive discussion, Fund Manager and Head of Research Anoop Vijaykumar and Shray Chandra distil the key lessons from over five years of managing the Capitalmind Adaptive Momentum portfolio. Get a concise overview of the principles of momentum investing driving the portfolio's success. Learn from our real-world lessons on why momentum investing works for long-term wealth creation   00:36 Introduction 01:54 Momentum strategy in the last 5 years 03:30 Difference between the fundamental and quantitive styles 08:00 Random correlations when backtesting a quantitive strategy 10:30 Capitalmind Adaptive Momentum strategy 15:05 Why does momentum investing work? 18:54 Lessons learned from 5 years of managing momentum strategy 26:00 Will momentum stop working 29:30 How can we get more out of the momentum strategy?

Wir sprechen über den Momentum-Effekt und die Wechselwirkungen zwischen den verschiedenen Kapitalmarktanomalien. Welche Vor- und Nachteile bietet die Momentum-Strategie? Wie erfolgreich war Momentum-Investing in den letzten Jahren? Und: Wo findet diese Strategie in der Praxis Anwendung? In dieser Folge klären wir all diese Fragen für euch. Wie immer freuen wir uns auf Post, Feedback oder Fragen und Themenwünsche als Kommentar unter der Episode oder an die E-Mail-Adresse podcast@sparkasse-bremen.de.

Description: In this insightful podcast episode with Siddharth Srivastava, the ETF head at Mirae Asset Mutual Fund, we have discussed the Nifty SmallCap 250 Momentum Quality 100 Index/ETF. Siddharth shares his views on how this unique index is curated, its performance history, and the advantages it offers to investors. Discover some interesting details of investing in these ETFs, how they can enhance your portfolio.

How is it that we are already heading into Q2 of 2024? In this episode, we deep dive into the first quarter of 2024 with special guest Jordan Jackson, Executive Director and Global Market Strategist with JP Morgan Asset Management's Global Market Insight Strategy team.  Tune in for our breakdown of the Q1 2024 market and our optimistic (and pessimistic) views as we head into Q2. We explore the best and worst performing sectors, unpack the Federal Reserve's recent actions and their impact on interest rates, and delve into the ongoing S&P 500 bull market with a focus on future growth potential.   Additionally, the episode tackles the record concentration within the top holdings of the S&P 500, analysing potential future trends as well as considerations for investing in small cap stocks, particularly in a rising interest rate environment. Finally, the team goes round-robin to share their optimistic and pessimistic views on the markets going forward.  “75% of the time, going back to 1980, the equity market has been positive by calendar year. I think that's really important. Yes, volatility is a price we pay as investors, but as long-term investors investing in equities...that [staying invested] is how you grow your wealth.” Jordan Jackson    Episode Timeline  [00:00] Intro  [02:00] A Historical Look at The Fed's Interest Rate Moves During Election Years  [03:50] Erin's Take on Where we Are with the Current Bull Market and How long it Might Last  [05:26] Nate Talks about the Spike in Commodity Prices and its Impact on Volatility and Inflation  [06:50] Jordan Jackson's Bullish Take on the Equity Markets and Fed's Monetary Policy  [9:10] Do We Need Interest Rate Cuts to See Successful Equity Markets and Economic Growth?  [14:00] S&P 500 Market Concentration – How Durable is the Equity Market Considering the Top 10 Names Hold over 34% of the Value?  [20:00] Stats and Advice for People Investing in Small Cap Stocks  [25:00] Why Should Investors be Optimistic About Investing Now?  [30:00] Momentum Investing and Long-Term Gains  [32:00] Speed Round: A Round-Robin Take on the Markets – Both Optimistic and Pessimistic Views  [44:00] Jordan Jackson's Optimistic Wrap-Up and Kind Words About Monument

What is momentum investing? Join is interesting conversation with Mint's Anil Poste and Anoop Vijaykumar, Fund Manager and Head of Research at Capitalmind. Anoop shares insights into what sets momentum investing apart, the key factors in identifying momentum stocks, and how to manage risk in this strategy. He also discusses successful momentum investing stories. Whether you want build your own momentum portfolio or looking for products that follows momentum strategy., this conversation offers valuable insights and practical advice for investors.

On this week's episode of The Riff, Erik and Byrne discuss the mortality of corporations, why momentum investing works, and when to learn from extreme events.The Riff is sponsored by Shopify: https://shopify.com/momentofzen for a $1/month trial period.---The Riff is a part of the Turpentine podcast network. Learn more: https://turpentine.co---Check out Erik's new show Request for Startups featuring a rotating cast of founders and investors sharing their requests for startups they want to exist in the world, and also their stories of navigating the idea maze in different sectors so founders don't have to reinvent the wheel anymore. The first episode is out now - we cover better dating apps, references as a service, and WeWork for productivityWatch and Subscribe on Substack: https://requestforstartups.substack.com/p/receipt-based-dating-reference-checksApple: https://podcasts.apple.com/us/podcast/request-for-startups-with-erik-torenberg/id1728659822Spotify:https://open.spotify.com/show/739L1LR32QI2XyoZlRh5nv---We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.---Thanks to our sponsor: SHOPIFYShopify is the global commerce platform that helps you sell at every stage of your business. Shopify powers 10% of all e-commerce in the US. And Shopify's the global force behind Allbirds, Rothy's, and Brooklinen, and 1,000,000s of other entrepreneurs across 175 countries. From their all-in-one e-commerce platform, to their in-person POS system – wherever and whatever you're selling, Shopify's got you covered. With free Shopify Magic, sell more with less effort by whipping up captivating content that converts – from blog posts to product descriptions using AI. Sign up for $1/month trial period: https://shopify.com/momentofzen---LINKS:Byrne's writing: https://thediff.co---X / TWITTER:@eriktorenberg (Erik)@byrnehobart (Byrne)@turpentinemedia (Turpentine)---TIMESTAMPS(00:00) Intro(00:44) Corporate mortality(10:16) The persistence of social class(16:42) Sponsor | Shopify(18:17) Learning from Extreme Events(25:43) Understanding momentum investing(36:06) What to learn from the economics of trade magazines(43:25) Brainstorming Turpentine & how to build a media business(52:15) Wrap---The Riff is a production from TurpentineProducer: Sam KaufmanEditor: Seven MorrisFor guest or sponsorship inquiries please contact Sam@turpentine.co This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theriffpodcast.substack.com

In this episode, we are thrilled to have a returning guest, Rob LeBlanc— Co-Founder & Managing Partner of Ambit Partners. Rob brings a wealth of experience in traditional search fund investing, particularly in emerging markets, investing in 80 search funds across 30 countries.  During the episode, Rob delves into the intricacies of Ambit Partners' searcher selection process, the importance of a strong local cap table, and the most interesting markets they have invested in Fund I. We also get into the plans for Fund II. Exciting times! ------- If you are a searcher looking to acquire a great business, check out the Buy and Build Accelerator. The bootcamp curriculum is highly practical and developed and presented by former guests of the podcast: https://www.buyandbuildaccelerator.com/  Enjoy!

In this episode, we take a deep dive into momentum investing. We discuss the different types of momentum, why it works, how it is measured and how it is used to construct portfolios. We also cover trend following, the behavioral challenges of momentum and how to think about momentum in the context of a financial plan. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW MATT Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/⁠⁠⁠⁠

Clay Finck chats with Wes Gray all about momentum investing, how retail investors can utilize a momentum strategy, and much more!Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama.IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro04:06 - How Wes looks at the world of investing differently with his academic background.06:48 - Whether just owning the S&P 500 gives investors enough international exposure or not.09:42 - What momentum investing is and why it works.30:14 - How retail investors can utilize a momentum strategy.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out Wes' website, Alpha Architect.Check out Wes' research.Wes' book, Quantitative Momentum.Wes' book, Quantitative Value.Wes' book, DIY Financial Advisor.Related Episode: Listen to MI126: A Rational Approach to Investing w/ Tobias Carlisle, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Instead of trying to time the market or pick single stocks, automate your investments and invest in a variety of companies with Betterment.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Partner with a specialized agency focused on making insurance as easy as possible for real estate investors. Take advantage of monthly reporting, monthly billing, and coverage for all phases of occupancy with National Real Estate Insurance Group.Enjoy soft, stretchy bottoms that last forever with birddogs. Use promo code INVESTING and get a free Yeti-style tumbler with every order.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with Wes: Website | LinkedIn | TwitterConnect with Clay: TwitterHELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to Property Unleashed podcast with Mark Fitzgerald Today I am joined by my good friend Peter Mare, Peter and his wife Monkia are the directors of Keys for Doors and have built up a portfolio of properties using the momentum investing and flipping strategies. If you want to learn more and find out what Peter looks for when viewing his properties, then enjoy listening. In this episode I want to help you with the short term rental market.I hope it helps Also help yourself to the free tools below or visit www.thepropertyunleashed.comI have a special gift to you all in the DEAL STACKER Spreadsheet, for a limited time only download your copy to use now and use it to see if any deals you are looking at work for you.https://www.thepropertyunleashed.com/pl/2147527355The Ultimate SA business builder 10 step ebook (FREE GUIDE)https://www.thepropertyunleashed.com/opt-in-f752591c-876d-46d2-8926-9f3700fd8572I have changed my life and built 2 businesses in the property world and that's just the beginning, this has enabled me to break away and live a more inspired life and you can too.Please feel free to connect with me on these platforms for more information and join the property unleashed Facebook group to ask any questions and stay connected as a community.https://www.facebook.com/groups/131198718880349https://www.facebook.com/groups/816926952556608https://www.facebook.com/mark.fitzgerald.7921https://www.instagram.com/mark.fitzgerald_property/Club House - mark005Contact me to find out how I may be able to work with you.www.thepropertyunleashed.comVALUABLE RESOURCES: Visit www.thepropertyunleashed.com to explore are free Property Ebooks and guides in Rent-to-Rent, Serviced Accommodation, Deal Sourcing and and also our FREE training masterclasses to help you generating a sustainable income through property. https://www.facebook.com/groups/816926952556608 to meet like-minded property investors and be a part of the community. Attend your first property investors network (pin) Meeting for free by using the voucher code “Mark31” CONNECT WITH ME: Facebook: https://www.facebook.com/mark.fitzgerald.7921Instagram: https://www.instagram.com/markfitzgeraldentrepreneur/Linkedin: https://www.linkedin.com/in/mark-fitzgerald-59200079/YouTube: https://www.youtube.com/channel/UCgwQNC72nEJQ0tKkKERdQOQThreads: https://www.threads.net/@markfitzgeraldentrepreneur http://www.thepropertyunleashed.com

J+M are back for another edition of VC Sunday School. This week, they discuss momentum investing in venture capital! (1:35) Then, Molly interviews Convective Capital's Bill Clerico on investing in firetech startups. (27:58) (0:00) Molly tees up Sunday's segments! (1:35) VC Sunday School: Momentum investing: fair strategy, or sign of a bubble? (12:56) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (14:30) Contrarian investing in VC (26:28) Microsoft for Startups Founders Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (27:58) Molly is joined by Convective Capital's Bill Clerico and talks about investing solely in firetech startups (35:30) Bill breaks down the different types of firetech startups that he's investing in FOLLOW Bill: https://twitter.com/billclerico FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1

Our guest this week is Wes Gray. Wes is the CEO, chief investment officer, and founder of Alpha Architect, a Registered Investment Advisor that offers ETFs and works with other RIAs to launch their own ETFs. An accomplished researcher and writer, Wes has authored numerous books on investing and financial topics, including Quantitative Value and Quantitative Momentum. Before founding Alpha Architect, Wes worked in academia and consulted for a family office. Wes' path into finance began at the University of Chicago, where he earned his MBA and Ph.D. and studied under Nobel Prize winner Eugene Fama. Prior to that, Wes served as a captain in the United States Marine Corps. In addition to his MBA and Ph.D., Wes also earned a bachelor's degree in economics from The Wharton School.BackgroundBioTwitter handle: @alphaarchitectAlpha ArchitectQuantitative Momentum: A Practitioner's Guide to Building a Momentum-Based Stock Selection System, by Wesley Gray, Ph.D., and Jack Vogel, Ph.D.Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors, by Wesley Gray, Ph.D., and Tobias Carlisle, LLBActive Investing“Even God Would Get Fired as an Active Investor,” by Wesley Gray, alphaarchitect.com, Feb. 2, 2016.“Has the Stock Market Systematically Changed?” by Wesley Gray, alphaarchitect.com, Sept. 20, 2022.“The Cross Section of Stock Returns Pre-CRSP Data: Value and Momentum Are Confirmed as Robust Anomalies,” by Elisabetta Basilico, Ph.D., CFA, alphaarchitect.com, Nov. 7, 2022.Stock Market/Trend-Following“How I Invest My Own Money: Robust to Chaos,” by Wesley Gray, alphaarchitect.com, June 24, 2022.“Trend Following: The Epitome of No Pain, No Gain,” by Wesley Gray, alphaarchitect.com, June 26, 2019.“Trend-Following: A Deep Dive Into a Unique Risk Premium,” by Wesley Gray, alphaarchitect.com, Oct. 18, 2017.“Does Emerging Markets Investing Make Sense?” by Wesley Gray, alphaarchitect.com, June 17, 2022.Value Investing“Value Investing Live Recap: Wesley Gray,” by Graham Griffin, gurufocus.com, Aug. 25, 2021.“Value Investing: Headwinds, Tailwinds, and Variables,” by Ryan Kirlin, alphaarchitect.com, May 20, 2022.“Value Investing: What History Says About Five-Year Periods After Valuation Peaks,” by Jack Vogel, Ph.D., alphaarchitect.com, Dec. 21, 2021.Behavioral Investing“Terry Odean: Who's on the Other Side of the Trade?” The Long View podcast, Morningstar.com, May 14, 2022.“Behavioral Finance Warning: Humans Love Complexity,” by Wesley Gray, alphaarchitect.com, Aug. 3, 2021.“Individual Investor Behavior: What Does the Research Say?” by Wesley Gray, alphaarchitect.com, July 22, 2022.“Momentum Investing, Like Value Investing, Is Simple, but Not Easy,” by Wesley Gray, alphaarchitect.com, Sept. 18, 2018.Bonds and ETF Investing“Treasury Bonds: Buy and Hold, or Trend Follow?” by Wesley Gray, alphaarchitect.com, Aug. 10, 2022.“Why Advisors (and Family Offices) Should Consider Creating Their Own ETFs,” by Pat Cleary, alphaarchitect.com, Nov. 4, 2022.“ETF Tax Efficiency Isn't Always Efficient,” by Sean Hegarty, alpharchitect.com, Feb. 25, 2022.

In this podcast, Lord Abbett experts explore the different forms of momentum investing, and how they might be used in constructing equity portfolios

“Trend is your friend” You must have heard this quote by Martin Zweig if you trade in the stock market? Momentum trading is all about trading with the trend. For example, if a stock surges after reporting strong earnings, a momentum trader could acquire shares and ride the stock's price upward. Also, if a stock's price begins to increase due to a suspected short squeeze, momentum traders may buy shares in the hopes that the short squeeze will continue to push the price higher. To read more visit : https://www.elearnmarkets.com/blog/momentum-investing-strategies/

You don't have to quit your day job to become an investor.   This is what Andrew Schutsky lives by. He is the founder of Redline Equity, LLC and has built 15 years of real estate expertise while enjoying a career as a CIO of a medical technology company. He talks about how he got into multifamily real estate and how they are remaining competitive in the current market, and how he's able to be successful in both real estate and his W2.    [00:01 - 14:55]  1100+ Units and Growing  Andrew shares his journey from house hacking to short-term rentals to multifamily  Finding opportunities in the multifamily space There's still a lot of demand for multifamily  Things are tilting in favor of the buyer Syndicators are becoming conservative Why Andrew is a fan of fixed-rate debt Submarket knowledge is an advantage How to earn “other income” Add value through valet trash and cable and internet packages Talk with the local township to learn about tax abatements   [14:56 - 19:11] Working a Full-Time Job and Investing in Real Estate He talks about how he's bringing technology to real estate and the entrepreneur mindset to his day job Building a team and learning to focus helped him avoid burning out   [19:12 - 20:42] Closing Segment Reach out to Andrew!  Links Below Final Words Tweetable Quotes   “It can't just be a guess. It has to be submarket knowledge we apply to win that deal.” - Andrew Schutsky “I think it's what sets me apart from a lot of my peers and my competition is I'm bringing that proprietor, business owner, entrepreneur mindset back to my day job.” - Andrew Schutsky -----------------------------------------------------------------------------   Connect with Andrew at the Redline Equity website and check out their podcast, blog, and their FREE 8+ part learning series.   Connect with me:   I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.     Facebook   LinkedIn   Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!   Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below:   [00:00:00] Andrew Schutsky: We're in a couple of submarkets that we know really, really well. We own and operate assets in those markets like Greenville, South Carolina, for example, we got another one locked up right now and we know there's certain things that we go after, and it's very infrequent in today's times that you'll win a deal or we will even get close in the top of the best end funnel with just rent increases. So we're looking at a bucket called other income. Those listing may do very well in this bucket, but that seems to be the differentiating factor for us.  [00:00:38] Sam Wilson: Andrew Schutsky is a passionate multifamily real estate investor who balances ownership in 1100 plus units with a full-time job as a CIO of a medical device company along with also being a family man. Andrew, welcome to the show.  [00:00:50] Andrew Schutsky: Thanks so much, brother. It's a pleasure to be here.  [00:00:52] Sam Wilson: Hey man. Pleasure is mine. There are three questions I ask every guest who comes on the show: in 90 seconds or less, can you tell me where did you start? Where are you now? And how did you get there? [00:00:59] Andrew Schutsky: Yeah, absolutely. So real estate journey for me has begun back in 2007 and I started before anybody called this house hacking I'm using my air quotes, so they can't see the video. My first home was on the road 50 weeks a year, doing the consulting thing, learned a lot, quickly realized I wasn't utilizing my whole house at the time, put an ad on Craigslist with my wife at the time, or I guess like my fiancée, at the time found really creepy, but it was my entryway into learning what, you know, a house could, is not just a place to live in. It's a source of income. And from there I thought my journey was going to be great. I know I don't want to work for 20, 30 years. I got to start planting some seeds. So I thought I was going to do a series of single-family houses, you know, regardless of having, you know, that, that great bonus or stock structure coming up year after year, you run out of money pretty quickly. About a decade later, I found short-term rentals. I still do those and I enjoy them, but same constraints. Regardless, even with one or two really good W2-based incomes or other sources of income, you can only go so fast, fast forward to 2019, found a 60-something page thread on BiggerPockets. You may have heard of that site before around multifamily. It was actually a local guy syndicating, read his story, he was a CPA before and it opened my mind to this whole new world of possibilities, which I can't believe it took me that long to find it. It's almost embarrassing to admit. And from there I kind of went full tilt. You know, 30, 40 books digest every podcast I could listen to nagged anybody who had listened to my questions and joined a mastermind program, got a mentor, went all in, really, and just started to dial in on honing different crafts and just crafting new skills.  [00:02:30] Sam Wilson: That is really cool, Andrew. I love that. So you've been long multifamily since 2019. [00:02:36] Andrew Schutsky: Correct. [00:02:37] Sam Wilson: That's awesome. Okay. Very, very cool. Tell me what, when you say on the, on the short term rental side, you said that that was a tougher business for you to scale just because it was kind of, it was kind of like just a glorified version of a single-family rental.  Is that what I was hearing there? [00:02:50] Andrew Schutsky: Yeah. I, I think what lured me to it is originally we wanted a house at the beach and we're like, okay, the only way we can make sense of this at the time, right? We had one young. And another one on the way. My wife's like, you're absolutely insane. We can't buy a property. I'm like, what if we could make it generate cash? So that was my foray into that. And I'm like, Hey, you know, the pros and cons, there are the pros are you're dealing with happy people. They're on vacation. You're getting paid in advance. There's no such thing as an eviction in that world. But the big con is as houses became, at least in our area and the Northeast in the Jersey side, became very, very expensive. So your down payments and your closing costs could be well over a quarter million dollars. So, you know, unless you're fortunate to already have a running start and have, you know, seven figures to play with and invest, really hard to get beyond the first 2, 3, 4 properties that way, right, within, you know, especially in your early thirties, like we were at the time. [00:03:38] Sam Wilson: Right. Yeah, absolutely. Tell us, what are you guys finding in the multifamily space right now? We're recording this on July 12th, 2022. So this will probably go live sometime mid-August of this year, but tell me, what are you guys finding in the multifamily space right now? That's making sense for you.  [00:03:55] Andrew Schutsky: We're in the Southeast generally Carolinas, Georgia, and even a little bit of the Midwest. Now we've got one property in Louisville. And still, you know, despite rising interest rates, despite all the chaos and the economy, there's a lot of demand still for multifamily. A lot of, you know, institutional and private equity are looking for a stable asset you know, hard, tangible assets to cash flow with tax advantages. And there's still tons of demand for multifamily. With that said, things do seem to be tilting just a little bit in favor of the buyer. You're seeing, you know, maybe not 25, 30 offers, but maybe 5. For the first time ever, I think 30 days ago, I saw the first price adjustment downward or guidance pricing came down. that was kind of actually relieving. You don't want to see terrible things happen in the economy, but also the silver lining of that is you get a little relief and you're not having to go. And it's not a blood bath as much as it was, you know, 60 days ago now. [00:04:48] Sam Wilson: What do you think is driving that? Like, I mean, is that just because projected rents are coming down? Is that just be, I mean, why is that happening?  [00:04:56] Andrew Schutsky: Well, I think we were, you know, in a weird time the past year seeing double-digit rent growth, especially the Southeast and Texas, and even, you know, the entire Sunbelt really, and it's not sustainable, right? I mean, we know income's not keeping up with that. So you start to see, you know, CoStar and others backing down their rent projections. There's no longer, you know, 9%, 10%, or 12% forecasted in every market. Maybe some markets selectively. Sure. But you look at that's starting to stabilize and starting to tail off. And you also look at the drastic rise in interest rates, you know, both in bridged and fixed rate debt. The cost of capital is much higher, right? So people start to get a little nervous. What happens, you know, therefore, you know, us and others, and a lot of other syndicators are starting to be a little bit more conservative with their exit cap projections. So that in turn is going to soften your offers a little bit.  [00:05:42] Sam Wilson: Right. Yeah, absolutely. And that's something that, I guess, let me ask you that as a nuance question on an exit cap projection, are you guys underwriting refinances anywhere in your deals, right now?  [00:05:53] Andrew Schutsky: Never have, and probably never will, unless there's a very unique circumstance to do so. [00:05:57] Sam Wilson: Got it. I like that answer. That's something that we commonly see in deals where it's like, Hey, you know, we're going to refinance, especially a couple of years ago when we felt like things were more predictable, like, okay, we're going to refinance three to five years from now or whatever it is. So, yeah, that answers the question. You're just not doing it.  [00:06:13] Andrew Schutsky: I know it's a, it sounds like a clear-cut answer and it is. I just it's not my philosophy. It's not any of my partner's philosophy to count on that, right? I don't have a crystal ball. I mean, I love to say, yeah, interest rates are going to be 1% higher at the end of the year, but you really don't know that. It'd be great. We always look at that as a scenario. What does that look like? But I never will make that our primary business case. I look at it like I'm investing a hundred percent of my own cash to buy a property. Just like if my investors are in or not, I look at it as like, I want to be as certain as I can be, right, and I know I can't predict interest rates. No one can, right, so I don't want to count on that as a variable.  [00:06:45] Sam Wilson: Right, that was going to be my question was how are you compensating, especially right now for the complete unknown of where in the world or interest rate going. That's how you figure it out or how you build that in you just don't. [00:06:56] Andrew Schutsky: And I'm being, I may be in the minority here, but I'm a big fan of fixed-rate debt. I know it does hurt cash flow. I know there's prepayment involved in, in years, you know, one and two, and it may inhibit your ability to exit early. But I really like that. Maybe I'm a little bit of old school and you know, I'm a little bit of old soul that way. I like that stability, my investors like that stability. So whenever possible, and it doesn't completely crush the deal. I, I really like, especially in today's times the fixed rate product.  [00:07:20] Sam Wilson: While we're on this topic. Tell me about this. How are you guys underwriting deals and getting 'em to make sense right now? Like, what's your guys' unique proposition when you guys acquire an asset?  [00:07:32] Andrew Schutsky: Well, I will tell you there's no magic bullet and there's still the majority of the deals that don't make a lot of sense, but. The few that do we're in a couple of submarkets that we know really, really well. We own and operate assets in those markets like Greenville, South Carolina, for example, we got another one locked up right now and we know there's certain things that we go after. And it's very infrequent in today's times that you'll win a deal or we'll even get close in the top of the best end funnel with just rent increases. So we're looking at a bucket called other income. Those listing may do very well in this bucket, but that seems to be the differentiating factor for us. If we're, you know, even close, remotely close, we start at looking at things like valet trash, cable and internet packages. And again, there's small things, but when you collectively add them up, it could be 50, a hundred dollars a month. And that can be the difference between winning or losing a deal. So again, that other income bucket has been a huge factor. Things like tax abatements and looking, working with the township or, you know, especially affordable housing. There's some things at play there. So you got to really know the submarkets to know if they're viable or not. And I always look, you know, of course. It's as competent as we are looking to have, you know, one or two of our property managers also verify, yeah, this makes sense. We've been planting this out. It's been proven elsewhere. So it can't just be a guess. It has to be submarket knowledge we apply to win that deal.  [00:08:44] Sam Wilson: Breakdown valet trash for me. I don't even know what that means.  [00:08:47] Andrew Schutsky: Yeah. It's actually not commonly known. I learned it from another partner that implemented it on dozens of properties and it's basically they'll come and pick up your trash at the door and bring it out for you. It sounds simple, but it could be $20, $25 a month, but that might be the difference between winning and losing. And it's almost always received very well at properties from what we've seen.  [00:09:07] Sam Wilson: And it's amazing to me what people are willing to pay for. 25 bucks a month. Okay. So you're telling me I don't have to walk my trash out and, and again, it depends on, I guess you're in the Southeast, so it's not even like it's, you know, three feet of snow because I guarantee, my wife and I would probably be stroking the 25 bucks a month. It's like, okay, it's zero outside. So yes, only $25, but in the Southeast, it's not, like, but people pay for it.  [00:09:33] Andrew Schutsky: Well, especially if you look at it, like some of the workforce housing we're in, these guys work a really long day, maybe second or third shift are exhausted. They're like, you know what, it's just not worth the hassle. Maybe you've got two or three young kids at the house. Just one of those things like, wow, this is something that, you know, is a small burden on you, but Hey, I'm exhausted. I don't want to spend time, I don't enjoy walking down three, four flights of stairs waiting for the elevator. Hey, you know, it doesn't work for everybody. We've had a lot of success with it.  [00:09:59] Sam Wilson: And that is an almost expense free, like, value add, like it's not even capital. There's no CapEx in it.  [00:10:08] Andrew Schutsky: No, a lot of times you can get the maintenance crew that's already on in-house to do that.  [00:10:12] Sam Wilson: Right, right. I love stuff like that. Anyway, that you can add value to a property without incurring, you know, more cost to do so, I mean, that just pads the bottom line right away. That's what we're doing right now in the RV resort space where it's like, we can add dynamic pricing and online booking for, I mean, it costs us a little bit, but not much. There's no infrastructure. We're not, you know, repaving drive aisles and adding sites and everything else. It's like, this is really very simple. And yet it changes the performance of a property dramatically. So I love stuff like that. Tell me about the bundle when you said bundled internet TV, things like that.   [00:10:48] Andrew Schutsky: Yeah, a lot of times we'll look to, and this is, I think probably more commonly known, this isn't such a, you know, well-kept secret, but you can go and get a larger bulk agreement with a service provider, like an Xfinity or whoever is happens to be in your area and negotiate, hey, I would like to buy a hundred packages at $35 a month. Tenants on their own might buy it for $70 a month. We sell it for 55 to 60, again, 10, 20, 30 bucks here and there adds up, right? So it just, again, it's, it's a win-win for the tenant and for us, like we get a little bit of the commission there and the bulk, you know, economies of scale and the tenant saves money, you know, versus the individual packages. [00:11:22] Sam Wilson: Right, right. Have you seen those, which we've done it at one of our properties, and there's another episode here on this podcast where I interview the company that actually handles this, but where the utility company via mostly the internet company, internet and TV will pay you as the property owner for the right to be on your property. Have you seen that? [00:11:42] Andrew Schutsky: We've underwritten deals that that was the case. We don't own any and operate already now, but yes, absolutely have seen that in the past. The same with even renting, renting space on the top of the building for a cell phone tower, like that can be common or something. Seriously. I mean, that can be a huge money maker.  [00:11:57] Sam Wilson: Sometimes the cell towers are worth more than the building.  [00:11:59] Andrew Schutsky: Correct.  [00:12:00] Sam Wilson: When you, when you look at those leases yeah, you don't realize, and again, we've had, you know, I've had Meir Waldman come on the show here, who is, you know, kind of the cell tower lease guy. And we talked all about that. It was like, oh my gosh, like there's more money in the cell tower lease than there is in the sale of the building. This is madness. So that's absolutely interesting. Tell me the last comment you made though said you guys are working on our tax abatements. How are you guys figuring it out? This is why I need you to correct me. When I look at a property, I go, okay, there's a, you know, multifamily property, like certainly there's no tax abatements. There's nothing left there. I mean, that's all been extracted long ago when this was built and, you know, brought online. Tell me why I'm wrong.  [00:12:38] Andrew Schutsky: It depends on the position of the property. A lot of times you're absolutely right. There's not much there. And if there is anything there, usually the broker will pick up the phone. If it's an unmarked property, they'll put it and they'll count on it and the underwriting, the projections that's already factored in, but the true gems are where you work with the township and it could be, you know, either the building already itself as a business already qualifies for this, or maybe as you slightly reposition it, Hey, it's not affordable, now it's affordable housing or based on that distinction, you may now qualify for a new exemption or a tax abatement. So something to look into, talk with that local township, as you get to know a submarket more and more as you start to buy more properties, you may copy and paste from one or the other and apply the same strategy. But if you're brand new to the market, it's worth exploring, 'cause that can save you thousands, hundreds of thousands of dollars over the course of your whole period.  [00:13:22] Sam Wilson: Right, right. Yeah. What I hear you saying is if you could reclassify a property potentially from one to the next. The township may be hard up for, like you said, foreclosed housing below, you know, that's priced 70% of whatever the adjusted median income is. [00:13:36] Andrew Schutsky: Yes.  [00:13:36] Sam Wilson: Cool. [00:13:37] Andrew Schutsky: Or, or, I mean, something we've looked at too is maybe you can designate a portion of it as commercial space. Like you have, you know, a coffee store. We even looked at doing an arcade in a building where you have a percent, it has to be a commercial occupied. And then you now qualify for new exemption or 'cause it brings new jobs to the area. So again, some of these may be a stretch, but it's worth exploring.  [00:13:57] Sam Wilson: Oh, for sure. Is there a consultant that you guys work with to help you kind of explore that? Or is this something just you've self-educated on?  [00:14:03] Andrew Schutsky: This has been a lot of self-education between my partners and I, and a lot of them have been educating me actually. So I'm kind of the student in this scenario, just applying what we've learned.  [00:14:12] Sam Wilson: Man. That's awesome. Thank you for taking the time to break down just some really simple ways. I mean, again, 'cause right now, especially in the multifamily market, people are desperate to find ways to add value to these assets. Like how do we make this make sense? And you've just given us three relatively simple. I say simple 'cause tax abatement still confuses the heck out of me, but you know, relatively simple ways to look at these and go there's there, there may be another way to take this deal down and have it make sense other than just get into a bidding war. [00:14:43] Andrew Schutsky: I mean, in summer you got to be creative these days, right? Unless you're wildly optimistic with your projections most likely to win, you're going to have to either accept lower returns or be really creative as to come up with a higher return, so bottom line.  [00:14:55] Sam Wilson:  Let's shift gears here and talk about your full-time job 'cause you currently work a full-time job as a CIO of a medical device company. What are your plans there?  [00:15:06] Andrew Schutsky: Yeah, so I guess first and foremost, I really enjoy what I do. I know I'm probably in the minority of the guests you have on the show who have a kind of counter on calendar crossing out days, marking the time where they can do this full time. But for me, I actually got, I got a lot of pleasure and enjoyment of my job. I get to travel a lot to cool places. And most importantly, I have a lot of flexibility at work from home when I'm not traveling. So I'm not having to get up at 4:55 AM every day. And if I do, it's so I can spend some time working on my business. So I find there's a lot of good parallels, you know, for example, I work in the technology realm. I love bringing technology through investment portals and websites and marketing and funnels to the investing business. And I love the stuff I learned in investing around just being that critical ROI calculation that you know, that business acumen. I love bringing that to my day job 'cause we look at, you know, managing millions of dollars in budgets and looking at what if I put a dollar in, what do I get back? So I love bringing that acumen and I think it's what sets me apart from a lot of my peers and my competition in the day job, bringing that, you know, proprietor, you know, business owner, entrepreneur mindset back to my day job. So they, they kind of work together really well. [00:16:12] Sam Wilson: That's really, really cool. Tell me, I guess when you look at the technology inside of what you guys are doing in medical sales, what are some things that are lacking in the commercial real estate space? You're like, man, this is a really cool way I can innovate over here in commercial real estate.  [00:16:24] Andrew Schutsky: There's still a lot. I mean, number one, when you look at structuring a deal and marketing a deal and just running all the intricacies and administrative parts of bringing in investors and marketing and then even the day-to-day operations and property management, there's a lot still pen and paper or email back and forth. So I look at things like automation of campaigns, you know, connecting people through, like, it's basically cutting out the manual task. I think that's really awesome. Whether it's the upfront part of like winning a deal and doing DocuSign, you'd be surprised how infrequently that stuff is leveraged, where I bring value to a team by saying, Hey, why aren't we using this? Or why are we do, why are we spending all the time doing this? We're highly paid professionals. We ship, this is a $50-a-month product. We could be saving hours a time. I love just doing simple things like that, like connecting Zappier, for example, to link a Google form back to my active campaign, to automatically create contacts and distribution lists. Just one simple example of what I think that's things are often overlooked.  [00:17:18] Sam Wilson: Right. Yeah. It's funny. I'm, I'm always torn maybe 'cause I can barely use email, right? Like I am, you and I are, are completely opposite ends of the spectrum. Like I suck at using things tech related. [00:17:29] Andrew Schutsky: All good. [00:17:29] Sam Wilson: Lots of help, but I get torn because sometimes like, okay, I do this task and I can get it done really quickly. Just doing it and, you know, trying to figure out how to make the tech work for me becomes more cumbersome than just getting it done. And it's like... [00:17:44] Andrew Schutsky: I think it's important on every team to have a guy or a gal that really understands how to make that less stressful for the rest of the team, right, 'cause without that, like you said, it's just so much easier to throw in the towel and it can be so overwhelming to people who don't have those reps in. So I've been doing this first since I've been four or five years old, where I grew up with like one of the first computers. So it was in my DNA, but I totally recognize for most people it's not. They don't want it to be, and that's completely fine. And actually that's a great value, you know, driver for me that I can help bring to the team.  [00:18:14] Sam Wilson: Absolutely. Absolutely. And last question here for you is let's talk a little bit about the team. How have you effectively scaled your team while working a full-time job? [00:18:22] Andrew Schutsky: Yeah, so for me, you know, it was a little bit of trial and error in the beginning, right, wanting to do everything, jump in and, and find my own deals and underwrite them, myself, and marketing myself. And I, I just found that wasn't effective. It was a quick way to burn out. So I've kind of dialed in. Let me just focus on, for the next year or two, becoming really good at one thing. Right now that happens to be investor relations, raising capital, you know, building decks and doing due diligence. Like I'm not going out. I'm actually stopped going to try to find my own deals. New market partners that I trust, I've got a few deals under my belt now. I knew who I trust. I know what I want out of a deal. I know what I don't want to be doing. I don't know what I'm not good at. Let me focus on what I'm good at. And then maybe a couple of years from now, I'll revisit and start to expand that repertoire. And maybe there comes a time where I'm doing this, you know, 40, 50, 60 hours a week on my own, and maybe I will still go back to the broker thing, but for now, just dialing in on what I'm good at and just continue to work that path.  [00:19:11] Sam Wilson: Man, that's fantastic. Andrew, thank you for taking the time to come on this show today. I certainly appreciate it. I've learned a heck of a lot from you, you know, talking about really easy ways to add income and value to properties that are maybe a little bit off the beaten path. We talked about your transition, you know, from house hacking into short-term rentals, and then finally discovering multifamily in 2019. And you also shared with us, you know, why you love your job. I think it's really cool that you're like, Hey man, I love what I do and I'm going to continue doing it, and maybe someday I'll transition out. That's not the comment, like you said that you or I probably hear very often where it's like... [00:19:42] Andrew Schutsky: That's right.  [00:19:43] Sam Wilson: I just kind of like what I'm doing. So if it ain't broke, don't fix it. So absolutely, and then you know, talking about the tech stack and what it means to bring technology to a deal. I think you've shared with us some really cool things today, and I certainly appreciate it. If our listeners want to get in touch with you or learn more about you, what is the best way to do that?  [00:19:59] Andrew Schutsky: Best way to go straight to our website, everything funnels through there, contact, we've got the podcast in there. It's investwithredline.com. Company is Redline Equity. We've got blogs and we've got, more importantly, a free 8-part investing course. Go check it out, sign up, and follow us.  [00:20:13] Sam Wilson: Awesome. Andrew, thank you again. Certainly appreciate it.  [00:20:15] Andrew Schutsky: No problem, brother. Great talking to you.

Momentum is one of the more challenging factors for investors. Although the long-term evidence that supports it is very strong, many investors have a difficult time understanding why something should be bought just because its price has gone up. We have been fortunate to have some of the most knowledgeable experts on momentum we know on our podcast and we wanted to bring all their expertise together to help all of us better understand momentum. In this episode we combine the insights of Sheridan Titman, Jack Vogel, Harin de Silva, Jason Hsu, Gary Antonacci and Wes Gray and look at why momentum works, how to measure it and the different ways it can be utilized. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

In dieser Podcast-Folge duelliert sich Robert mit der Podcasterin und Finanz-Journalistin Julia Kistner. Dabei diskutieren sie über die Vor- und Nachteile von Value Investing vs. Momentum Investing.Mehr über Julia Kistner: https://www.geldmeisterin.com/Ihre Podcasts GELDMEISTERIN und DIE BÖRSENMINUTE findet ihr auch auf YouTube, Spotify und überall, wo es Podcasts gibt.Kostenloses Fallstudien-Video von MONEY MASTERS sichern:https://www.money-masters.de/fallstudie--Jetzt kostenloses Strategiegespräch mit MONEY MASTERS sichern:https://www.money-masters.de/termin--Komm in die Facebook-Gruppe "Vermögensaufbau mit System": https://www.facebook.com/groups/vermoegensaufbau

Today, I have the pleasure of interviewing Noah Hamman, the Founder & CEO of advisor shares, a firm which creates and manages a huge variety of interesting actively managed ETFs from Thematic focused ones to multi-asset and income.Noah has more than 15 years experience in the industry and includes a focus on innovative financial technology.In this interview, we explore what the FED is actually going to do with interest rates as opposed to what they've been telling the market, thematic ETFs such as VICE and BEDZ, and a fascinating AI-powered momentum ETF that uses both fundamental sentiment and technical indicators to inform it's positions in the market.advisorshares.com@HammanSharesThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter---------------------------------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

IN THIS EPISODE, YOU'LL LEARN: 04:06 - How Wes looks at the world of investing differently with his academic background.06:48 - Whether just owning the S&P 500 gives investors enough international exposure or not.09:42 - What momentum investing is and why it works.47:37 - How retail investors can utilize a momentum strategy.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRobert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Check out Wes' website, Alpha Architect.Check out Wes' research.Wes' book, Quantitative Momentum.Wes' book, Quantitative Value.Wes' book, DIY Financial Advisor.Related episode: MI126: A Rational Approach to Investing w/ Tobias Carlisle.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.Feel safe online: anywhere, anytime with NordVPN. Listeners can get up to 70% off your NordVPN Plan + 1 additional month for free!Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement.Take your business online with Wix, the leading website creation platform that's got all the tools you need to create, manage and grow your brand. Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Provide future financial protection to the people who matter most to you with the help of TD Term Life Insurance.Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Read this episode's transcript and full show notes on our website.Connect with Wes: Website | LinkedIn | TwitterConnect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hey guys! I'm stoked to bring you my conversation with Jessica Ablamsky. Jessica is a freelance marketing writer, journalist, growth stock investor and Twitter personality. Today we dove into the lessons Jessica learned from last year (2020), how to identify companies with good corporate culture, how her investing journey started, switching from a fundamental value approach vs momentum trading strategies and we wrapped up the podcast talking about Dutch Bros ($BROS) a new Starbucks type stock and the future of AD tech platforms such as Pinterest ($PINS) and Snapchat ($SNAP). Here's the time stamp: [0:00] Who is Jessica Ablamsky? [5:30] How to Identify a Good Corporate Culture? [13:30] Jessica's Investment Journey [19:30] Momentum Investing [27:00] Lessons from Last Year: The Friend is your Trade [35:00] Lessons from Last Year: Making Money is Better than Being Right [45:00] What stocks is Jessica Ablamsky interested? [56:00] What is Dutch Bros Inc. ($BROS) [1:00:00] Buy Things that People Like! [1:11:00] AD Tech Platforms: Pinterest ($PINS) vs Snapchat ($SNAP) [1:20:00] Twitter Q&A [1:23:00] Twitter Q&A: Alibaba ($BABA)? [1:26:00] More from Jessica and Closing Questions If you like what you heard please give Jessica a follow on Twitter here. Also big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world's largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you're interested, head on over to tegus.co/valuehive for a free trial to see for yourself. Mitimco This episode is brought to you by MIT Investment Management Company -- also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more.

Momentum was a factor that many academics were very reluctant to embrace. Our guest this week, Sheridan Titman, helped to change that with his 1993 paper "Returns to Buying Winners and Selling Losers: Implications for Stock Market Efficiency" that he co-wrote with Narasimhan Jegadeesh. In this interview, we discuss both his original work on momentum and what he has learned since. We also cover his research on combining value and momentum and the relationship between location and firm value, and what he thinks practitioners get wrong about academic research. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

Momentum stocks are stocks that are on the rise and have great volume. Just because a stock is a momentum stock does not mean it's a stock you should buy. We talk about what to look for when considering a momentum play! These are stocks that many of you already know about and let us show you deep down if these are stocks to have in your portfolio!Stocks for Momentum Investing | MARA Stock TTM Stock SESN Stock FLMN Stock | VectorVestUse this link for a FREE Stock Analysis Report ➥➥➥ http://bit.ly/2KsZlqzTry VectorVest Risk-Free for 30 Days ➥➥➥ https://www.vectorvest.com/YTVectorVest mobile app ➥➥➥ http://bit.ly/2UjF6y6 SUBSCRIBE To The VectorVest Channel ➥➥➥ https://www.youtube.com/user/VectorVestMB/?sub_confirmation=1

Is there a way to have have both long-term growth AND the risk management of bonds and cash? In this episode, Erin Hay and Ro Punyani are back to explain Monument's Flexible Asset Allocation strategy, which strives to have less drawdown and more upside relative to a static portfolio of 60% stocks and 40% bonds. Our strategy attempts to balance limiting drawdown while participating in upside by tracking momentum and following trends in the market.   Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com    Important Disclosures: https://monumentwealthmanagement.com/disclosures

Many investors tend to think growth and momentum investing are highly aligned with each other. But as we have seen recently, with many momentum funds making an aggressive move into value, they also can be very different. In this episode, we talk to Randy Watts, Chief Investment Officer at O'Neil Global Advisors and Jeremy Schwartz, Global Head of Research at WisdomTree about an interesting strategy they have created to combine the two together. We discuss the challenges of growth investing, the best ways to measure growth, and how to identify it in its early stages. And on the momentum side, we cover combining momentum with mean reversion, the importance of the right rebalancing time frame, and the benefits of momentum consistency. Since we are both big fans of Jeremy's economic discussions with Jeremy Siegel on the Behind the Markets podcast, we also couldn't resist asking a couple of questions about the outlook for the economy and inflation. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

Approach baru yang digunakan saya pribadi untuk berinvestasi saat ini.

How do you become a successful property investor? What does it take to succeed? In this episode of the Momentum Investing podcast property trainer Pip Stehlik shows you what differentiates the successful investors from those who do not become financially free! To learn more from Pip reach out: Pip@pipspath.com https://pipspath.com (https://pipspath.com)

Do you want to know what are the qualities of a great business? In this podcast, I share the top 10 qualities that I have understood after doing business analysis of several companies over the years.Here are the Top 10 Qualities:Earnings GrowthProfitable EarningsLow LeverageFocus on CashflowsExcellent ManagementRobust Business ModelCompetitive AdvantagesLongevityExcellent Capital AllocationTechnical StrengthAnd by the time you are done with this episode, you will have absolute clarity and understanding about attributes of great businesses.Join LIVE Session to Learn More >> http://TechnoFunda.co/liveYouTube Channel >> ACCESS HEREMy Website >> https://vivekmashrani.com/Listen to other episodes >> LISTEN HEREBook >> 100 to 1 in the Stock MarketDisclaimer: Only for educational purpose. Kindly consult your financial advisor for implementation based on your risk profile.

Ok, Momentum Investing is often mentioned in the financial media from time to time, so its important you know what it is. Let's go!

Momentum Investing is the strategy of buying stocks that are rising in the hope that they will keep rising. It has done well in recent times. Mint explores.

Welcome to Stanford Brown's SB Talks podcast where we explore the important elements of your financial world – from investments to strategy, from retirement planning to intergenerational wealth. In this episode, our CEO Vincent O'Neill is speaking with Chief Investment Officer Ashley Owen. This month we discuss: May market wrap and slowing momentum. How do share markets perform in a rising inflation environment?   Investment alternatives to protect from rising inflation. Has Australia finally graduated from being a ‘banana republic'? The outlook for the second half of 2021.

Funding Property Investments with Italina Kirknis. In this episode of the Momentum Investing podcast you are going to learn how to find investors through LinkedIn for your property business (Real Estate). Italina runs a marketing agency specialized in supporting property investors and realtors in finding investors - learn how she does it! To learn more from Italina, connect with her on LinkedIn: https://www.linkedin.com/in/italinakirknis/ (https://www.linkedin.com/in/italinakirknis/)

The problem with fundamental analysis in Investing is that it is just too much fixated on numbers and data.  Lot of investors just look at rear mirror of past performance but miss the future performance by ignoring market psychology.On the other hand, the problem with technical analysis in Investing is that it just looks at market psychology, demand-supply but miss big picture around business as well as sector understanding which is essential to build conviction to create wealth.One is focused is just focused on "numbers" while other on just "psychology" .Do you want to know where the real magic is? Do you want to learn which are essential skills to build powerful Investing Systems? Listen to this podcast till the end...And by the time you are done listening to entire episode, you will know all the secrets to be successful in your investing journey.

Do you know there are just 175 Indian companies which make over $100 million (INR 750 crore) in annual pre-tax profit. Out of these, only 78 companies saw their market value increase 100x? Do you want to learn how to create wealth by finding such extraordinary scalable businesses?In this episode, I get into below key 10 traits you should look for scalable businesses:GrowthProfitable GrowthCompetitive AdvantagesLongevity - MegatrendsMarket share gainUnorganised to organised shiftEconomies of ScaleOpportunity SizeNiche - Profit PoolsDurability and Anti-FragilityAt the end, you will also learn how to find them using TechnoFunda Investing Process.

The Momentum Investing podcast is celebrating its 50th episode. Here we share what is coming next, how we can help you grow and how you can continue to expand your property investing. Join our free property investing course at https://www.momentumgift.com

Investors tend to associate momentum with growth stocks. If you try to name a typical momentum stock off the top of your head, you will probably think of names like Google or Facebook or Amazon. And that is especially true when we have gone through a growth dominated period like we have in the past decade. But the reality is that momentum doesn't care about growth. It doesn't care about value either. It also doesn't care about quality. All it cares about is that a stock's price has gone up. In this episode, we look at why momentum is a chameleon, and why that fact can make it challenging to follow for many investors. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 2/4/2020. The Posts We Discuss What is Risk? – Validea's Guru Investor Blog An In Depth Look at Momentum Investing and Trend Following with Jack Vogel (Ep. 69) – Validea's Guru Investor Blog Bill Miller's Market Insights from Q4 Letter – Validea's Guru Investor Blog As Companies Trounce Earnings Estimates, S&P 500 Profit Recession May End – Validea's Guru Investor Blog Find Out More About Validea https://www.validea.com Follow Jack on Twitter https://www.validea.com/practicalquant Follow Justin on Twitter https://www.validea.com/jjcarbonneau Follow Us on YouTube https://www.validea.com/excess-returns-podcast

In this episode, Validea partner Jack Forehand reads his article "The Basics of Momentum Investing". Find Out More About Validea https://www.validea.com Follow Jack on Twitter https://www.validea.com/practicalquant Other Articles by Jack Practical Quant Archives – Validea's Guru Investor Blog Subscribe to Our Excess Returns Podcast https://www.validea.com/excess-returns-podcast

Dr Tim Edwards from the London office of S&P Dow Jones Indices discusses SPIVA — the S&P Dow Jones Jones Active Versus Index scorecard — and what we can learn from it. He also talks about the growing trend towards self-indexing, as well as recent research he's conducted into momentum investing and equal-weight indices.