POPULARITY
8 episodes with Momentum investing
6 episodes with Momentum investing
7 episodes with Momentum investing
6 episodes with Momentum investing
2 episodes with Momentum investing
2 episodes with Momentum investing
2 episodes with Momentum investing
3 episodes with Momentum investing
2 episodes with Momentum 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
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
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
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?
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.
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.
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!
Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
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
Thought the momentum effect is widely known in developed markets like the US, it's still relatively unknown in India. Over the past few years, there's been growing interest in the momentum style of investing. UTI Mutual Fund recently launched India's first momentum index fund which tracks the Nifty 200 Momentum 30 Index. But investors often extrapolate the past returns of momentum as a style and tend to think that momentum will always deliver superlative returns. So we caught up with Aman Singhania, the Vice President & Head of Index Development & Research at NSE India. In this conversation, we talk to Aman about: His journey into the markets What is the momentum style of investing Why does the momentum effect persist How is momentum measured How have momentum investing fared historically in the Indian markets Are market capitalization-weighted indices momentum oriented in disguise? Multi-factor investing How should investors think about momentum His investing philosophy You can check out this Varsity chapter on momentum for an understanding of how to implement a momentum strategy. You can also follow Aman on Twitter @Aman_Singhania_ for more of his perspectives. If you have any questions, please do post them here.
A longer thought about the reason the US formed it's government, pluralism and momentum investing.Thoughts of a Random Citizen is a podcast oriented around open ideas, entrepreneurship, politics, investing, travel and an odd take on history. Check out Home | Thoughts of a Random Citizen (toarcunited.com) for more about how to get involved with the podcast, leads on investment opportunities, travel tips, or our entrepreneurial goals.
Kelly Forrester shares in this episode of the Momentum Investing podcast about how she built a lettings agency from nothing into a large business only to see the whole thing come crashing down, plunging her into bankruptcy and debt. How do you turn your life around after something like that? In this episode you will learn how Kelly has turned her life around following one of the worst setbacks an entrepreneur can have. To learn more from Kelly, connect with her through: https://podcasts.apple.com/gb/podcast/entrepreneur-truths/id1507170723 (https://podcasts.apple.com/gb/podcast/entrepreneur-truths/id1507170723) https://newentrepreneurialworld.com/ (https://newentrepreneurialworld.com/) To learn more about property investing and the 3 most common mistakes new investors make - and how to avoid them, join our free property investing course at: https://www.momentumgift.com (https://www.momentumgift.com)
Click here to watch this episode on our YouTube channel - https://youtu.be/gjGbGGjwiOg In this episode of the Face2Face Podcast series, we have with us Mr. Vivek Bajaj in conversation with Mr. Sahil Kapoor, the Chief Market Strategist for Edelweiss Investment Research. He has over 10 years of experience in equity research and trading, commodities and the bond markets. His expertise lies in providing investment & portfolio allocation advice to his clients. Topics covered in this episode are as follows: How to build your portfolio Right asset allocation depending on your age, financial condition and goals Detailed discussion of ETFs, Gold and Debt instruments such as Bonds and Government Securities Mutual Funds and Momentum Investing techniques and tips With so many topics covered in a simplified way, you surely do not want to miss this episode.
Momentum investing is an investment strategy aimed at purchasing securities that have been showing an upward price trend or short-selling securities that have been showing a downward trend. Find out how to make this strategy work for you in this episode.
In 2020 Ramsay & White Finance for Property Investors secured in excess of £96m in funding for property investors across the UK and overseas. It was great to see so many investors lean into their businesses and continue to grow during uncertain times. While the market has been unpredictable at times, many investors had the courage and tenacity to take calculated risks and it was amazing to be part of the process! In this episode Joel shares content from a recent online investor meeting where he was asked to discuss the market, buying through company structures, momentum investing, bridging finance, HMO's, commercial valuations and much more. If you have any questions about the topics in this episode then please feel free to contact us on enquiries@ramsayandwhite.com. *Please note, your property may be repossessed if you do not keep up your repayments on your mortgage or any other finance secured against your property*
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
There is perhaps no investment factor with more long-term data to support it than momentum. But despite that, its real world usage lags far behind other factors like value. Part of the reason for this is the fact that momentum can be much less intuitive for investors. It is easy for investors to understand why they should buy a stock that trades at a discounted valuation, but it is much more difficult to understand why they should invest in a stock solely because its price has gone up. In this episode, we take a deep dive into momentum investing with Alpha Architect's Jack Vogel. We discuss why momentum works, how it is measured, and some potential ways to enhance the returns of momentum strategies. We also cover the pros and cons of trend following and why the strategy can be so difficult to implement in the real world. We hope you enjoy the discussion. FIND OUT MORE ABOUT ALPHA ARCHITECT Alpha Architect Home - Alpha Architect FOLLOW JACK ON TWITTER https://twitter.com/jvogs02 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
Finding suitable funding for deals is the biggest hurdle investors face. It’s the one thing that holds people back from pursuing real estate as a path to financial freedom. But money doesn’t have to be a hurdle if we know where to find it. There are so many creative avenues for financing deals, even if we’re just starting out. If we want to move our investing along faster, work smarter and more efficiently, we have to look beyond conventional funding sources. Instead of thinking that one strategy fits every single property, we can tailor unique strategies to each deal. From lease options to joint venture deals, the money we need to invest in properties is easier to access than we think. It all comes down to understanding how money actually works. My guest, Daniel Wood, has identified 25 sources of capital that investors can tap into. What are some of the unique ways we can get the money we need, and how do we structure deals that protect our profitability? What is the “Holy Grail of investing” and how can we implement it? In this episode, entrepreneur, investor, and co-founder of Momentum Property Education, Daniel Wood talks about his international investing operation and shares how new investors are raising money for deals. Three Things You’ll Learn In This Episode Why we should always consider the buy-and-hold option On average, properties double in value over 7-10 years if we’re buying in good areas. If we sell a property that’s good enough to keep, we give up equity and the cash flow we could have been making, as well as the chance to refinance and buy more property. The one funding source that gets new investors into financial trouble When we borrow money from friends and family, we have to be careful not to bring them in at a fixed interest rate. The compound effect is a powerful force, but when the interest rate we’re paying is higher than the income we’re making, the compound effect works against us. How to get funding through friends and family without compromising our profitThere isn’t just one way to finance deals through our friends and family. Instead of borrowing money from them, we can set up a joint venture with an option for us to buy them out. This way we aren’t exposed to the high-interest rates that cause many new investors to lose money and struggle. Guest Bio- Daniel Wood is an entrepreneur, property investor, coach and podcast host and co-founder of Momentum Property Education. He has over 10 years experience in business and he specializes in raising finance. He has co-founded 6 companies together with his wife Gisela. Daniel is also the CEO and chairman of the board of the Swedish Wealth Institute AB that supports entrepreneurs and investors by bringing the teaching of experts from all over the world to the Nordics, among the partners they work with are Rich Dad Organisation, Kim Kiyosaki, Randy Zuckerberg, Success Resources, and through them Tony Robbins. For more information, visit https://momentumpropertyeducation.com, like Momentum Property Education on Facebook, and listen to the Momentum Investing podcast on your preferred platform.
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
Alok Jain, founder of Weekend Investing in D-Street Talk podcast with Moneycontrol explained how he is helping his clients to glide through the volatility in the markets.
On today's show, Michael and Ben talk with Joe Terranova of Investment Partners about the lessons from 2020, and the launch of his new investment ETF. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
Welcome to Finance and Fury. This episode is about what is momentum investing and can this be the best investment strategy in a world where fundamentals mean nothing? Over the past few years – value managers – or those that try to estimate the fair value of a company and base their purchasing decisions around this have struggled to provide alpha – Alpha is the returns above the benchmark – or the index – and those active managers trying to provide value through buying undervalued companies – or those that have had short term losses – so their prices are below their fair valuations – have failed to see the rebound in prices expected from following this strategy So returns have been minimal One alternative strategy which has provided better returns over the past few year on average has seemed to be buy those companies not based around fundamentals but with momentum – i.e. what others are buying and hold these for a while to ride the wave up What is momentum investing - is a system of buying shares that have had high returns over the past three to twelve months, and selling those that have had poor returns over the same period – Seems antithetical to the age old saying of buy low and sell high – as here you are looking at a strategy that is selling low or buying high – based around the returns over a 3 – 12-month time frame – Now – there is no single consensus that exists about the validity of this strategy – but recently it has been a viable strategy for a handful of shares – At large - economists have trouble reconciling this phenomenon – I am someone in this same boat – For standard market theory - when using something like the efficient-market hypothesis – momentum strategies shouldn’t be able to provide much in the way of alpha – however there are two main hypotheses have been used to explain this effect in terms of an efficient market - The first - it is assumed that momentum investors bear significant risk for assuming this strategy, and, therefore, the high returns are a compensation for the risk – in other words – more risk, more reward However – at the same time - Momentum strategies often involve disproportionately trading in shares that have a high bid-ask spreads – everyone is trying to get into them so the buyers have to buy above a price what they may otherwise wish so it is important to take transactions costs into account when evaluating momentum profitability The second theory assumes that momentum investors are exploiting behavioural shortcomings in other investors, such as investor herding, investor overreaction and confirmation bias - Hence – from this theory – there is a greater downside – that through buying into a share that has risen significantly over the past 3-12 months may result in greater long-term losses – Reminder – that there are plenty examples of this – A2M is one – others in the market – but those companies that seem to be having a massive rise in prices (which does result in returns) off speculation – what can eventually fall apart Looking back in time – the history - Richard Driehaus is sometimes considered the father of momentum investing – similar to how Benjamin graham is considered the grandfather of value investing but the strategy can be traced back before Driehaus – and in the previous market participants view - this strategy takes exception with the old stock market adage of buying low and selling high. According to Driehaus, "far more money is made buying high and selling at even higher prices." There are some reasons as to why momentum may become more of a viable strategy to trade moving forward Over the years though – technology has improved – so has the availability to trade – In the past – going back 30 years, especially before the internet – only professional investors, or those with access to brokers or other professional investors guiding the way could generally buy shares – and back then – with these gate keepers leading the way - buying a company with a negative -100X PE may be considered crazy - But from the late 2000s - computer and networking speeds increase each year, there were many sub-variants of momentum investing being deployed in the markets by computer driven models – not only from within broker models but from without – as access to trading became available to everyone Some of these operate on a very small-time scale, such as high-frequency trading, which often execute dozens or even hundreds of trades per second So not only is it that more people can now buy shares – but computers and algorithmic trading can occur – for an AI – they may not care about fundamentals at all – if the price growth is there through momentum – they will jump in as well – pushing up prices further So this increase in access and technology may have given a rise to momentum investing – essentially every one has access to jumping on any bandwagon of shares Although this is a re-emergence of an investing style that was prevalent in the 1990s – just a side note - that ETFs for this style of momentum investing began trading in 2015 So a lot of shares that are in the top of an index – or in a index in general – have a ride up as people are buying the index – if you buy the VAS – you are buying 10% of CSL – so if 10,000 people buy VAS – all putting down a few thousand – at an average of $5k – that is an easy $5m to the market cap But on top of this – momentum specific ETFs are now available But there are some studies conducted on the specific advantage of following a trend - Looking back at the historical precedence that point towards to value of momentum investing – few studies looking at this strategy give average returns of 1% per month for the following 3–12 months when back testing data This finding has been confirmed by many other academic studies, some even going back to the 19th century But it is important to note – that turnover tends to be high for momentum strategies – or in other worlds high levels of buying and selling the investing – so it isn’t a buy and hold strategy if it is to work out well as these studies have anticipated So this high level of turnover has the potential to reduce the net returns of a momentum strategy This can go even further – as if you account for transaction costs as well as capital gains taxes – these can wipe out momentum profits There is another empirical study of this strategy covering over a century of data showed just how consistently well it performs – this was done by London Business School researchers Dimson, Marshand Staunton – looked back at market performance since 1900 - They constructed investment portfolios by selecting 20 top performing shares in the previous 12 months from among UK’s 100 largest publicly trading firms, and compared their performance to portfolios of 20 worst performers, re-calculating the portfolios every month. They found that lowest-performing stocks would have turned £1 invested in 1900 into £49 by 2009. By contrast, the top performers would have turned £1 into £2.3 million, a 10.3% difference in compound annual rate of return This is all well and good when back testing data – as you know what the best performing shares have been In a 2014 study called 'fact, fiction, and momentum investing' - 10 issues with regards to momentum investing, including transaction costs were identified – don’t have time to cover this fully -if you are interested would suggest going and checking this out - Does point out some downsides – such as the performance of momentum shares – epically that occur with occasional as large market crashes One example of this is in 2009, momentum style shares experienced a crash of -73.42% in three months from the initial crash – This downside risk of momentum can be reduced with a so called 'residual momentum' strategy in which only the stock specific part of momentum is used – where you buy a specific share that has momentum whilst allocating the rest of your portfolio based around fundamentals A momentum strategy can also be applied across industries and across markets to individual specific shares - Lets look at one example of this – and maybe the best example of the past few years – Tesla – I have been sceptical of TSLAs price rise over the years – that is because there has been little in term of fundamentals to give rise to these price increases They get positive cashflows from selling government credits – there is also a lot of speculation that they will make up a decent chunk of the car market share in the future - But - tsla and the power of momentum investing have proven to be a great investment – requiring no actual thought but simply following a trend – the more you think about it – the more TSLA looks like a sell – or a short sell when framing this decision based around fundamentals – but simply buying into this trend as part of a momentum strategy wouldn’t have provided a dependent return – but again – the fundamentals aren’t there to justify their current prices - In comparison - Last week Tesla’s market cap was siting at around $606 billion USD – this now has surpassed that of Toyota, General Motors, Daimler, VolksWagen, BMW, Honda and Ford combined – which are sitting at around $578.2 billion Obviously – TSLA should produce more cars and revenues than all of the above – but - Where does Tesla rank compared to other auto companies – VW, Toyota, Daimler – top 3 – top two around 10.5m cars each year – TLS made 380k cars a year This yet again underscores the power of market trends and the momentum investing strategy Comparing the returns over the past 10 years – the S&P500 has had a cumulative return of around 300% Overall though – car manufacturers have lagged this return If you invested $1 in Toyota – you would have $2 today – Ford – investment would be $0.5 – the others are about even – Investing in TSLA would have given you $120 – which is a huge return in comparison But when comparing a purchase into TSLA versus Toyota - Tesla’s valuation would be hard to justify these returns based around any rational basis – however - the undeniable reality is that Tesla has massively outperformed it peers – a trend that’s held throughout the past decade Looking at the power of momentum investing – which is the power of a trend There is a recurring theme within markets – in particular with some companies and their performances - that markets move in trends When trends get going - they can blow out any notions about rational valuation So Momentum investing, a variant of trend following, seeks to systematically pick such ascendant stocks and hold them for as long as they outperform. The benefit of a trend follower and momentum investor is that you don’t need exert yourself to determine the right valuations at which to buy or sell assets the market through the trend communicate to us which assets are in favour and which are not It may seem very simplistic - but with CBs having injecting liquidity and cash rates being so low – there is evidence supporting this approach Momentum investing can work – but it – requires some specific selection - if you systematically picked the best performing shares and invested in them regardless of what you thought about the companies in question, their valuation, products or management teams – that is momentum investing Thank you for listening to today's episode. If you want to get in contact you can do so here: http://financeandfury.com.au/contact/
This week we talk about the state of the market in terms of market leadership. Momentum investing has pitfalls. Inherently, momentum always comes to an end. A long-time skeptic of Tesla, Morgan Stanley upgrades Tesla, and we tell you why they have had a change of heart. There's never been a better time to think about using a Roth IRA to yourself against future tax increases. We cover a few strategies in this week's show. Email us at yourmoneydewitt@gmail.com if you would like us to cover a topic or have any questions or feedback. Enjoy!
In this episode, Shray and Anoop discuss momentum investing and how we implement it as portfolios at Capitalmind.
In questa puntata di Incassaforte Pod iniziamo rispondendo a Francesco, che investe con una asset allocation molto sensata, ed a Antonio, che ci chiede come gestire i risparmi una volta che si arriva in età più avanzata. Per finire, commentiamo una intervista rilasciata al Sole 24 Ore da Davide Biocchi, che si vanta di investire in modo opposto a Warren Buffett. I consigli della settimana sono: Andrea: l'app ufficiale della NBA, tramite la quale si può acquistare il League Pass per vedere i playoff. Pochi sanno che si può comprare anche solo un mese, evitando esborsi astronomici. Carlo: The Boys, serie TV di Amazon Prime. Tommaso: Dialoghi, di Robert McKee, dove vi si insegna l'arte di far parlare i personaggi di film/libri/serie. Vi ricordiamo che e' in corso la campagna KickStarter per Valraven, il nuovo boardgame di Tommaso. Mancano solo 3 giorni quindi sbrigatevi che dobbiamo comprare la Porsche! Questo ed altro nella nuova puntata di Incassaforte Pod, il podcast di incassaforte.com. Come sempre, potete scaricarlo ed iscrivervi su iTunes e Spotify, oppure sulla pagina di Podbean.
Thursday evening the stock market unexpectedly had a steep selloff. We discuss the potential causes of this and why I think it's momentum investing. We also look at why Warren Buffett is buying STORE Capital. And, is the video streaming market already saturated? Enjoy the content? Subscribe to get more episodes: https://bit.ly/2xwiNdj ► View My Portfolio: https://m1finance.8bxp97.net/9RPZj ► Discord + Portfolio website: https://www.patreon.com/josephcarlson ► M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow Apple Podcast: https://podcasts.apple.com/us/podcast/the-joseph-carlson-show/id1469457886 00:00 - Intro 03:12 - Momentum investing 13:22 - STORE Capital, why I'm buying 30:15 - How to avoid panic selling 36:35 - Is streaming already saturated? Have a question for me? Email me: joseph@josephcarlsonshow.com (I won't share your name if I use your question on the show) This show is for entertainment purposes only and not to be considered financial advice. Some of the links above are affiliate links that help financially support the channel at no cost to you.
Thursday evening the stock market unexpectedly had a steep selloff. We discuss the potential causes of this and why I think it's momentum investing. We also look at why Warren Buffett is buying STORE Capital. And, is the video streaming market already saturated? Enjoy the content? Subscribe to get more episodes: https://bit.ly/2xwiNdj ► View My Portfolio: https://m1finance.8bxp97.net/9RPZj ► Discord + Portfolio website: https://www.patreon.com/josephcarlson ► M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow Apple Podcast: https://podcasts.apple.com/us/podcast/the-joseph-carlson-show/id1469457886 00:00 - Intro 03:12 - Momentum investing 13:22 - STORE Capital, why I'm buying 30:15 - How to avoid panic selling 36:35 - Is streaming already saturated? Have a question for me? Email me: joseph@josephcarlsonshow.com (I won't share your name if I use your question on the show) This show is for entertainment purposes only and not to be considered financial advice. Some of the links above are affiliate links that help financially support the channel at no cost to you.
Momentum is a thing. For investors using momentum investing strategies in India, things have gotten even better this year. The Nifty Alpha 50 index has risen 79% from its March lows. Tune in to find more here.
Property Investing - Buy a property, refurb the property, rent out the property and get passive income for life. Isn't that the model? Does it always work out that way? Sometimes Property Investing doesn't go smoothly, sometimes the Cashflow isn't what you expected it to be. What do you do then? Ben Chai shares what can go wrong in property investing and how to fix it in this very exciting episode of the Momentum Investing podcast!
Do You Want More Rent Without Spending More on Refurb? In this exciting episode Jessica Olsson-Zabel shows you how you can with some smart designs get higher valuations, higher rents and make more money - without spending more on your refurb! Excited! I hope so, this is an amazing episode! Subscribe to the Momentum Investing podcast to keep learning and growing!
Momentum investing is difficult to understand for many investors. While a concept like value that involves trying to buy stocks at a discount to what they are worth resonates with many, the idea of betting that stocks that have already gone up will go up more can be much more difficult to understand. In this episode, we take an in depth look at momentum investing. We discuss why momentum works, the different types of momentum, and some of the drawbacks of a momentum based approach. We also talk about some additional variables that can potentially enhance a momentum approach like fundamental momentum and momentum consistency. 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 http://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
Many think that the fastest way to make money in property is to acquire, refurbish and then sell on. But as Simon discusses this week, there might be a more powerful strategy available to you; one that will allow you to recycle the cash you already have invested, and which uses momentum to super-charge your portfolio in no time. KEY TAKEAWAYS Equipping yourself with as much education as possible from the outset will ensure that you have a wealth of strategies to call upon when for each opportunity. Often, people make the mistake of not factoring in long-term capital growth when deciding upon the fate of a property that’s up and running. Momentum investing is the art of discovering a motivated seller, obtaining their property for a discount, and then re-mortgaging within months so as to release the investment capital for future ventures. Rather than simply putting money into a property and leaving it there, you can force the appreciation through creative thinking and strategies. BEST MOMENTS ‘You make your decisions based on the knowledge you have at the time’ ‘We want to hold property long-term’ ‘Letting time work its magic is a great strategy’ VALUABLE RESOURCES To access Simon’s online training course, go to www.HMOcourse.co.uk Property Magic: How to Buy Property Using Other People's Time, Money and Experience by Simon Zutshi iphone: http://bit.ly/pinAPP1 Android https://bit.ly/pinAPP2 Register at Mindset For Property at - www.mindsetforproperty.co.uk PIN Meeting - www.pinmeeting.co.uk (Use ZUTSHI as your voucher code to get your first meeting for free) ABOUT THE HOST Simon Zutshi, experienced investor, successful entrepreneur and best-selling author, is widely recognised as one of the top wealth creation strategists in the UK. Having started to invest in property in 1995 and went on to become financially independent by the age of 32. Passionate about sharing his experience, Simon founded the property investor’s network (pin) in 2003www.pinmeeting.co.uk. pin has since grown to become the largest property networking organisation in the UK, with monthly meetings in 50 cities, designed specifically to provide a supportive, educational and inspirational environment for people like you to network with and learn from other successful investors. Since 2003, Simon has taught thousands of entrepreneurs and business owners how to successfully invest in a tax-efficient way. How to create additional streams of income, give them more time to do the things they want to do and build their long-term wealth. Simon’s book “Property Magic” which is now in its sixth edition, became an instant hit when first released in 2008 and remains an Amazon No 1 best-selling property book. Simon launched his latest business, www.CrowdProperty.com, in 2014, which is an FCA Regulated peer to peer lending platform to facilitate loans between private individuals and property professionals. CONTACT METHOD Contact and follow Simon here: Facebook: http://www.facebook.com/OfficialSimonZutshi LinkedIn: https://www.linkedin.com/in/simonzutshi/ YouTube: https://www.youtube.com/SimonZutshiOfficial Twitter: https://twitter.com/simonzutshi Instagram: https://www.instagram.com/simonzutshi/
In dieser Podcast-Folge erzählt Robert eine wahre Geschichte. Es geht darum, wie der Profi-Tänzer und Hobby-Trader Nicolas Darvas in den 50er Jahren aus $2.000 einen Betrag von $2Mio. gemacht hat. Außerdem spricht Robert darüber, was man aus dieser wahren Geschichte auch heute noch lernen kann. -- Über MONEY MASTERS Germany: Wir sind Privatinvestoren, die auf der vielleicht nie endenden Suche nach der optimalen Art und Weise, Kapital zu investieren und dabei zu sichern und gleichzeitig zu vermehren, sind. Was wir dabei gelernt haben, möchten wir mit euch teilen. Die Themen umfassen die Geldanlage in Wertpapiere (Aktien und Anleihen). Genauso wie wir auch über das Investieren in Immobilien sprechen. Besonderes Augenmerk liegt dabei auf Value Investing à la Warren Buffett, Momentum Investing, Trading, Trend-Following, Optionshandel, Factor-Investing, passives Investieren mit ETFs, Duales Momentum Investing à la Gary Antonacci, und und und. mehr zu MONEY MASTERS findet ihr hier: www.money-masters.de
Interview mit Dr. Miguel Vaz zu Themen wie Crypto-Currencies, Bitcoin, Etherium, Blockchain, DLT, usw. Wie werden sich die Kapitalmärkte ändern und welchen Einfluss haben diesen neuen Technologien auf die Realwirtschaft? Werden digitale Währungen zum neuen Standard? Wird es bald Crypto-ETFs geben? Sollen wir jetzt in Bitcoin investieren? etc. -- Über MONEY MASTERS Germany: Wir sind Privatinvestoren, die auf der vielleicht nie endenden Suche nach der optimalen Art und Weise, Kapital zu investieren und dabei zu sichern und gleichzeitig zu vermehren, sind. Was wir dabei gelernt haben, möchten wir mit euch teilen. Die Themen umfassen die Geldanlage in Wertpapiere (Aktien und Anleihen). Genauso wie wir auch über das Investieren in Immobilien sprechen. Besonderes Augenmerk liegt dabei auf Value Investing à la Warren Buffett, Momentum Investing, Trading, Trend-Following, Optionshandel, Factor-Investing, passives Investieren mit ETFs, Duales Momentum Investing à la Gary Antonacci, und und und. mehr zu MONEY MASTERS findet ihr hier: www.money-masters.de
Eine Sondermeldung zum Corona-Virus (COVID-19) und die Auswirkungen auf den Aktienmarkt. Eine Krise ist immer auch eine Chance. Man muss sie aber auch nutzen! -- Über MONEY MASTERS Germany: Wir sind Privatinvestoren, die auf der vielleicht nie endenden Suche nach der optimalen Art und Weise, Kapital zu investieren und dabei zu sichern und gleichzeitig zu vermehren, sind. Was wir dabei gelernt haben, möchten wir mit euch teilen. Die Themen umfassen die Geldanlage in Wertpapiere (Aktien und Anleihen). Genauso wie wir auch über das Investieren in Immobilien sprechen. Besonderes Augenmerk liegt dabei auf Value Investing à la Warren Buffett, Momentum Investing, Trading, Trend-Following, Optionshandel, Factor-Investing, passives Investieren mit ETFs, Duales Momentum Investing à la Gary Antonacci, und und und. mehr zu MONEY MASTERS findet ihr hier: www.money-masters.de
In dieser Folge sprechen wir über eine sehr bekannte Investment-Strategie namens "CAN SLIM". Die Strategie wurde von William O'Neil entwickelt und kombiniert fundamentale Analyse mit Chart-Technik. Dabei geht es v.a. darum Wachstumstitel auswzuwählen und dann deren Trend zu folgen. Außerdem sprechen wir in dieser Folge über die Auswirkungen des Corona-Virus auf den Aktienmarkt. -- Über MONEY MASTERS Germany: Wir sind Privatinvestoren, die auf der vielleicht nie endenden Suche nach der optimalen Art und Weise, Kapital zu investieren und dabei zu sichern und gleichzeitig zu vermehren, sind. Was wir dabei gelernt haben, möchten wir mit euch teilen. Die Themen umfassen die Geldanlage in Wertpapiere (Aktien und Anleihen). Genauso wie wir auch über das Investieren in Immobilien sprechen. Besonderes Augenmerk liegt dabei auf Value Investing à la Warren Buffett, Momentum Investing, Trading, Trend-Following, Optionshandel, Factor-Investing, passives Investieren mit ETFs, Duales Momentum Investing à la Gary Antonacci, und und und. mehr zu MONEY MASTERS findet ihr hier: www.money-masters.de
In dieser Folge sprechen Erich und Robert darüber, mit welchem Trick wirklich jeder wie die besten Hedgefonds-Manager der Welt investieren kann. Dabei wird auch geklärt: Was sind überhaupt Hedgefonds (bzw. "Hedge Funds") und ist es sinnvoll, sein Geld von Hedgefonds verwalten zu lassen? Des Weiteren werfen wir einen Blick zurück auf das Jahr 2019 und schauen uns an, wie die Aktienmärkte und speziell unsere Strategie "Dual Momentum Investing" (bzw. "Doppeltes Momentum") im letzten Jahr performt hat. -- Über MONEY MASTERS Germany: Wir sind Privatinvestoren, die auf der vielleicht nie endenden Suche nach der optimalen Art und Weise, Kapital zu investieren und dabei zu sichern und gleichzeitig zu vermehren, sind. Was wir dabei gelernt haben, möchten wir mit euch teilen. Die Themen umfassen die Geldanlage in Wertpapiere (Aktien und Anleihen). Genauso wie wir auch über das Investieren in Immobilien sprechen. Besonderes Augenmerk liegt dabei auf Value Investing à la Warren Buffett, Momentum Investing, Trading, Trend-Following, Optionshandel, Factor-Investing, passives Investieren mit ETFs, Duales Momentum Investing à la Gary Antonacci, und und und. mehr zu MONEY MASTERS findet ihr hier: www.money-masters.de
In this episode, you'll learn:What is factor investing?Which factors have historically performed best?Which factors perform best in bear markets?Should you invest in one or multiple factors at the same time?Ask The Investors: What is the Relative Strength Indicator, and how do I use it? BOOKS AND RESOURCES MENTIONED IN THIS EPISODETweet directly to Jack VogelJack Vogel’s website, Alpha ArchitectJack Vogel’s tool and articles about factor investing.Andrew Berkin’s book, A complete guide to factor-based investing – Read Reviews of this book Sign up to the TIP live event in Los Angeles with Stig and David by emailing stig@theinvestorspodcast.comJoin the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting Download your free audio book at Audible.Find the best job candidate at Ziprecruiter.Compare and buy life insurance the easy way with Policygenius.Send money abroad the smart way with Transferwise.Be prepared for the unexpected with AirMedCare Network.Move your business to the cloud with Netsuite.Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.
In dieser Folge interviewt Robert einen Experten zum Thema Geld - den Volkswirtschaftler Dr. Dirk Ehnts. Dr. Ehnts ist ein deutscher Vertreter der "Modern Monetary Theory" und hat hierzu mehrere Bücher geschrieben. Momentan lehrt er an der TU Chemnitz. In diesem Interview geht es um Fragen wie: - Was ist Geld? - Wie entsteht Geld? - Welche Auswirkungen haben hohe Staatsschulden auf die Gesellschaft? - Wie sicher ist der Euro? - Musste es zu der Eurokrise kommen? - Wie wird das Geld der Zukunft aussehen? - Worauf muss der private Sparer achten? -- Über MONEY MASTERS Germany: Wir sind Privatinvestoren, die auf der vielleicht nie endenden Suche nach der optimalen Art und Weise, Kapital zu investieren und dabei zu sichern und gleichzeitig zu vermehren, sind. Was wir dabei gelernt haben, möchten wir mit euch teilen. Die Themen umfassen die Geldanlage in Wertpapiere (Aktien und Anleihen). Genauso wie wir auch über das Investieren in Immobilien sprechen. Besonderes Augenmerk liegt dabei auf Value Investing à la Warren Buffett, Momentum Investing, Trading, Trend-Following, Optionshandel, Factor-Investing, passives Investieren mit ETFs, Duales Momentum Investing à la Gary Antonacci, und und und. mehr zu MONEY MASTERS findet ihr hier: www.money-masters.de
In this episode, you'll learn:The group’s intrinsic value assessment of $T, $STMP, and $RELIANCEWhy now is the time to short Vonage Holdings Corp?Why activist Elliot Management is taking a position in AT&TWhy Stamps.com might still be undervalued after the stock just soared 60%If Reliance Industries Limited is the Alibaba of IndiaAsk The Investors: How do I read the earnings statement for Berkshire Hathaway? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig's free resource, The Intrinsic Value IndexSubscribe to Preston and Stig's free Intrinsic Value AssessmentsRead Tobias Carlisle's prospectus for his ETF: ZIGTobias Carlisle's new Podcast, The Acquirers PodcastHari's Blog: BitsBusinessStig and Tobias Carlisle’s episode on value investing and the current market conditions.Preston and Stig’s intrinsic assessment of Stamps.comTobias Carlisle's book, The Acquirer's Multiple - Read reviews of the bookTobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.comTweet directly to Tobias CarlisleTweet directly to Hari Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting Download your free audio book at Audible.Find the best job candidate at Ziprecruiter.Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.Increase the efficiency of your web team with Pantheon.Be prepared for the unexpected with AirMedCare Network.Move your business to the cloud with Netsuite.
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Matt Harris is a Partner @ Bain Capital Ventures, a leading US venture fund with a portfolio that includes the likes of LinkedIn, Lime, SendGrid, Jet.com and more incredible companies. As for Matt, he specialises in financial technology and services and has led investments in the likes of Acorns, OpenFin, SigFig, Ribbon and Billtrust. Prior to joining BCV, Matt founded Village Ventures, which he ran for 12 years and where he focused on early-stage fintech investing. Before Village Matt actually started his investing career Bain Capital private equity in 1995. In Today’s Episode You Will Learn: 1.) How Matt made his way into the world of venture from private equity and what led him to specialise as he has done in the world of fintech? 2.) How did seeing the boom and bust of the dot com impact Matt's investing mindset today? How has Matt's fear of the cyclicality of markets actually lost him a lot of money in the past? What has that taught Matt on trying to time markets? What were the main takeaways for Matt from running his own firm? How does it differ to a partnership? 3.) Why does Matt believe we are seeing late-cycle momentum investing today? What is the evidence to suggest this? How does Matt think about the right cadence to invest through market cycles? What does Matt mean when he says, "Series A valuation does not matter anymore"? Why? How does Matt assess his own price sensitivity today? 4.) Why does Matt believe that investing in improbable ideas is a good strategy? What does this mean the internal investment decision-making process looks like at Bain? Why is full consensus sometimes a concern? How does Matt approach market sizing? Why does it not matter at Series A? When does it really start to matter? 5.) Matt has said before that "backing sociopaths can work". What did he mean by this? What founder type does Matt most like to back? Does one have to manage the relationship with them very differently to other founder types? What are the acceptable risks vs unacceptable risks with this founder type? Items Mentioned In Today’s Show: Matt’s Fave Book: The Third Plate: Field Notes on the Future of Food Matt’s Most Recent Investment: Finix As always you can follow Harry, The Twenty Minute VC and Matt on Twitter here! Likewise, you can follow Harry on Instagram here for mojito madness and all things 20VC.
Here to Thrive: Tips for a Happier Life | Self Help | Spirituality | Personal Development
In this episode Kate is discussing the difference a little positive momentum can have, especially when we're considering the trajectory your life is on and where you'll be in 1, 2, or 5 years if you keep on the same path. Specifically this episode discusses: The Spiral of MomentumThe difference between Positive, Stagnant and Negative momentumWhat to do when you recognize you've fallen into a negative spiralAnd so much more. To learn more about Kate, her one-to-one coaching or her group workshops, head to www.thrive.howTo leave a review in iTunes head to www.thrive.how/reviewAnd to find Kate on Instagram: https://instagram.com/kate.snowise See acast.com/privacy for privacy and opt-out information.
How momentum investing works, what are some of the challenges in implementing it, and how can individuals use momentum in their investment portfolios.Topics covered in this episode include:What is momentum investing and why does it theoretically deliver excess return.Why do momentum strategies suffer through periods of horrendous losses.Why high trading costs and selling a position can be challenges to successfully implementing momentum strategies.What are examples of momentum oriented funds and ETFs.How momentum can be used for making asset allocation decisions and adjusting portfolio risk.Thanks to The Great Courses Plus and Netsuite for sponsoring the episode.For show notes and more information on this episode click here.[0:18] Momentum investing consistently outperforms the market.[5:04] Why does momentum investing work?[7:31] The three challenges of the momentum investing phenomena.[12:50] What happens if investor behavior changes?[14:24] Tactics for implementing momentum into your own portfolio.[20:02] Using dual momentum to move in and out of asset classes.[23:55] Utilizing momentum investing as a swing vote.[28:01] How David uses momentum investing in his portfolio.
Ryan and Jack discuss three articles published on our blog this week. First, they examine a paper by Linda Zhang investigating the volatility of leveraged ETFs. Second, they discuss an article (and corresponding video and PPT slides from Wes) examining stock momentum strategies. The talk is titled "Momentum Investing, Simple, but not Easy". Last, they examine an article by Aaron Brask examining the value of retirement accounts--this article, along with the prior one, is a must read for those interested in better understanding the benefits of retirement accounts. Links to the post are below for those interested in digging into the details! Video Links/Notes: Leveraged ETFs and Volatility Jumps: https://alphaarchitect.com/2018/09/17/leveraged-etfs-and-volatility-jumps/ Momentum Investing, Like Value Investing, is Simple, but NOT Easy: https://alphaarchitect.com/2018/09/18/momentum-investing-like-value-investing-is-simple-but-not-easy/ Illustrating the Value of Retirement Accounts: https://alphaarchitect.com/2018/09/19/illustrating-the-value-of-retirement-accounts/ Past related article by Aaron: https://alphaarchitect.com/2018/04/19/quantifying-value-retirement-accounts/
Ryan and Jack discuss three articles published on our blog this week. First, they examine a paper by Linda Zhang investigating the volatility of leveraged ETFs. Second, they discuss an article (and corresponding video and PPT slides from Wes) examining stock momentum strategies. The talk is titled "Momentum Investing, Simple, but not Easy". Last, they examine an article by Aaron Brask examining the value of retirement accounts--this article, along with the prior one, is a must read for those interested in better understanding the benefits of retirement accounts. Links to the post are below for those interested in digging into the details! Video Links/Notes: Leveraged ETFs and Volatility Jumps: https://alphaarchitect.com/2018/09/17/leveraged-etfs-and-volatility-jumps/ Momentum Investing, Like Value Investing, is Simple, but NOT Easy: https://alphaarchitect.com/2018/09/18/momentum-investing-like-value-investing-is-simple-but-not-easy/ Illustrating the Value of Retirement Accounts: https://alphaarchitect.com/2018/09/19/illustrating-the-value-of-retirement-accounts/ Past related article by Aaron: https://alphaarchitect.com/2018/04/19/quantifying-value-retirement-accounts/
The momentum strategy has a lot of support both in academia and among traders as a generator of excess return, but will investors apply the methodology correctly over a multi-decade career? This podcast (5:19) argues that momentum investing feels like a get-rich-quick scheme based on seemingly simple trend-following when, ironically, a get-rich-slow scheme is available to all.
Download Richard Smiths' free report and try his system free for 30 daysRichard Smith's BlogDaniel Crosby’s book, The Behavioral Investor – Read reviews of this bookSolve your long list of must-reads once and for all with Blinkist.Find the best job candidate at Ziprecruiter.Refinance your student loan with First Republic.Move your business to the cloud with Netsuite.Access a world of knowledge with The Great Courses Plus.Home security done right with SimpliSafe.Watch Billions only at STAN.Simplify writing for you and your team with Grammarly.Get quality shaving at a fair price with Harry's.Join Stig and Evan Goldberg at the SuiteWorld Conference this April 2019 + Get to meet and greet Stig afterwards! Learn more here.
Don discusses the weak facts that financial publications use to incite fiscal fear plus: Caring for aging parents: what are some of your options. The importance of having a good elder law attorney. When you’re buying something, find out what you’re paying for. The tricks of the auto service industry. The 10th anniversary of the current bull market. Don’s opinion of momentum investing: advantages and risks. The biggest problem with the financial services industry in this country. Annuity or invest: Making a decision based on lifestyle and not on money.
Tommy discusses momentum investing.
IN THIS EPISODE: On today’s show we will be talking to Rodrigo Gordillo, Co-Founder, Managing Partner & Portfolio Manager of ReSolve Asset Management and co-author of the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – and Bad. During this episode you’ll hear: How growing up in Peru and migrating to Canada in the late 80s was a formative period in his life as it pertains to his career choice How this impacted how he chose to look at the investment problem His unique approach to risk management that goes beyond being global and focusing on momentum The types of portfolios likely to produce positive results for investors during this stretch in the current equity market Why so many investment advisors still hold tightly to the traditional methods and trends Potential impacts that investors who are moving from the accumulation phase to the distribution phase of their lives experience Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. RESOURCES: Rodrigo is a Co-Founder, Managing Partner & Portfolio Manager of ReSolve Asset Management and has over 13 years of experience in investment management. He has co-authored the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – and Bad (Wiley) as well several whitepapers and research focused on adding new insights to the quantitative global asset allocation space. Rodrigo began his career on the institutional side with John Hancock before transitioning to the ultra-high net worth space at a boutique wealth management firm. Subsequently, Rodrigo, along with his partners, Mike and Adam, continued to evolve their quantitatively focused investment methodology as Portfolio Managers at Macquarie Private Wealth and Dundee Goodman Private wealth before launching ReSolve Asset Management in 2015. Specialties: Adaptive Asset Allocation, Global Tactical Asset Allocation, Asset Allocation, Global Market Portfolio, Risk Parity, Systematic Investing, Momentum Investing, Portfolio Optimization, & ETFs.
Last summer, as part of my long-standing goal to get more cultured, I read the novel War and Peace by Leo Tolstoy. While many people make fun of its extravagant length, it is actually a great yarn, full of wisdom, intrigue and the flavor of old Russia.
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.
On today's episode we talking to Dr. Richard Smith. Smith is an expert at momentum investing and is the founder of the popular investing website, TradeStops. During the discussion Dr. Smith talks about the current market conditions and which industries might perform the best for the rest of 2018.Here are the links for discounts from our sponsors:Know when to buy and sell based on statistics and momentum w/ TradeStopsDownload your free audio book at AudibleCreate original investment research with INVRSFind the best job candidate at ZiprecruiterIn this episode, you'll learn:Why you should use a moving average in your trading strategyWhy there is price momentum is energy and small-cap stocks right nowHow to think about volatility and position sizeWhy Warren Buffett is buying more stock in Apple and why you should use the same investing principle
Note: This Episode of Flippening is Made Possible by Nomics' free Cryptocurrency and Bitcoin API.The Nomics API offers squeaky clean and normalized primary source cryptocurrency trade data offered through fast and modern endpoints. Instead of having to integrate with a bunch of exchange APIs of varying quality, you can get everything through one screaming fast firehose. If you’ve found that you or your developer has to spend too much time cleaning up and maintaining cryptoasset datasets, instead of identifying investing/trading opportunities . . . or if you’re tired of interpolated data and want raw primary source trades delivered simply and consistently, with top-notch support and SLAs, then check us out at Nomics.com.My guest today is Ari Nazir and this is one of our top 3 episodes to date.Ari is a founder and managing partner at Neural Capital. I met Ari in part because I’m a limited partner in Protocol Ventures, which we covered in a previous episode. Protocol Ventures is a Fund of Funds with a portfolio that includes prominent crypto asset hedge funds like BlockTower Capital, Metastable, PolyChain, and Ari’s Neural Capital. As an LP of protocol ventures, I get to see how these funds are performing; these reports made it clear to me that I needed to have Ari on the show. Ari is without a doubt one of the top minds in crypto investing, and I think you’ll find this episode to be as funny as it is informative.
In today's episode we talking to Dr. Richard Smith. Smith is an expert at momentum investing and is the founder of the popular investing website, TradeStops. During the discussion Smith explains how a firm understanding of volatility and statistics can enable momentum investors an edge in determining entry and exit points into stocks that are selected based on fundamental advantages.In this episode, you'll learn:How to trust math and not emotions in your portfolioHow to mix billionaires’ stock picks with price momentumWhich sectors have the right trend during March 2018If the price action on Bitcoin and other currencies signals bear or bull
On today's show we bring back a popular guest, Dr. Wesley Gray. He has an interesting approach that's a mix between value and momentum investing. Dr. Gray discovered this approach after conducting years of research and backtesting of both styles of investing. The strategy allows him to buy undervalued stocks and also hedge the markets simultaneously.Be sure to click here to get access to the detailed show notes.
Gary Antonacci is an author, consultant, and public speaker on momentum investing. He introduced the investment world to dual momentum which combines relative strength price momentum with trend following absolute momentum. He is the author of the award-winning book, Dual Momentum Investing: An Innovative Approach for Higher Returns with Lower Risk. On this episode, he explains the fundamentals of momentum investing, its history, and its market efficiency. He also explains the relationship between momentum investing and trend following, his stand on the efficient market hypothesis, and the best application of momentum investing. Listen in and learn from the foremost authority on the practical applications of momentum investing. Links: Website - Optimalmomentum.com Dual Momentum Research - Dualmomentum.net Book: Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk Discussed: ILAB 45 – Behavioral Finance and How Betterment is Optimizing Around It ILAB 73 – Trend Following: How to Profit with Michael Covel Where we are: Sam Marks - United States Johnny FD - Southeast Asia Time Stamps: 02:12 – What is Dual Momentum Investing? 03:59 – What are Relative and Absolute Momentum? 08:28 – Fundamentals of Momentum Investing 08:57 – Efficient Market Hypothesis 11:18 – Market efficiency today vs. 30 years ago 13:56 – Relationship between Momentum Investing and Trend Following 15:41 – Relative Momentum vs. Absolute Momentum 17:13 – Geographically diversified stock industry 18:16 – History of Momentum Investing 23:39 – Recommendations 27:14 – Dual and Absolute Momentum 30:51 – How do you know when to get out? If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.
In our 16th episode, we present to you, Mr. Alok Jain. Eugene Fama the father of Efficient Market hypothesis openly admitted to the 02 anomalies, namely Value and Momentum. While value hunting is considered as Investing, somehow Momentum Investing almost sounds like an oxymoron. A typical buy and hold investor cannot even fathom these 02 words used in the same breath. Mr. Alok Jain backed by his back-tested automated systematic trading systems named Mi-50 and Mi-25 is here to break that myth. He demonstrated that by having a rule-based entry and exit, one can efficiently exploit this inefficiency. We at StoicInvesting.com, of course, are not endorsing his offerings; neither are we commenting on the efficacy of the strategy. Our job here is simply to present the various avenues available, different ways to skin a cat. Like our caveat says, There is only one right way, Yours. To know more about him, his background and his offerings, please feel free to explore his website, www.weekendinvesting.com
Chris, a CPA, founder and President of Cyr Financial, believes in quantitative, systematic, dynamic investment strategies. Based on Global Macro, Relative Strength, Momentum metrics and indictaors, Cyr Financial has developed strategies designed to move with the trend in the near future. Having done significant research on the subject, he discusses research he has found that provides compelling evidence of the potential productivity of the Relative Strength strategy. Anyone looking to compare "Active" investing vs. "Passive/Index" investing will find this interview to be very interesting.
In this episode (originally aired on 7/09/17), host Ron DeLegge talks about momentum investing - what it is, how it works, and whether it deserves a place in your investment strategy. Also, Ron shares tidbits from his personal library and summer reading list: "Unconventional Success" by legendary investor David F. Swensen, CIO @ Yale University. Be sure to follow us on Twitter @ IndexShow and enroll in Ron's online classes and learn how to invest the right way. www.udemy.com/user/ronald-delegge/?src=sac
In this episode you will learn: Why value investors have the perfect temperament to follow a momentum strategy.If investors can improve their momentum strategy by individual stock picking.Why Dr. Gray is long US stocks though he believes they are highly overvalued.Ask the Investors: Why and when you should consider shorting the S&P500.Ask the Investors: What moment did you decided to become a lifelong learner?Click here to get full access to our show notes.
In this episode, you'll learn: Why momentum investing is not the same as growth investingWhy value investor should consider a momentum strategy in their portfolioWhy investing is like poker, where the best players win over timeAsk the Investors: What do you look for in a 10K?Click here to get full access to our show notes.
Jim Liew, assistant professor of finance at Johns Hopkins Carey Business School Summary: Guest host Dan Rasmussen talks to Professor Jim Liew about momentum investing and crowd sentiment on the podcast. Professor Liew discusses this strategy, both the academic side and its relevance for asset management.
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