Podcast appearances and mentions of ryan kirlin

Ryan Kirlin is the President of Alpha Architect. Alpha Architect is a firm filled with top notch geniuses and researchers who produce a tremendous quantity of valuable investing research. Additionally, they are at the leading edge of an ETF revolution and produce many unique and highly useful ETFs.Ryan is an expert in ETFs and previously worked for the NYSE ETF group, where he was responsible for launching 650 ETFs. He also had past roles at RevenueShares ETFs. Ryan is a graduate of Fordham University.Links* Alpha Architect: https://alphaarchitect.com/* Ryan's Twitter feed: https://twitter.com/ryanpkirlin/DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

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 our first nine episodes of Show Us Your Portfolio, we spoke to some great investors and looked at some really interesting investment approaches. But one thing we noticed about all of those episodes is that they featured investors who were further along in their investing journeys. So we wanted to talk to someone who is earlier in the process and utilizes a thoughtful approach to growing their portfolio over the long-term. In this episode, we talk with Alpha Architect Head of Capital Markets Ryan Kirlin about how he thinks about building his personal portfolio. We discuss how he utilizes factors and trend following in his investment strategy, how he chooses the investment vehicle for his portfolio, his thoughts on bonds and crypto and a lot more. We hope you enjoy the discussion.

In today's episode Nicholas Ryder speaks with Ryan Kirlin of Alpha Architect.  As the Head of Capital Markets and Sales for Alpha Architect, Ryan has a breadth of knowledge on how markets work and the things we, as investors, take for granted.  In this episode Nicholas and Ryan dive deep into the benefits of using exchange traded funds (ETFs) for a portion of investment portfolios. Ryan shares the three biggest reasons he believes investors should use them: taxes, costs, and transparency. Please send in feedback and any topic or questions you would like us to cover.  Email Us.

Will advisors continue to use mutual funds and if so, why? In this episode of Talkin' Shop, Ryan Kirlin and Andrew Miller, CFP®, CFA® join me for a post-workout conversation about ETFs and mutual funds answering this question, along with new concerns or areas to be aware of within ETFs, with why the ETF culture is more favorable to investors, and why a strong and respected brand is so valuable.

Without question, you have heard of Exchange Traded Funds, also commonly referred to as ETFs. It's a complex topic so I brought in the best person I know to help us break it down, in plain English.  Ryan Kirlin is the Head of Capital Markets for Alpha Architect. He's also a national-caliber rowing athlete and his claim to fame is having been tested at a resting heart rate of 38 while on the U.S. team for rowing. It was the second-lowest resting heart rate recorded by the US team doctors in 40 years! Today, with Ryan's help, we’ll dig into: What exactly an ETF is How ETFs are different from a mutual fund The tax benefits of an ETF versus a mutual fund Why their popularity won't be slowing down any time soon Show Notes & Links: www.youstaywealthy.com/54 DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.

Ryan Kirlin and Dr. Jack Vogel discuss three articles published on our blog this week. First, we examine a summary by Larry Swedroe that highlights the Betting Against Beta (BAB) factor and dives into two new papers examining when the BAB factor performs well. Second, we discuss a paper titled “The Conservative Formula: Quantitative Investing Made Easy” which uses three well-known factors, (1) low volatility, (2) price momentum, and (3) payout-yield to form a 100 stock portfolio. Last, we examine a paper titled “What’s in Your Benchmark? A Factor Analysis of Major Market Indexes” authored by the BlackRock, Inc. team–they examine common market-capitalization weighted portfolios and break them down into their factor allocations using long-only and investable (1) Value, (2) Momentum, (3) Quality, (4) Size, and (5) Low Volatility portfolios. Links to the post are below for those interested in digging into the details! Video Links/Notes How Leverage Constraints Effect Mutual Fund Risk Taking (discussion of the BAB factor): https://alphaarchitect.com/2018/09/13/how-leverage-constraints-effect-mutual-fund-risk-taking/ The Conservative Formula: Quantitative Investing Made Easy https://alphaarchitect.com/2018/09/11/the-conservative-formula-quantitative-investing-made-easy/ What’s In Your Benchmark? https://alphaarchitect.com/2018/09/10/whats-in-your-benchmark/

Ryan Kirlin and Dr. Jack Vogel discuss three articles published on our blog this week. First, we examine a summary by Larry Swedroe that highlights the Betting Against Beta (BAB) factor and dives into two new papers examining when the BAB factor performs well. Second, we discuss a paper titled “The Conservative Formula: Quantitative Investing Made Easy” which uses three well-known factors, (1) low volatility, (2) price momentum, and (3) payout-yield to form a 100 stock portfolio. Last, we examine a paper titled “What's in Your Benchmark? A Factor Analysis of Major Market Indexes” authored by the BlackRock, Inc. team–they examine common market-capitalization weighted portfolios and break them down into their factor allocations using long-only and investable (1) Value, (2) Momentum, (3) Quality, (4) Size, and (5) Low Volatility portfolios. Links to the post are below for those interested in digging into the details! Video Links/Notes How Leverage Constraints Effect Mutual Fund Risk Taking (discussion of the BAB factor): https://alphaarchitect.com/2018/09/13/how-leverage-constraints-effect-mutual-fund-risk-taking/ The Conservative Formula: Quantitative Investing Made Easy https://alphaarchitect.com/2018/09/11/the-conservative-formula-quantitative-investing-made-easy/ What's In Your Benchmark? https://alphaarchitect.com/2018/09/10/whats-in-your-benchmark/

Ryan Kirlin knows ETFs. He used to work at the New York Stock Exchange, helping ETF companies launch their funds on the exchange. We talk a little bit about what Ryan's firm is "architecting" for investors, but Ryan reminds us about what he thinks is more important for investors. Then we talk about the structure of ETFs and why they might make sense in investors' portfolios.    Questions? Email me: mpolicar@hightoweradvisors.com

In Ep. 58, Tim talks with Ryan Kirlin. Ryan is the head of capital markets for Alpha Architect. During the episode, Ryan explains what an exchange traded fund, or ETF, is, the pros and cons of investing in ETFs instead of mutual funds and individual stocks, some of the common myths about ETF investing, and how he's seen the ETF industry grow and develop over the span of his career. We also discuss Ryan's dislike for the term Smart Beta and more!

On this show, we talked about the evolution of ETF’s, how they’re different than mutual funds and the tax benefits they offer with Ryan Kirlin, Head of Capital Markets with Alpha Architect. Listen to learn why you should consider owning ETF’s in your taxable account! For the Difference Making Tip, scan ahead to 16:44. You can learn more about Ryan at LinkedIn, Twitter and AlphaArchitect.com. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

Guests: Reggie Browne - Senior Managing Director of the ETF Group at Cantor Fitzgerald Ryan Kirlin - Head of Capital Markets at Alpha Architect DeAnne Steele - Head of National Portfolio Management and Consultancy Practice for U. S. Trust, Bank of America Private Wealth Management See acast.com/privacy for privacy and opt-out information.