Podcast appearances and mentions of Wesley Gray

In this week's episode, Patrick and Kevin welcome the founder of Alpha Architect, Wes Gray to the show to talk about his unusual career path, what it was like studying under Dr. Eugene Fama and explore his fascinating new product – the BOX ETF. *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Jason Hartman is joined by Wesley Gray, CEO of Alpha Architect for a fascinating discussion on inflation hedges and future scenarios for commodities and crypto. How should we allocate risk right now? Why is crypto performing so poorly? Are we truly becoming a Banana Republic that does not end well? Jason and Wesley discuss a few things that you should always consider including keeping your tax rates down as much as possible. Fees and taxes are things you can often control, whereas we can't control what the economy or inflation is going to do.  And why is crypto doing so poorly when it should, at least in theory, be the inflation hedge asset? Where's Michael Saylor? Isn't Bitcoin digital gold? Without a military behind it, will cryptocurrencies ever be truly viable? Key takeaway: 0:28 Welcome Wesley Gray, CEO & Co-CIO, Alpha Architect – Empowering investors through education 1:31 How do we allocate risk? 3:17 What assets should you be owning right now? Stocks, commodities? 6:24 Controlling your tax rates 7:49 Will we see incredibly high interest rates needed to tame inflation? 8:31 We are becoming a Banana Republic and it won't end well 10:05 Alpha Architect investment philosophies 11:38 Following trends in crypto, bonds & stocks 13:19 Why is crypto doing so poorly right now? 15:00 Ponzi schemes backed by military 16:07 The ability to inflict violence is what makes the world run 16:50 Freedom in Iraq vs Freedom in the US 18:03 Learn more and check out Wesley's blog at AlphaArchitect.com and follow on Twitter! @alphaarchitect Wesley R. Gray, Ph.D. CEO & Co-CIO, Alpha Architect After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray's interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Optimizing Returns | Dr. Wes Gray | Episode 67 Podcast Mentions: FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd.   Visit http://www.pathtorealwealth.com Schedule a call and free portfolio review http://www.wealthnetinvestments.com Alpha Architect: https://alphaarchitect.com/   ETF Architect: https://etfarchitect.com/ This week's encore episode of The Market Call Show is with Dr. Wesley Gray. His military service and PhD in Finance from the University of Chicago, have each influenced his views on the markets in interesting and dynamic ways. His experience has paved the way to his solid momentum investment strategy and success. We chat about real world investing and our shared philosophies on the best ways to design your portfolio strategy. Why you need a "money doctor" Wes' philosophy on assessing risk tolerance and the perfect portfolio The 3 Bucket System

Patrick Donley sits down with Pavan Agarwal about how his company, Sun West Mortgage is using artificial intelligence to improve the mortgage underwriting process with a product they call Morgan. Morgan utilizes what's called empathetic technology to expedite and enhance the entire loan approval process.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro02:09 - The lessons Pavan learned from his father on running a business.04:05 - How he learned about both real estate and the mortgage industry from a young age.14:14 - What empathetic technology is.22:56 - How Morgan can enhance the underwriting process.33:19 - Why Morgan benefits buyers, sellers, and realtors.34:12 - What it was like creating a Super Bowl ad for Morgan.46:56 - How AI will continue to disrupt the real estate industry.And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESRobert's book The Everything Guide to House Hacking.Rich Dad Poor Dad by Robert Kiyasaki.Richer, Wiser, Happier by William Green.Related Episode: Listen to TIP158: Artificial Intelligence and the Rise of Robots w/ Martin Ford, or watch the video.Related Episode: Listen to TIP211: The Impact of Artificial Intelligence on Finance w/ Dr. Wesley Gray, or watch the video.NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.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.Keep up with the latest news and strategies on real estate investing with the best real estate 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.Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterConnect with Pavan: WebsiteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.

Welcome to The Creating Wealth Show where rents in suburbia are higher than rents in cities and the Fed wants to see you unemployed! Think we're kidding, right? Think again! You couldn't make up fiction this good if you tried! Jason Hartman takes you through the latest news stories and predictions affecting the economy and is joined by Wesley Gray, CEO of Alpha Architect for a fascinating discussion on inflation hedges and future scenarios for commodities and crypto. Last Friday, the Bureau of Labor Statistics reported over 200K new jobs were added in September. Sounds like great news for the economy and people in general, right? Strangely, it runs directly counter to what the Federal Reserve wants to see; they don't want to see the unemployment rate fall, they don't want to see you have a job. They want to see you unemployed. That low unemployment rate has to be driving the Fed nuts! Americans working and spending money is something they don't want to see, as they have forecasted a recession next year, and are looking for the unemployment rate to reach 4.4%.  How should we allocate risk right now? Why is crypto performing so poorly? Are we truly becoming a Banana Republic that does not end well? Jason and Wesley discuss a few things that you should always consider including keeping your tax rates down as much as possible. Fees and taxes are things you can often control, whereas we can't control what the economy or inflation is going to do.  And why is crypto doing so poorly when it should, at least in theory, be the inflation hedge asset? Where's Michael Saylor? Isn't Bitcoin digital gold? Without a military behind it, will cryptocurrencies ever be truly viable? Key takeaway: Jason's editorial 0:00 The Creating Wealth Show, episode 1906 3:01 Jason's 2020 prediction - the rise of suburbia 6:21 Cities saw rent increases almost 17% since the beginning of pandemic 7:39 Weekend in Vegas at Richard Branson's Virgin Hotel 9:48 Thanks for attending the Recession Proof Investing Summit 10:10 HousingWire article: Why a good jobs report is bad news for the Federal Reserve 14:06 Over 109,000 followers on Instagram! Instagram.com/JasonHartman1 17:20 Register now for our LIVE event in Scottsdale AZ! EmpoweredInvestor.com/Live Wes Gray Interview 20:10 Welcome Wesley Gray, CEO & Co-CIO, Alpha Architect - Empowering investors through education 20:51 How do we allocate risk? 22:17 What assets should you be owning right now? Stocks, commodities? 25:24 Controlling your tax rates 26:49 Will we see incredibly high interest rates needed to tame inflation? 27:31 We are becoming a Banana Republic and it won't end well 29:05 Alpha Architect investment philosophies 30:38 Following trends in crypto, bonds & stocks 32:19 Why is crypto doing so poorly right now? 34:00 Ponzi schemes backed by military 35:07 The ability to inflict violence is what makes the world run 35:50 Freedom in Iraq vs Freedom in the US 37:03 Learn more and check out Wesley's blog at AlphaArchitect.com and follow on Twitter! @alphaarchitect Wesley R. Gray, Ph.D. CEO & Co-CIO, Alpha Architect After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray's interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Wesley Gray is the founder and CEO of Alpha Architect, an investment platform for building custom, low-fee ETFs.    Wes is a Magna Cum Laude graduate of Economics at The Wharton School, served as a Captain in the United States Marine Corps, has an MBA and PhD in Finance from the University of Chicago.    His interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to empowering investors through education.   In this episode, Aaron and Wes talk about strategies to “beat the market”, how being a professor is the best gig as an entrepreneur, and his biggest advice to entrepreneurs.   Wes' Challenge: Register at https://alphaarchitect.com/mftf/ to join the March for the Fallen 28-mile ruck march   Connect with Wesley Gray (Alpha Architect)   Wesley Gray's Linkedin Alpha Architect's Linkedin Twitter Website If you liked this interview, check out episode Index Funds, Bitcoins, and Telling the Truth with Mike Green.   Underwritten by Piper Creative Piper Creative makes creating podcasts, vlogs, and videos easy.    How? Click here and Learn more.   We work with Fortune 500s, medium-sized companies, and entrepreneurs.   Follow Piper as we grow YouTube Subscribe on iTunes | Stitcher | Overcast | Spotify

Wesley Gray, founder of Alpha Architect After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray's interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in the suburbs of Philadelphia with his wife and three children. Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full stream: https://youtu.be/tYbam03sUIk

In this weeks episode of The Market Call Show, Louis Llanes sits down with  Dr. Wesley Gray about real world investing.  After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray's interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in the suburbs of Philadelphia with his wife and three children.  The  information in his four books can help investors, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016) Alpha Architect: https://alphaarchitect.com/   ETF Architect: https://etfarchitect.com/ In this episode you'll hear: How the military experiences that Wes had translated into his entrepreneurial and finance endeavors today Why you need a "money doctor" Wes' philosophy on assessing risk tolerance and the perfect portfolio The Bucket System Education and Motivation Wes' path to Alpha Architect The quantitative approach Value vs. Momentum Wes' take on inflation today The Bitcoin trend The ETF business Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode! When you are ready, here are some ways we can help YOU with your investing and financial planning: 1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let's find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv 2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you're ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint 3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom  

IN THIS EPISODE, YOU'LL LEARN:01:10 - How to think about ESG when you invest. 07:46 - Why ESG is lowering the cost of capital.20:23 - Which data from international markets do investors need to invest away from the US21:10 - How did the US go from owning more of the world to the world owning more of the US? 28:29 - Which timeless principles do we have in investing? 37:26 - How can you still be a value investor when the strategy is not working short term? 45:24 - Is there any secular trends to look out for in the decade to come48:16 - How do you find a good benchmark for your portfolio? 54:14 - Why John Husmann estimates the expected return for S&P500 is negative*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESListen to the most recent Q3 2021 Investing Mastermind episode.Listen to the most recent Q2 2021 Investing Mastermind episode.Tobias Carlisle's podcast, The Acquires Podcast.Tobias Carlisle's Acquirers Fund.Tobias Carlisle's ETF, ZIG.Tobias Carlisle's ETF, Deep.Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book!Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.comTweet directly to Tobias Carlisle.Dr. Wesley Gray's and Toby Carlisle's book: Quantitative Value – read reviews for this book!Dr. Wesley Gray's website: Alpha Architect.Dr. Wesley Gray's book: Quantitative Momentum – read reviews for this book!Dr. Wesley Gray's Twitter.Jake Taylor's company, Farnam Street Investments. Claim Jake Taylor's offer for listeners of The Investor's Podcast. Tweet directly to Jake Taylor.If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.Get $50 off your Drinkworks Home Bar by Keurig this holiday season. Now through December 5, save $50 on the Home Bar at Drinkworks.com.Switch to Mint Mobile and get premium wireless service, starting at JUST $15 bucks a month, and get the plan shipped to your door for FREE.Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist.Join award-winning British journalist Georgie Frost as he interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future! Listen to brand new episodes of The So What from BCG on Apple Podcasts, Spotify, Stitcher or wherever you get your podcasts.You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It's a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/TIP.Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.Impress your audience and yourself. Enjoy presentations for free with Canva.Remove uncertainty from your portfolio and receive a steady flow of cash all year round with Farmfolio.Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!It's the holidays and you deserve a gift that keeps on giving you joy and comfort every day, all year long - X-Chair! Save $100 off your X-Chair just by purchasing it now.You can see eczema on the surface of your skin, but there may also be irritation below that you can't see. Discover Eucrisa as it works both above and below the skin to treat eczema in adults and children 3 months of age and older.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!What do you love about our podcast? Here's our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I am an extroverted introvert. You'd be surprised at how many actors would actually consider themselves introverts. This should not prevent you from having amazing moments in life though. In this episode, I talk about events that happen in our life that lead to new paths that we never would have been on had we not put ourselves in certain circumstances. Some are good things that happen to us, and some are bad. Either way, if you look at the situation with the right frame of mind, you could end up in a much better situation than you thought originally possible. #boyswillbeboys features Wesley Gray from Gadsden, Al. He saved a woman from drowning after she had driven it into a river. https://abc3340.com/news/local/gadsden-man-saves-woman-from-drowning-car-in-coosa-river Send email to orionwaymailbag@gmail.com

He empowers investors through education … For those who seek transparent, evidence-based and systematic investment research, look no further than Alpha Architect — Dr. Wesley Gray's asset management firm. Dr. Gray discusses his firm, investment books and DIY guide with host Charles Mizrahi. Topics Discussed: An Introduction to Dr. Wesley R. Gray (00:00:00) Balancing School and Service (00:05:48) Quantitative Value (00:13:33) A Systematic Approach (00:21:36) Behavioral Bias in Investing (00:26:16) DIY Financial Advisor (00:38:57) Eliminating Investing Complexity (00:47:20) Alpha Architects (00:52:38) Guest Bio: Dr. Wesley R. Gray is an author, veteran, and leader of Alpha Architect — an asset management firm. After graduating from the University of Pennsylvania, Dr. Gray began earning a PhD in finance from the University of Chicago. Before completing his PhD coursework, he served four years in the U.S. Marine Corps. And once his studies concluded, he worked as a finance professor at Drexel University. Throughout his educational journey, Dr. Gray became increasingly interested in behavioral finance. This led him to author three books (below) and found Alpha Architect, an asset management firm dedicated to empowering investors through education. Today, Alpha Architect manages nearly $1.6 billion in assets and strives to make ETF creation simpler. Resources Mentioned: https://alphaarchitect.com/ (Alpha Architect) https://www.amazon.com/Quantitative-Value-Web-Site-Practitioners/dp/1118328078 (Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors) https://www.amazon.com/DIY-Financial-Advisor-Solution-Protect/dp/111907150X/ref=asc_df_111907150X/?tag=hyprod-20&linkCode=df0&hvadid=312025907421&hvpos=&hvnetw=g&hvrand=3213302724133601566&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9007894&hvtargid=pla-525901877655&psc=1 (DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth) https://www.amazon.com/Quantitative-Momentum-Practitioners-Momentum-Based-Selection/dp/111923719X (Quantitative Momentum: A Practitioner's Guide to Building a Momentum-Based Stock Selection System) Transcript: https://charlesmizrahi.com/podcast/2021/09/28/systematic-approach-investing-wesley-gray/ (https://charlesmizrahi.com/podcast/)  Don't Forget To... •        Subscribe to my podcast! •        Download this episode to save for later •        Liked this episode? Leave a kind review!   Subscribe to Charles' Alpha Investor newsletter today: https://pro.banyanhill.com/m/1729783 (https://pro.banyanhill.com/m/1729783)

For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquirers Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is the holy grail of investing. IN THIS EPISODE, YOU'LL LEARN:(00:01:16) What is the holy grail of investing?.(00:06:37) Can you be diversified if you are only invested in equities?.(00:08:56) Which strategies and asset classes should you follow to diversify your revenue streams.(00:14:04) How to think about inflation and holding cash in your portfolio.(00:18:39) Whether you should invest in a trend-following strategy.(00:32:33) Why managed future exposure show is significant in your portfolio. (00:39:22) Is the rise of passive investing good for the active investor?.(00:45:25) Is Robinhood good or bad for the investor?.(00:53:45) What is the best and worst thing that has happened for ETF investors?.(00:56:42) How a mutual fund that returned 18% annually, in reality, turned into an 11% negative return.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:The article that Wes Gray referred to, Trend Following and the Epidemy of no Pain no Gain. Tobias Carlisle's podcast, The Acquirers Podcast.Tobias Carlisle's Acquirers Fund.Tobias Carlisle's ETF, ZIG.Tobias Carlisle's ETF, Deep.Tobias Carlisle's book, The Acquirer's Multiple – Read Reviews for this book.Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com. Dr. Wesley Gray's and Toby Carlisle's book: Quantitative Value – Read Reviews for this book.Dr. Wesley Gray's website: Alpha Architect.Dr. Wesley Gray's book: Quantitative Momentum – Read Reviews for this book.Jake Taylor's company, Farnam Street Investments. Related episode - Q2 2021 Investing Mastermind episode. Preston, Trey & Stig's tool for picking stock winners and managing our portfolios: TIP Finance Tool.Updating your wardrobe with Mizzen+Main. Use promo code WSB to receive $35 off any order of $125 or more.Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood.Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.Get help writing your emails, reports, presentations, resumes, blogs today with WordTune.Communicate your ideas in the best way possible with Canva.Join OurCrowd and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.Start feeling better with a single message. Match with a licensed therapist with Talkspace and get $100 off your first month with the promo code WSB.Connect with other users - friends, other members, and notable investors with Public.com. Use code BILLIONAIRES and get up to $50 in free stock to get started in growing your portfolio. Valid for U.S. residents 18+. Subject to account approval. See Public.com/disclosures. Not investment advice.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!What do you love about our podcast? Here's our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For this week's Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community.IN THIS EPISODE, YOU'LL LEARN:(01:41) How to think about cycles in value investing(19:54) How to create your own free MBA(34:27) The tax advantages you get with ETF investing(43:52) Why Franklin Covey is vastly undervalued BOOKS AND RESOURCES:Millennial investing's interview with Adam Mead Our interview with Morgan Housel about the Psychology of Money Franklin Covey's investors' relations Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annuallyJoin OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much moreUncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast appSavor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign upMake documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial todaySimplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORSBring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private onlineGet into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial todayBrowse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsHELP 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!Privacy Policy and California Privacy Notice.

📊En esta entrevista tenemos el honor de entrevistar al Dr. Jeff Ross de Vailshire.com en una apasionante entrevista donde el Dr. nos adentra en las ventajas de la inversión focalizada en temáticas como tecnología, healthcare y Bitcoin entre otras. 📺ZONAVALUE TV tiene su propia plataforma streaming de inversión ► https://zonavalue.com/zonavalue-tv​ [APÚNTATE A NUESTROS WEBINARS]►►https://zonavalue.com/cursos​ [APÚNTATE A NUESTROS EVENTOS]►►https://zonavalue.com/actividades​ Si no quieres perderte nuestros vídeos, suscríbete al canal 👉https://bit.ly/3gheXZY​ Aaron Edelheit👉https://youtu.be/KyI9x9vvHyM​ Tobias Carlisle👉https://youtu.be/FK2wUVaUn0Y​ Kai Wu👉https://youtu.be/Bz-CwcOvSd4​ Jack forehand👉https://youtu.be/nAPPq5Pc8dE​ Adam Butler👉https://youtu.be/xJn1Et7r9R4​ Corey Hoffstein👉https://youtu.be/669-VIqCSPI​ Brett Winton👉https://youtu.be/TRwoKRs2qrU​ Wesley Gray👉https://youtu.be/xdSN_sNwPEo​ John Boyar👉https://youtu.be/osXgVd4k43Q​ Links a vídeos de Zonavalue TV: Conversaciones con Martín Huete►https://bit.ly/3r0DCqN​ Diferencias y similitudes de los fondos value más conocidos►https://bit.ly/2NsYUQ6​ Conversaciones con Jesús Domínguez de Valentum►https://bit.ly/38P8d4k​ Cómo diversificar tus inversiones de forma sensata y rentable►https://bit.ly/2NA4e4o​ Adriatic metals (tesis de inversión) por Adrián Godás►https://bit.ly/3cKBpdV​ Curso – Inversión en materias primas►https://bit.ly/3tBvoa7​ George Soros, el día en que quebró el Banco de Inglaterra►https: //bit.ly/37dwkJm Las claves para nuestras inversiones en 2021►https://bit.ly/3pD4IDP​ Michael Burry, la predicción de la crisis del 2008►https://bit.ly/2Ylf8Nc​ La aplicación de la Inteligencia Artificial en las finanzas►https://bit.ly/3h7Z223​ ★SÍGUENOS EN NUESTRAS REDES REDES★ 👉Facebook: https://bit.ly/3f2d9nL​ 👉Twitter: https://bit.ly/3ij05w7​ 👉Instagram: https://bit.ly/2ZjJteQ​ 👉Linkdn: https://bit.ly/2AjzTjM​

For this week’s Mastermind discussion Stig has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They’re discussing why it’s too simplistic to argue that low-interest rates are pushing up stock prices and much more. IN THIS EPISODE, YOU'LL LEARN:How and why Cathie Wood and ARK ETFs are moving the stock market How to utilize 13 forms in your investment strategy How exposed should you be to equities in the current market conditions? Is the Schiller P/E valid as a measure of market valuation? Why it’s too simplistic to say that low-interest rates are good for stocks BOOKS AND RESOURCESTobias Carlisle’s podcast, The Acquirer's PodcastTobias Carlisle’s Acquirer's FundTobias Carlisle’s book, The Acquirer's Multiple – read reviews of this bookTobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.comTweet directly to Tobias CarlisleDr. Wesley Gray’s and Toby Carlisle's book: Quantitative Value – Read Reviews for this bookDr. Wesley Gray’s website: Alpha ArchitectDr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this bookDr. Wesley Gray’s TwitterCheck out the current Schiller P/EJake Taylor’s company, Farnam Street Investments.Tweet directly to Jake Taylor.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Elevate your writing with 20% off Grammarly Premium.join OurCrowd’s Investment in ByondXR—a platform that’s enabling the world's leading brands to attract customers with the future of virtual shopping journeys. Open your account today.Take your business to the next level by hiring the right people with ZipRecruiter.Automate your money with M1 Finance. Get $30 when you sign up for free today. Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online.Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet.Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsGET IN TOUCH WITH TREY AND STIGTrey: Twitter | LinkedInStig: Twitter | LinkedIn

📊¿Por qué no hay más clubes de fútbol cotizando en la bolsa Española teniendo en cuenta la cultura futbolera que hay? Hoy traemos un programa especial a Casting Strategies. Hablamos con Salva Martí, presidente de Intercity cf y CEO de FacePhi, sobre la futura salida a bolsa del Intercity cf, la primera salida a bolsa de estas carecterísticas en España. Salva Martí nos explica las razones de esta salida a bolsa y de por que se puede marcar una gran diferencia con este proyecto tanto para la parte deportiva como para la parte económica. Intercity cf 👉 https://www.cfintercity.com/prensa​ FacePhi 👉 https://www.facephi.com/es/​ [APÚNTATE A NUESTROS WEBINARS]►►https://zonavalue.com/cursos​ [APÚNTATE A NUESTROS EVENTOS]►►https://zonavalue.com/actividades​ [UTILIZA NUESTRAS HERRAMIENTAS DE INVERSIÓN]►►https://bit.ly/2KtIipx​ 📺Entra en ZONAVALUE TV. Nuestra plataforma Streaming👉https://zonavalue.com/zonavalue-tv​ Si no quieres perderte nuestros vídeos, suscríbete al canal 👉https://bit.ly/3gheXZY​ INFLACIÓN, GLOBALIZACIÓN y BITCOIN👉https://youtu.be/Pzsl7-mfAFs​ Invertir en las EMPRESAS del FUTURO👉https://youtu.be/KfnqMRj8Hxw​ BRETT WINTON | Jefe de Research de ARK invest👉https://youtu.be/TRwoKRs2qrU​ Conversaciones con ADRIÁN GODÁS👉https://youtu.be/fH0u1M-icbo​ INVIRTIENDO CON ESTEBAN GRANERO👉https://youtu.be/feTT4G3LH-o​ ¿QUÉ ES ZONAVALUE CLUB Y QUÉ OFRECE?👉https://youtu.be/rdEn_gs3OfU​ Ciclo económico actual con Juan Ramón Rallo - Zonavalue club👉https://youtu.be/8_1D1xVhxgA​ Invertir en ETFs o fondos indexados gracias a John Bogle👉https://youtu.be/oTm6D5Zs0fQ​ Conversaciones con WESLEY GRAY👉https://youtu.be/xdSN_sNwPEo​ DISRUPCIÓN TECNOLÓGICA👉https://youtu.be/c1fimgVY_5c​ Links a vídeos de Zonavalue TV: Emérito Quintana►https://bit.ly/3ahzvlB​ Como ahorrar comisones en tu cartera de fondos►https://bit.ly/3oUtPlx​ Masterclass con Brett Winton►https://bit.ly/2Wo5b0p​ Phil Bak – ¿cómo crear cartera de ETF para batir al mercado?►https://bit.ly/37nOaJP​ Tesis de inversión – Grupo Bimbo►https://bit.ly/2WlhPx5​ Tesis de inversión – Delta Plus►https://bit.ly/2Wilwnc​ Curso – Iniciación al análisis cuantitativo►https://bit.ly/3oRxAIi​ Curso – Iniciación a los fondos de inversión►https://bit.ly/2WmKMZC​ Estrategias Long/Short►https://bit.ly/3nlmoTY​ Diferencias entre Renta fija y Renta variable con carteras ESG►https://bit.ly/37p1BcM​ ★SÍGUENOS EN NUESTRAS REDES REDES★ 👉Facebook: https://bit.ly/3f2d9nL​ 👉Twitter: https://bit.ly/3ij05w7​ 👉Instagram: https://bit.ly/2ZjJteQ​ 👉Linkdn: https://bit.ly/2AjzTjM​

📊En esta entrevista tenemos el placer de contar con Aaron Edelheit, un inversor que a lo largo de su carrera se ha acercado siempre “al sol que más calienta” gestionando un fondo Equity que batió al S&P con creces el tiempo que lo tuvo activo, al sector inmobiliario llegando a poseer 2.500 casas en alquiler, start-ups y de vuelta a los hedge funds con su actual propuesta centrada en Tecnologia, Inversiones en Cannabis y otras ideas disruptivas con las que está “fulminando” a los mercados... Michael Morosi y yo mismo, nos quedamos cortos de tiempo pues hablar con Aaron es fuente de enorme inspiración. [APÚNTATE A NUESTROS WEBINARS]►►https://zonavalue.com/cursos​ [APÚNTATE A NUESTROS EVENTOS]►►https://zonavalue.com/actividades​ [UTILIZA NUESTRAS HERRAMIENTAS DE INVERSIÓN]►►https://bit.ly/2KtIipx​ 📺Entra en ZONAVALUE TV. Nuestra plataforma Streaming👉https://zonavalue.com/zonavalue-tv​ Si no quieres perderte nuestros vídeos, suscríbete al canal 👉https://bit.ly/3gheXZY​ Kai Wu👉https://youtu.be/Bz-CwcOvSd4​ Jack forehand👉https://youtu.be/nAPPq5Pc8dE​ Adam Butler👉https://youtu.be/xJn1Et7r9R4​ Corey Hoffstein👉https://youtu.be/669-VIqCSPI​ Brett Winton👉https://youtu.be/TRwoKRs2qrU​ Wesley Gray👉https://youtu.be/xdSN_sNwPEo​ John Boyar👉https://youtu.be/osXgVd4k43Q​ Tobias Carlisle Parte 1👉https://youtu.be/iR5X31xhsao​ Tobias Carlisle Parte 2👉https://youtu.be/WPNvCC6UPtI​ Meb Faber👉https://youtu.be/Ze4s4WO6Xis​ Links a vídeos de Zonavalue TV: George Soros, el día en que quebró el Banco de Inglaterra►https: //bit.ly/37dwkJm Las claves para nuestras inversiones en 2021►https://bit.ly/3pD4IDP​ Michael Burry, la predicción de la crisis del 2008►https://bit.ly/2Ylf8Nc​ La aplicación de la Inteligencia Artificial en las finanzas►https://bit.ly/3h7Z223​ Masterclass con John Boyar►https://bit.ly/3qZtVJo​ Phil Bak – ¿cómo crear cartera de ETF para batir al mercado?►https://bit.ly/37nOaJP​ Carl Icahn y la Inversión Contrarian►https://bit.ly/34P3I87​ Curso – Iniciación a la inversión en bolsa►https://bit.ly/3iPyovq​ Curso – Iniciación a los fondos de inversión►https://bit.ly/2WmKMZC​ ¿Cómo hacer tu primera inversión?►https://bit.ly/2KWzZmS​ ★SÍGUENOS EN NUESTRAS REDES REDES★ 👉Facebook: https://bit.ly/3f2d9nL​ 👉Twitter: https://bit.ly/3ij05w7​ 👉Instagram: https://bit.ly/2ZjJteQ​ 👉Linkdn: https://bit.ly/2AjzTjM​

📊En esta entrevista a Kai Wu, CEO y CIO de Sparkline Capital, destapa el misterio de underperformance del Value Investing, usando Modelos de Machine Learning. Además Kai utiliza la IA para identificar temáticas de inversión específicas relacionadas con la innovación disruptiva y a partir de ahí construye carteras con acciones que podrían ser potencialmente interesantes en relación con esas temáticas. También vimos cuál es el impacto del crecimiento exponencial de los activos intangibles, y cómo las empresas Monopolísticas admiten valoraciones altas vía ratios de balance, mientras que podrían considerarse baratas si tenemos en cuenta sus intangibles. [APÚNTATE A NUESTROS WEBINARS]►►https://zonavalue.com/cursos​ [APÚNTATE A NUESTROS EVENTOS]►►https://zonavalue.com/actividades​ [UTILIZA NUESTRAS HERRAMIENTAS DE INVERSIÓN]►►https://bit.ly/2KtIipx​ 📺Entra en ZONAVALUE TV. Nuestra plataforma Streaming👉https://zonavalue.com/zonavalue-tv​ CURSO DE INICIACIÓN AL LA INVERSIÓN EN BOLSA►►►https://bit.ly/3iPyovq​ Jack Forehand & Kai Wu👉https://bit.ly/3r26nE5​ Si no quieres perderte nuestros vídeos, suscríbete al canal 👉https://bit.ly/3gheXZY​ Jack forehand👉https://youtu.be/nAPPq5Pc8dE​ Adam Butler👉https://youtu.be/xJn1Et7r9R4​ Corey Hoffstein👉https://youtu.be/669-VIqCSPI​ Brett Winton👉https://youtu.be/TRwoKRs2qrU​ Wesley Gray👉https://youtu.be/xdSN_sNwPEo​ John Boyar👉https://youtu.be/osXgVd4k43Q​ Tobias Carlisle Parte 1👉https://youtu.be/iR5X31xhsao​ Tobias Carlisle Parte 2👉https://youtu.be/WPNvCC6UPtI​ Meb Faber👉https://youtu.be/Ze4s4WO6Xis​ Ciclo económico actual con Juan Ramón Rallo👉https://youtu.be/8_1D1xVhxgA​ Links a vídeos de Zonavalue TV: Michael Burry, la predicción de la crisis del 2008►https://bit.ly/2Ylf8Nc​ La aplicación de la Inteligencia Artificial en las finanzas►https://bit.ly/3h7Z223​ Masterclass con John Boyar►https://bit.ly/3qZtVJo​ Phil Bak – ¿cómo crear cartera de ETF para batir al mercado?►https://bit.ly/37nOaJP​ Carl Icahn y la Inversión Contrarian►https://bit.ly/34P3I87​ Tesis de inversión – Delta Plus►https://bit.ly/2Wilwnc​ Curso – Iniciación a la inversión en bolsa►https://bit.ly/3iPyovq​ Curso – Iniciación a los fondos de inversión►https://bit.ly/2WmKMZC​ ¿Qué son los CFD´s?►https://bit.ly/3nEL0Y2​ ¿Cómo hacer tu primera inversión?►https://bit.ly/2KWzZmS​ ★SÍGUENOS EN NUESTRAS REDES REDES★ 👉Facebook: https://bit.ly/3f2d9nL​ 👉Twitter: https://bit.ly/3ij05w7​ 👉Instagram: https://bit.ly/2ZjJteQ​ 👉Linkdn: https://bit.ly/2AjzTjM​

📊En esta entrevista hablamos con Jack Forehand, co-fundador y presidente de Validea Capital Management y Validea.com. Experto en el área cuantitativa de la inversión Jack y el equipo de Validea han dado soluciones muy innovadoras para el inversor facilitando el acceso a estrategias cuantitativas de grandes inversores usando las métricas y condiciones que estos mismos inversores han descrito en sus libros o papers de investigación académica, tanto para inversión directa como vía ETFs. En la entrevista tocamos temas tales como inversión sistemática Vs. discrecional y como toda estrategia sistemática es más un sueño que no una realidad, la irrupción de la innovación y tecnología y cómo afecta a los modelos puros factoriales, qué combinación de factores podría ayudar a cosechar alfa en el ámbito del value investing y mucho más... Artículo "When Quantitative Becomes Discretionary"👉https://bit.ly/2M6iXmE​ [APÚNTATE A NUESTROS WEBINARS]►►https://zonavalue.com/cursos​ [APÚNTATE A NUESTROS EVENTOS]►►https://zonavalue.com/actividades​ [UTILIZA NUESTRAS HERRAMIENTAS DE INVERSIÓN]►►https://bit.ly/2KtIipx​ 📺Entra en ZONAVALUE TV. Nuestra plataforma Streaming👉https://zonavalue.com/zonavalue-tv​ CURSO DE INICIACIÓN AL LA INVERSIÓN EN BOLSA►►►https://bit.ly/3iPyovq​ Jack Forehand & Kai Wu👉https://bit.ly/3r26nE5​ Si no quieres perderte nuestros vídeos, suscríbete al canal 👉https://bit.ly/3gheXZY​ Adam Butler👉https://youtu.be/xJn1Et7r9R4​ Corey Hoffstein👉https://youtu.be/669-VIqCSPI​ Brett Winton👉https://youtu.be/TRwoKRs2qrU​ Wesley Gray👉https://youtu.be/xdSN_sNwPEo​ John Boyar👉https://youtu.be/osXgVd4k43Q​ Tobias Carlisle Parte 1👉https://youtu.be/iR5X31xhsao​ Tobias Carlisle Parte 2👉https://youtu.be/WPNvCC6UPtI​ Meb Faber👉https://youtu.be/Ze4s4WO6Xis​ Ciclo económico actual con Juan Ramón Rallo👉https://youtu.be/8_1D1xVhxgA​ Tavi Costa👉https://youtu.be/1VJsvOUc7UI​ Links a vídeos de Zonavalue TV: Michael Burry, la predicción de la crisis del 2008►https://bit.ly/2Ylf8Nc​ La aplicación de la Inteligencia Artificial en las finanzas►https://bit.ly/3h7Z223​ Masterclass con John Boyar►https://bit.ly/3qZtVJo​ Phil Bak – ¿cómo crear cartera de ETF para batir al mercado?►https://bit.ly/37nOaJP​ Carl Icahn y la Inversión Contrarian►https://bit.ly/34P3I87​ Tesis de inversión – Delta Plus►https://bit.ly/2Wilwnc​ Curso – Iniciación a la inversión en bolsa►https://bit.ly/3iPyovq​ Curso – Iniciación a los fondos de inversión►https://bit.ly/2WmKMZC​ ¿Qué son los CFD´s?►https://bit.ly/3nEL0Y2​ ¿Cómo hacer tu primera inversión?►https://bit.ly/2KWzZmS​ ★SÍGUENOS EN NUESTRAS REDES REDES★ 👉Facebook: https://bit.ly/3f2d9nL​ 👉Twitter: https://bit.ly/3ij05w7​ 👉Instagram: https://bit.ly/2ZjJteQ​ 👉Linkdn: https://bit.ly/2AjzTjM​

📊En esta entrevista contamos con la presencia de Adam Butler de Resolve Asset Management. Una empresa de gestión de activos Canadiense que tiene sus raíces en la inversión cuantitativa pero que está incluyendo en sus procesos de análisis el machine learning como parte en la construcción de portfolios de inversión. Además Adam es el autor del libro Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times - and Bad y de un sinfín de whitepapers. En esta entrevista nos guiará por lo que él entiende son los "bespoke factors", sobre cómo el machine learning podría salvar a los factores tradicionales de inversión y mucho más... [APÚNTATE A NUESTROS WEBINARS]►►https://zonavalue.com/cursos​ [APÚNTATE A NUESTROS EVENTOS]►►https://zonavalue.com/actividades​ [UTILIZA NUESTRAS HERRAMIENTAS DE INVERSIÓN]►►https://bit.ly/2KtIipx​ 📺Entra en ZONAVALUE TV. Nuestra plataforma Streaming👉https://zonavalue.com/zonavalue-tv​ CURSO DE INICIACIÓN AL ANÁLISIS CUANTITATIVO►►►https://bit.ly/3avjTLj​ Si no quieres perderte nuestros vídeos, suscríbete al canal 👉https://bit.ly/3gheXZY​ Brett Winton👉https://youtu.be/TRwoKRs2qrU​ Wesley Gray👉https://youtu.be/xdSN_sNwPEo​ John Boyar👉https://youtu.be/osXgVd4k43Q​ Tobias Carlisle Parte 1👉https://youtu.be/iR5X31xhsao​ Tobias Carlisle Parte 2👉https://youtu.be/WPNvCC6UPtI​ Meb Faber👉https://youtu.be/Ze4s4WO6Xis​ Ciclo económico actual con Juan Ramón Rallo👉https://youtu.be/8_1D1xVhxgA​ Tavi Costa👉https://youtu.be/1VJsvOUc7UI​ Jesse Felder👉https://youtu.be/tPSWIAm5KCA​ Jeff Gramm👉https://youtu.be/vN1UtgyziVc​ Links a vídeos de Zonavalue TV: Emérito Quintana►https://bit.ly/3ahzvlB​ La aplicación de la Inteligencia Artificial en las finanzas►https://bit.ly/3h7Z223​ Masterclass con Brett Winton►https://bit.ly/2Wo5b0p​ Phil Bak – ¿cómo crear cartera de ETF para batir al mercado?►https://bit.ly/37nOaJP​ Carl Icahn y la Inversión Contrarian►https://bit.ly/34P3I87​ Tesis de inversión – Delta Plus►https://bit.ly/2Wilwnc​ Curso – Iniciación al análisis cuantitativo►https://bit.ly/3oRxAIi​ Curso – Iniciación a los fondos de inversión►https://bit.ly/2WmKMZC​ ¿Qué son los CFD´s?►https://bit.ly/3nEL0Y2​ ¿Qué es la bolsa y cómo funciona?►https://bit.ly/3pcrWRb​ ★SÍGUENOS EN NUESTRAS REDES REDES★ 👉Facebook: https://bit.ly/3f2d9nL​ 👉Twitter: https://bit.ly/3ij05w7​ 👉Instagram: https://bit.ly/2ZjJteQ​ 👉Linkdn: https://bit.ly/2AjzTjM​

📊¿Qué es el moat o foso defensivo de una empresa según Warren Buffett? En este casting veremos en que consiste el concepto de ventaja competitiva de una empresa como un factor de inversión a tener en cuenta. La marca como intangible, la capacidad de una empresa de crecer sin deuda, monopolios o patentes. No es nada fácil valorar este tipo de cuestiones dentro de una empresa. [APÚNTATE A NUESTROS WEBINARS]►►https://zonavalue.com/cursos [APÚNTATE A NUESTROS EVENTOS]►►https://zonavalue.com/actividades [UTILIZA NUESTRAS HERRAMIENTAS DE INVERSIÓN]►►https://bit.ly/2KtIipx 📺Entra en ZONAVALUE TV. Nuestra plataforma Streaming👉https://zonavalue.com/zonavalue-tv Si no quieres perderte nuestros vídeos, suscríbete al canal 👉https://bit.ly/3gheXZY Ratios financieros👉https://bit.ly/3pjKQWz Fernando San Emeterio👉https://youtu.be/0jpGXXqyQis Iván Martín - Magallanes👉https://youtu.be/Hf8Y9hT7cBg Conversaciones con Adrián Godás👉https://youtu.be/fH0u1M-icbo Estartegias de inversión fáciles para principiantes👉https://youtu.be/qpwG1oL8q18 ¿Qué es Zonavalue Club y cómo funciona?👉https://youtu.be/rdEn_gs3OfU Ciclo económico actual con Juan Ramón Rallo - Zonavalue club👉https://youtu.be/8_1D1xVhxgA Invertir en ETF o fondos indexados gracias a John Bogle👉https://youtu.be/oTm6D5Zs0fQ Conversaciones con Wesley Gray👉https://youtu.be/xdSN_sNwPEo Disrupción tecnológica en el mercado👉https://youtu.be/c1fimgVY_5c Links a vídeos de Zonavalue TV: Emérito Quintana►https://bit.ly/3ahzvlB Estrategias con ETF►https://bit.ly/3aAEqhI Masterclass con Jeff Gramm►https://bit.ly/2M0Ltpx Conversaciones con Victor Higgons de Indépendance et Expansion►https://bit.ly/37xiRwx Las oportunidades en la renta fija para empezar bien el 2021►https://bit.ly/3nHJJyB Tesis de inversión – Delta Plus►https://bit.ly/2Wilwnc Curso – Iniciación a los fondos de inversión►https://bit.ly/2WmKMZC Adrián Godás - Materias primas con potencial para 2021►https://bit.ly/3bB6SAw Cómo invertir en tiempos de crisis (I)►https://bit.ly/2WCa9qn Cómo invertir en tiempos de crisis (II)►https://bit.ly/3rnaDi8 ★SÍGUENOS EN NUESTRAS REDES REDES★ 👉Facebook: https://bit.ly/3f2d9nL 👉Twitter: https://bit.ly/3ij05w7 👉Instagram: https://bit.ly/2ZjJteQ 👉Linkdn: https://bit.ly/2AjzTjM

Wesley Gray is the CEO and Founder of Alpha Architects. He joins us on this episode to discuss his journey from Ph.D. student in Finance to the Marine Corps and Iraq and onward to the founder and CEO of an investment management firm. We also discuss how empathy played into his time as a Marine, why he likes to recruit people who handle high-pressure situations well, and the benefits of being a leader who eats last.

For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all investors should know.IN THIS EPISODE, YOU'LL LEARN:How to know what you don’t knowHow to make and lose money in market cyclesHow to have the right amount of risk in your portfolioWhich investment advice you should give to your younger selfWhy far more investing mistakes come from picking the wrong business than paying too much for a great businessBOOKS AND RESOURCESTobias Carlisle’s podcast, The Acquirer's PodcastTobias Carlisle’s Acquirers FundTobias Carlisle’s book, The Acquirer's Multiple – read reviews of this bookTobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.comTobias Calisle’s interview with John HuberTobias Carlisle’s TwitterDr. Wesley Gray’s website: Alpha ArchitectDr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this bookDr. Wesley Gray’s book: Quantitative Value – Read Reviews for this bookDr. Wesley Gray’s TwitterPreston and Stig’s interview with John Huber about the intrinsic value of FacebookJohn Huber’s company, Saber Capital John Huber’s value investing blogJohn Huber’s TwitterQ&A sessions from Berkshire Hathaway Shareholder’s meetingsCheck out our top picks for the Best Investing Podcasts in 2020Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.Capital One. This is Banking Reimagined. What’s in your wallet?Join OurCrowd's investment in BlueGreen Water Technologies today.Elevate your writing with 20% off Grammarly Premium.Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsors.

Michael reaches back to the archives to combine author Gregory Zuckerman, investor Wesley Gray and author Ryan Holiday to one mega episode. The players: Gregory Zuckerman Wesley Gray Ryan Holiday

En esta entrevista a Wesley Gray hablamos de su trayectoria de stock-picker a quant-investor, de la situación de Value actual. De por qué el Value volverá a tener su momento, de por qué el Value junto con el Momentum ayuda a reducir la volatilidad de los portfolio y mucho más. También revisamos su proceso de inversión y cómo el Quality debe buscarse después de que el precio sea atractivo, no antes. ✅¿Quieres saber más sobre WESLEY GRAY? Estará con ZONAVALUE CLUB en el EVENTO ONLINE 2020 - COMPRA TU ENTRADA 👉👉 https://zonavalue.com/evento-zonavalu... ¿CONOCES a estos GESTORES? 🔵 https://bit.ly/31FATtP 📺 Si quieres ver más vídeos sobre inversión Entra en ZONAVALUE TV gratis👉 https://zonavalue.com/zonavalue-tv ★SÍGUENOS EN NUESTRAS REDES REDES★ 👉Facebook: https://bit.ly/3f2d9nL 👉Twitter: https://bit.ly/3ij05w7 👉Instagram: https://bit.ly/2ZjJteQ 👉Linkdn: https://bit.ly/2AjzTjM

Labor Day episode with a ton of great stuff for you -Getroman.com/ZBT to get your first month of Roman swipes for just $5 ROUND 1: One of the backbones of American life are down-home town hall meetings where citizens can have a say, and in Lincoln, Nebraska one man has gone viral for taking a stand on an issue that affects us all, no bones about it. ROUND 2: A 2nd Lt. with millions of TikTok followers but only 4 brain cells decided to post a ‘holocaust joke’ this week and suprise, it didn’t go over very well! In fact, it got Cons so riled up he used a term other than “kick rocks”. ROUND 3: Article 15s, forfeiture of pay, and reduction in ranks, oh my! Leadership at Fort Benning is gonna come down hard if you’re not in Georgia any#quar. ROUND 4: Kate interviews Marine Corps veteran & author Dr. Wesley Gray about the upcoming March for the Fallen and advice for folks getting out of the military looking for their dream jobs. Alphaarchitect.com/MFTF for more information on the upcoming march! ROUND 5: We’ve got 2 incredibly powerful Medal of Honor updates to close out the show. One freed 70 hostages set to be executed by Islamic State and the other returned repeatedly to a burning vehicle in fuel soaked clothing to save his fellow soldiers. You’ll want to run through a brick wall as we head into the long weekend.

The role of retail in the LGBTQ+ community, Dr. Brix’s scarf game, being a vacation rental owner now and more are discussed in today’s episode with Wesley Gray (He/Him/His). This conversation was recorded on April 10, 2020.

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.

Today we are joined by Wesley Gray who is the CEO of Alpha Architect, a firm in the US that specializes in concentrated factor strategies. Having completed his MBA and PhD at the University of Chicago – the Harvard of the finance world – Wes is an authoritative voice when it comes to quantitative research and factor investing. Incredibly, he took a 4-year break during his PhD, joined the marines and went to Iraq, and has also written several books. He went from value investor and stock-picker to having a strong quant focus and realized that it was possible to eliminate the human biases while still capturing the factor premiums. Our talk with Wes illuminates the nuanced nature of factor investing, behaviour versus risk-based factor premiums and active management versus passive and indexing. He discusses the process of collecting data for his PhD, the rules according to which they structure portfolios, how their boutique firm differs from larger advisor companies and who their ideal client is. Wes also shares his views on selecting the best quant model, hedge funds, value premiums and market-cap indexing. Join us for another insightful episode!  Key Points From This Episode: Wesley’s experience as a stock picker and riding the wave of small-cap value. [0:03:31.0] The Value Investors Club as a data source to test stock-picking skills for his PhD. [0:06:43.0] From stock picker to a quant and realizing the need to eliminate biases. [0:09:38.0] The rules that govern how they build portfolios in his firm Alpha Architect. [0:14:26.0] Comparing Alpha Architect to Dimensional Fund Advisors and AQR. [0:17:13.0] Understanding reliability in the context of relativity and defining their ideal client. [0:22:28.0] Advice for retail investors about quant shops and choosing the best quant model. [0:26:55.0] Wesley’s view on hedge funds and their strategies. [0:32:57.0] Why education rather than assets should determine the active risk that is included in a portfolio. [0:36:24.0] Thinking about persistence in the context of a behavioural component. [0:38:03.0] Why value premiums are not dead and how it relates to behavioural theory. [0:43:22.0] The global explosion of market cap indexing and guidelines for investing. [0:47:28.0] And much more!

Our guest today on The Long View podcast is Rick Ferri. Ferri is an hourly fee-only investment consultant at Ferri Investment Solutions; he's also a CFA charterholder. Prior to starting his new firm in April 2019, he was the founder and head of investing at a $1.5 billion advisory firm that specialized in low-fee asset management using index funds and exchange-traded funds. Prior to that, he worked for a brokerage firm, where he was an early adopter of inexpensive index products for client portfolios. Ferri is a Marine Corps officer and retired fighter pilot. Ferri has written several books on low-fee investing, including All About Asset Allocation, The ETF Book, All About Index Funds, and The Power of Passive Investing. He has also authored numerous investment-related articles and research papers, including a research paper on index investing that won S&P Dow Jones Indices' third-annual SPIVA Award. Introduction and Background Rick Ferri's bio  Ferri's philosophy  Ferri Investment Solutions  Ferri's books Ferri's Forbes column "Bogleheads on Investing" podcast hosted by Rick Ferri "Ferri: 3 Keys to a Successful Investment Strategy," Morningstar.com video "The conversation about asset allocation comes later, and the conversation about investments comes after that." Ferri discusses how his definition of value-add has changed over the past 10-15 years. (0:55-3:24) "I've been through the whole gantlet." Transitioning from broker to Registered Investment Advisor. (3:25-5:14) On clients who have needs that go beyond investment management. (5:15-5:56) "You get the work done, you pay for the work." Why Ferri's new advisory practice charges clients by the hour, not by their assets under management. (5:57-9:44) "Rick Ferri, Back in Business, Drops Bomb on AUM Model," ThinkAdvisor article "Move Over 1% Advisor Fee: Change Is Here," Ferri's blog post on Forbes  "Advisors talk about how they add value behaviorally; I think a lot of that is created by the advisor and not so much by the client." The role of advisors in managing client behavior. (9:45-11:12) Asset Allocation "Ferri: 3-Fund Portfolio the Simplest Way to Best Return," Morningstar.com video Ferri's Core-4 Portfolios "There are no average investors." How investors of the same age can vary widely in their appetite for equity risk. (11:13-15:03) "Those are the things that are going to add value to a client's portfolio." Focusing on keeping taxes and investment costs down, not trying to play factors. (15:03-18:21)  "There seem to be a lot of factor renters, rather than factor owners." Ferri is skeptical that factor investing will outperform in the future. (18:23-20:44) Factor investing defined Dr. Wesley Gray interview on factor investing, "Bogleheads on Investing" podcast   "I don't use anything that doesn't have an expected real return." Why Ferri sticks with plain-vanilla asset classes. (20:45-21:56) How to go about making return assumptions for the major asset classes. (21:57-24:14) "It depends on how much money the client has." A total bond market index as a one-stop option for fixed-income exposure. (24:15-27:20) International bonds as a core asset class. (27:21-28:46)  "Global Fixed Income: Considerations for U.S. Investors," Vanguard research paper "Six Advisors on Investing in International Bonds," OregonLive article "I don't think they're pivotal." REITs as a direct allocation.  (28:47-31:45) "REITs and Your Portfolio," Ferri's Forbes blog post Decumulation   "The software doesn't seem to be very good at this." Decumulation is inherently more complicated and customized than accumulation. (31:46-34:19) "There seem to be better ways of doing it than the classic way in which we've been taught." On whether the traditional declining equity glide path makes sense. (34:20-39:28) Indexing and the Legacy of Jack Bogle "It's been around forever." Direct indexing: the wave of the future? (39:29-42:09) "Could Direct Indexing Help Your Portfolio?" Forbes blog post by Simon Moore "I don't see it as big of a threat as other people do." Should investors be worried about concentration in very few ETFs, and do index funds and ETFs own too much of the market? (42:10-44:07) "I was having a real moral dilemma." How influential Jack Bogle was in shaping Ferri's career path. (44:08-46:08) "The Worth of a Man: A Tribute to John C. Bogle," Forbes blog post Ferri's interview with Bogle, "Bogleheads on Investing" podcast "Vanguard Founder Jack Bogle Passes Away," Morningstar.com article

Dr. Wesley R. "Wes" Gray is my guest in Episode 9, and our focus is on "factor" investing. Dr. Gray is the CEO of Alpha Architect, an author, portfolio manager, United States Marine, Iraq War vet, and a former professor of finance at Drexel University. He earned an MBA and a Ph.D. in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Dr. Gray has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). His research-intensive asset management firm focuses on high-conviction value and momentum factor exposures.   This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance and relevant information to other investors of all experience levels at no cost.    The organization's free website is Bogleheads.org, and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs.   Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are dozens of Local Chapters in the US and several Foreign Chapters that also meet regularly.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012.    

On today's show, we talk to Dr. Wesley Gray about artificial intelligence and the impact on the finance industry.Be sure to check these out:Download your free audio book at Audible.Find the best job candidate at Ziprecruiter.Create original investment research with INVRS.Move your business to the cloud with Netsuite.Solve your long list of must-reads with Blinkist.Send money overseas without being short-changed with WorldFirst.Dr. Wesley Gray’s website: Alpha ArchitectDr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this bookDr. Wesley Gray’s book: Quantitative Value – Read Reviews for this bookDr. Wesley Gray’s TwitterIn this episode, you'll learn:Why artificial intelligence has so far shown no evidence of consistently outperforming the stock marketHow to factor in volatility in your momentum strategyHow to include value in your momentum strategyWhy the market is signaling that we won’t have conventional inflation in the time to come

It’s the 10-year anniversary of this extraordinary bull market, officially – except not really, as Porter explains to Buck in this week’s podcast episode. Even so – there’s no question a lot of people are making money. But with the S&P 500 having more than tripled since March 2009 lows… who’s been smartest (not LUCKIEST as would be the case with cryptos)? Porter points to believers of the FAANG stocks – and one of them in particular. Later on, they’re joined by Wesley Gray, a former Marine and professor of finance at Drexel who now runs a fund with $1 billion under management. He has a strategy of buying ultra-hated investments that would make even the most steeled valued investors uneasy. So how do you tell the difference between a stock that’s simply nearing a low… and one that’s doomed? Wesley will be joining the Stansberry team at our Vegas Conference October 1-2, along with Stansberry editors and hear guest speakers like Dr. Lacy Hunt, Steve Forbes, Robert Kiyosaki, Penn Jillette, Dennis Gartman, Jim Grant, and many others.

Alex Sadowksi, Former Deputy General Counsel of Global Head of Compliance and Head of Business Development at KCG Holdings, and David Babulak, Managing Member of Strongpoint Holdings, LLC, joins hosts Jeremy Schwartz and Wesley Gray to discuss High Frequency Trading on Behind the Markets. See acast.com/privacy for privacy and opt-out information.

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.

In Episode #319, Wesley Gray delivers a thorough discussion and analysis of factor investing. Gray explores the limits to arbitrage, making a compelling case for investing using opportunities that others hypothesize should not exist.

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.

Guests: Wesley Gray - CEO of Alpha Architect Andrew Weisman - Managing Partner at Windham Capital Management Rich Wiggins - A strategist at Saudi Aramco See acast.com/privacy for privacy and opt-out information.

Wesley Gray - CEO of Alpha Architect Dr. Lu Zhang - The John W. Galbreath Chair, Professor of Finance, at the Fisher College of Business at The Ohio State University See acast.com/privacy for privacy and opt-out information.

Guests: Wesley Gray - CEO of Alpha Architect Nickolai Roussanov - the Moise Y. Safra Associate Professor of Finance at the Wharton School See acast.com/privacy for privacy and opt-out information.

Guests:Wesley Gray - CEO of Alpha Architect, an asset-management firm a firm that believes in empowering investors through educationDr. Charlie Tian - the Founder and CEO of Guru Focus-dot-com, a value investing website See acast.com/privacy for privacy and opt-out information.

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.

My guest today is Wesley Gray. He served as a Captain in the United States Marine Corps and taught as a finance professor at Drexel University. He earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania. Wesley is founder of Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. He has published four books including: “Quantitative Value,” “DIY Financial Advisor,” “Embedded” and his newest book “Quantitative Momentum.” He is a contributor to the Wall Street Journal, Forbes, and the CFA Institute. The topics are his books Quantitative Momentum: A Practitioner's Guide to Building a Momentum-Based Stock Selection System and Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors. In this episode of Trend Following Radio we discuss: Efficient Market Hypothesis Cross-sectional momentum Time-series momentum Trend following Behavior Career risk Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

Michael and Wesley Gray cover wide territory today across the subject of momentum in the markets. Wesley Gray served as a Captain in the United States Marine Corps and taught as a finance professor at Drexel University. He earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania. Wesley is founder of Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. He has published four books including: “Quantitative Value,” “DIY Financial Advisor,” “Embedded” and his newest book “Quantitative Momentum.” He is a contributor to the Wall Street Journal, Forbes, and the CFA Institute. In this episode of Trend Following Radio: Efficient Market Hypothesis Cross-sectional momentum Time-series momentum Trend following Behavior Career risk

Talking to our guest for this episode, was an educative experience. He had a realisation, “I know I can’t be Warren Buffett because of little control on the biases.” And then asked himself, what can be done to remove these biases. Not by training oneself, but by building a mechanical system. That question led to series of Quantitative experiments with real money backing it up. The result of the experiments? A well defined quantitative model combining strategies from Value Investing and Momentum investing and building it into an investment product. Friends, I am very excited to present to you the guest for our latest podcast, Wesley R. Gray, PhD, a portfolio manager, CEO of Alpha Architect, a veteran of US Marine Corps and Co-Author of the awesome book: Quantitative Value. Wesley is not driven by any particular religion of investing. That is something we stand for. There are thousands ways to make money and Wesley has explored two very common anomalies of the efficient market hypothesis, Value and Momentum.

Two ideas today; stakeholders and culture. Stakeholders are the people you answer to; investors, advertisers, internet providers, and spouses. Culture is the spirit of a place. It's something "you have to see to believe." This podcast was inspired by: http://www.bloomberg.com/news/audio/2016-06-24/interview-with-wesley-gray-masters-in-business-audio. Intro music from BenSound.com. Outro music from K-391.

June 24 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Dr. Wesley Gray, CEO and CIO of Alpha Architect. After serving as a captain in the U.S. Marines, Gray received a Ph.D. and was a finance professor at Drexel University. This interview aired on Bloomberg Radio.

Portfolio Manager, Author, Marine Vet Dr Wesley Gray Before launching his asset management firm Alpha Architect, Dr. Wesley Gray served as a Marine Corps officer in Iraq. Already a student of economics at the time he joined the Marine Corps after graduating from Penn’s prestigious Wharton undergraduate program, he found that his military experience gave him insights into the nature of people and financial markets alike. Now an acclaimed author and portfolio manager who received a doctorate in finance from University of Chicago, Wesley shares in this conversation the lessons he took from the military that he applies to his current investment approach. Musing on the balances between human emotion and the systematic procedures that curb it, between confidence and humility, and between narrative and formula, Wesley illustrates just how universal the rules of combat and competition can be.

After serving as a Captain in the United States Marine Corps, Dr. Gray received a PhD, and was a finance professor at Drexel University.  Dr. Gray’s interest in entrepreneurship and behavioral finance led him to found Alpha Architect.  You can learn more about his firm at http://alphaarchitect.com.

Author Background: After serving as a Captain in the United States Marine Corps, Dr. Wesley Gray became a finance professor at Drexel University.  Dr. Gray’s interest in entrepreneurship and behavioral finance led him to found Alpha Architect.  Wes earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

In this episode, we continue our discussion with Dr. Wesley Gray. This time around, Dr. Gray talks about Quantitative Value Investing and how individuals can take advantage of mean reversion. Click here to get full access to our show notes.

This episode is an advanced look at how Exchange Traded Funds, or ETFs, work. We talk with fund manager, Dr. Wesley Gray, about some of the unknown secrets in the finance industry. In addition to the ETF discussion, Stig and Preston talk to Wes about the current market conditions.Click here to get full access to our show notes.

  We will discuss the last principle's of Kwanzaa , highlighting  the last principle which is Imani (Faith). We will also discuss the insight of Dr. Malidoma Patrice Some regarding Ritual.  The Dagara process of preparing for ritual As Malidoma states that the teaching of indigenous cultures may help us go beyond modernity. "There was a time when all people were indigenous people on some part of the Earth. But in the last half of the millennium, the migration of people from region to region and from countryside to city broke many of the ties we used to have to one another and to the land and water that supported us. Those who didn't make the move, the indigenous people of the world, can help us remember what it's like to be connected to the environment and to each other in a community. This is valuable not because we would necessarily want to return to the way we used to live, but becuase facets of that connectedness can contribute greatly as we create a sustainalbe way of life." To hear an interview with Brother Mwalimu Wesley Kabaila regarding Kwanzaa, please go to our Archives dated 12/30/11 at 8pm.  Dr. Malidoma Patrice Some, that show was hosted by Baba Wesley Gray on 10/23/10, go to the archives of GrassRootsHolisticHealth.. to purchase an African Drum, please link to www.drumsofchange.com ... You can also see videos and pictures of Wesley Gray from start to finish as he runs his 14th New York City Marathon by logging onto www.wesleygray.org 

Habrai Gani? Nia-(Purpose). We invite you to join Baba Jehuti (Wesley Gray) and his wife,SpiritChange on 12/30/10 at 8pm est, in a drum celebration for one of the principles of Nguzo Saba on the fifth day of Kwanzaa. Nia (Purpose) To make our collective vocation the building and developing or our community in order to restore our people to their traditional greatness. Please remember to share this show with those who may be sick, shut-in, disabled or anyone you feel may enjoy listening. Call us live at 323-927-1412, and/or visit us in the chat room...

Habrai Gani? Ujima - Collective work and responsiblility. We invite you to share in a drum celebration of Baba Tehuti's (Wesley Gray)birthday, with his wife SpiritChange and the celebration of third day of Kwanzaa. Please remember to share this show with those who may be sick, shut-in, disabled or anyone you feel may enjoy listening. Call us live at 323-927-1412, or visit us in the chat room...

Part 5: A continuation of the insight of Dr. Malidoma Patrice Some. In this segment we will discuss the elements of water and earth. The Dagara process of preparing for ritual As Malidoma states that the teaching of indigenous cultures may help us go beyond modernity. "There was a time when all people were indigenous people on some part of the Earth. But in the last half of the millennium, the migration of people from region to region and from countryside to city broke many of the ties we used to have to one another and to the land and water that supported us. Those who didn't make the move, the indigenous people of the world, can help us remember what it's like to be connected to the environment and to each other in a community. This is valuable not because we would necessarily want to return to the way we used to live, but becuase facets of that connectedness can contribute greatly as we create a sustainalbe way of life." To hear an interview with Dr. Malidoma Patrice Some that as hosted by Wesley Gray on 10/23/10, go to the archives of GrassRootsHolisticHealth You can also see videos and pictures of Wesley Gray from start to finish as he runs his 14th New York City Marathon by logging onto www.wesleygray.org To leaverage your dollar via the Law of Attraction, go to www.wesleygray.info

Part 5: A continuation of the insight of Dr. Malidoma Patrice Some. In this segment we will discuss the Dagara process of building a shrine, preparing for ritual and surrender and personal ritual and community ritual. As Malidoma states that the teaching of indigenous cultures may help us go beyond modernity. "There was a time when all people were indigenous people on some part of the Earth. But in the last half of the millennium, the migration of people from region to region and from countryside to city broke many of the ties we used to have to one another and to the land and water that supported us. Those who didn't make the move, the indigenous people of the world, can help us remember what it's like to be connected to the environment and to each other in a community. This is valuable not because we would necessarily want to return to the way we used to live, but becuase facets of that connectedness can contribute greatly as we create a sustainalbe way of life." To hear an interview with Dr. Malidoma Patrice Some that as hosted by Wesley Gray on 10/23/10, go to the archives of GrassRootsHolisticHealth You can also see videos and pictures of Wesley Gray from start to finish as he runs his 14th New York City Marathon by logging onto www.wesleygray.org To leaverage your dollar via the Law of Attraction, go to www.wesleygray.info

Part 4: A continuation of the insight of Dr. Malidoma Patrice Some. In this segment we will discuss the elements of water and earth. The Dagara process of building a home, the five elements or community and ritual,Mineral or Stone,Nature and building Shrines. As Malidoma states that the teaching of indigenous cultures may help us go beyond modernity. "There was a time when all people were indigenous people on some part of the Earth. But in the last half of the millennium, the migration of people from region to region and from countryside to city broke many of the ties we used to have to one another and to the land and water that supported us. Those who didn't make the move, the indigenous people of the world, can help us remember what it's like to be connected to the environment and to each other in a community. This is valuable not because we would necessarily want to return to the way we used to live, but becuase facets of that connectedness can contribute greatly as we create a sustainalbe way of life." To hear an interview with Dr. Malidoma Patrice Some that as hosted by Wesley Gray on 10/23/10, go to the archives of GrassRootsHolisticHealth You can also see videos and pictures of Wesley Gray from start to finish as he runs his 14th New York City Marathon by logging onto www.wesleygray.org To leaverage your dollar via the Law of Attraction, go to www.wesleygray.info

Part 2: A continuation of the insight of Dr. Malidoma Patrice Some. In this segment we will discuss the elements of water and earth. The Dagara process of building a home, the five elements and community. As Malidoma states that the teaching of indigenous cultures may help us go beyond modernity. "There was a time when all people were indigenous people on some part of the Earth. But in the last half of the millennium, the migration of people from region to region and from countryside to city broke many of the ties we used to have to one another and to the land and water that supported us. Those who didn't make the move, the indigenous people of the world, can help us remember what it's like to be connected to the environment and to each other in a community. This is valuable not because we would necessarily want to return to the way we used to live, but becuase facets of that connectedness can contribute greatly as we create a sustainalbe way of life." To hear an interview with Dr. Malidoma Patrice Some that as hosted by Wesley Gray on 10/23/10, go to the archives of GrassRootsHolisticHealth You can also see videos and pictures of Wesley Gray from start to finish as he runs his 14th New York City Marathon by logging onto www.wesleygray.org

Part 2: A continuation of the insight of Dr. Malidoma Patrice Some. As he states that the teaching of indigenous cultures may help us go beyond modernity. "There was a time when all people were indigenous people on some part of the Earth. But in the last half of the millennium, the migration of people from region to region and from countryside to city broke many of the ties we used to have to one another and to the land and water that supported us. Those who didn't make the move, the indigenous people of the world, can help us remember what it's like to be connected to the environment and to each other in a community. This is valuable not because we would necessarily want to return to the way we used to live, but becuase facets of that connectedness can contribute greatly as we create a sustainalbe way of life." To hear an interview with Dr. Malidoma Patrice Some that as hosted by Wesley Gray on 10/23/10, go to the archives of GrassRootsHolisticHealth.

A continuation of the insight of Dr. Malidoma Patrice Some. As he states that the teaching of indigenous cultures may help us go beyond modernity. "There was a time when all people were indigenous people on some part of the Earth. But in the last half of the millennium, the migration of people from region to region and from countryside to city broke many of the ties we used to have to one another and to the land and water that supported us. Those who didn't make the move, the indigenous people of the world, can help us remember what it's like to be connected to the environment and to each other in a community. This is valuable not because we would necessarily want to return to the way we used to live, but becuase facets of that connectedness can contribute greatly as we create a sustainalbe way of life." To hear an interview with Dr. Malidoma Patrice Some that as hosted by Wesley Gray on 10/23/10, go to the archives of GrassRootsHolisticHealth.

Our featured guest is Damien Gurganious, who along with his wife Nicole, appeared as contestants on the 7th season of "The Biggest Loser". Damien will discuss thier experience as contestants on the biggest loser, and the methods he and his wife Nicole, used to loose a combined total of 245 pounds. SpiritChange will also return as a guest as Damien shares with us the conversation he had with SpiritChange, regarding her recovery from diabetes. The show airs on October 16, 2010 6:00 pm Eastern Time. The call in number is 323-927-1412. SpiritChange will share with us her experience of having been diagnosed with type2 diabetes on 12/23/09, and her journey of reversing the disease and reclaiming her health. The host, Wesley Gray is an ordained interfaith minister, empowerment coach, certified Reiki practitioner and African/Jazz drummer. see. www.drumsofchange.com . Wesley, a vegetarian for 26years,is training for his 14th New York City Marathon on 11/7/10. Nicole Gurganious is also training for the marathon and will join Wesley and 40,000 other runners in the event. Grassroots Holistic Health, was created to provide information regarding various holistic healing and medicinal remedies and to provide information for a proactive life style that offers preventive health practices. To invite a diversified group of holistic health specialist and doctors as guest speakers along with authors of books devoted to health issues and remedies. We will also talk about the Acai fruit which was featured on NBC as top of the food chain when it comes to antioxidants, nutrition,treating diabetes by lowering blood sugar. regulating blood pressure,heart disease along with many other health remedies. Namaste,Peace and blessings.....

Our featured guest is naturopath Christopher Saltpaw,N.D, who practices in New York City as well as Seattle Washington. Last week's guest,SpiritChange is treated by Dr. Saltpaw for diabetes and will appear again this week. Dr. Saltpaw will discuss holistic methods for the successful trestment of diabetes and other illness'. The show airs on October 9,2010 6:00 pm Eastern Time. The call in number is 323-927-1412. They will share with us her experience of having been diagnosed with type2 diabetes on 12/23/09, and her journey of reversing the disease and reclaiming her health. The host, Wesley Gray is an ordained interfaith minister, empowerment coach, certified Reiki practitioner and African/Jazz drummer. see. www.drumsofchange.com Wesley, a vegetarian for 26years,is training for his 14th New York City Marathon on 11/7/10 Grassroots Holistic Health, was created to provide information regarding various holistic healing and medicinal remedies and to provide information for a proactive life style that offers preventive health practices. To invite a diversified group of holistic health specialist and doctors as guest speakers along with authors of books devoted to health issues and remedies. We will also talk about the Acai fruit which was featured on NBC as top of the food chain when it comes to antioxidants, nutrition,treating diabetes by lowering blood sugar. regulating blood pressure,heart disease along with many other health remedies. Alafia,As Salamu Alaykum,Shalom,Namaste,Peace and blessings.....

Our first invited guest will be SpiritChange on October 2,2010 9:00 am Eastern, The call in number is 323-927-1412. SpiritChange is the wife of the shows host, Baba Wesley Gray. She is a priestess,certified Reiki practitioner and a spiritual guide/teacher to many. SpiritChange holds a PhD in Philosophical Theology. She will share with us her experience of having been diagnosed with type2 diabetes on 12/23/09, and her journey of reversing the disease and reclaiming her health. She will discuss holistic methods for the successful treatment of diabetes.The host, Wesley Gray aka Baba Jehuti, is an ordained interfaith minister, empowerment coach, certified Reiki practitioner and African/Jazz drummer. see. www.drumsofchange.com ...Baba Wesley, a vegetarian for 26years,is training for his 14th New York City Marathon on 11/7/10... Grassroots Holistic Health, was created to foster global healing on many levels which encompass mental, physical, emotional and spiritual well being.To foster respect for all religions and principles that honor marriage,family,children,elders and our ancestors,to encourage the elimination of vulgarity and lower self interaction with each other,to create leadership within ourselves that promote service to each other. To provide information regarding various holistic healing and medicinal remedies for all illness and to provide information for a proactive life style that offers preventive health practices. To invite a diversified group of holistic health specialist and doctors as guest speakers along with authors of books devoted to health issues and remedies. We will also talk about the Acai fruit which was featured on NBC as top of the food chain when it comes to antioxidants, nutrition,treating diabetes by lowering blood sugar. regulating blood pressure,heart disease along with many other health remedies. Alafia,As Salamu Alaykum,Shalom,Namaste, Hotep,Peace and blessings...Baba Wesley Gray.