It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Roaring Kitty, Factor Concentration And Investing Conviction | Alpha Architect Round Up
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Manage episode 424094897 series 2431123
Innhold levert av Alpha Architect. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alpha Architect eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Submit your questions! Email: jose@alphaarchitect.com For more educational resources, check out the Alpha Architect blog. https://www.alphaarchitect.com/subscribe Follow us on X: Wes Gray, PhD: https://x.com/alphaarchitect Jack Vogel, PhD: https://x.com/jvogs02 Ryan Kirlin: https://x.com/RyanPKirlin Jose Ordoñez Jr: https://x.com/JOrdonezJr Welcome to the Alpha Architect Round Up. Every month the Alpha Architect crew gets together and talks financial trends and news with an evidence-based outlook. This month we talk about Roaring Kitty and market sentiment, factor concentration vs. diversification, taxable investing, managed futures, emerging markets, asset class rotation, risk parity and much more! 0:00 - Intro 0:44- Roaring Kitty is Back! 5:20 - Investor FOMO & Momentum 10:17 - Factor Concentration 18:00 - Taxable Investing 20:01 - Managed Futures & Emerging Markets 30:30 - Asset Class Rotation 34:23 - 🐓 35:00 - Risk Parity 39:32 - Outro Resources Mentioned: Turan G. Bali, Nusret Cakici, and Robert F. Whitelaw, "Maxing Out: Stocks as Lotteries and the Cross-Section of Expected Returns" Journal of Financial Economics (2011) https://pages.stern.nyu.edu/~rwhitela/papers/max%20jfe11.pdf Frog-in-the-Pan Momentum Investing with Jack Vogel: https://www.youtube.com/watch?v=n2y5oZZlZoA&t=0s Disclosures: https://alphaarchitect.com/disclosures.
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46 episoder
MP3•Episoder hjem
Manage episode 424094897 series 2431123
Innhold levert av Alpha Architect. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alpha Architect eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Submit your questions! Email: jose@alphaarchitect.com For more educational resources, check out the Alpha Architect blog. https://www.alphaarchitect.com/subscribe Follow us on X: Wes Gray, PhD: https://x.com/alphaarchitect Jack Vogel, PhD: https://x.com/jvogs02 Ryan Kirlin: https://x.com/RyanPKirlin Jose Ordoñez Jr: https://x.com/JOrdonezJr Welcome to the Alpha Architect Round Up. Every month the Alpha Architect crew gets together and talks financial trends and news with an evidence-based outlook. This month we talk about Roaring Kitty and market sentiment, factor concentration vs. diversification, taxable investing, managed futures, emerging markets, asset class rotation, risk parity and much more! 0:00 - Intro 0:44- Roaring Kitty is Back! 5:20 - Investor FOMO & Momentum 10:17 - Factor Concentration 18:00 - Taxable Investing 20:01 - Managed Futures & Emerging Markets 30:30 - Asset Class Rotation 34:23 - 🐓 35:00 - Risk Parity 39:32 - Outro Resources Mentioned: Turan G. Bali, Nusret Cakici, and Robert F. Whitelaw, "Maxing Out: Stocks as Lotteries and the Cross-Section of Expected Returns" Journal of Financial Economics (2011) https://pages.stern.nyu.edu/~rwhitela/papers/max%20jfe11.pdf Frog-in-the-Pan Momentum Investing with Jack Vogel: https://www.youtube.com/watch?v=n2y5oZZlZoA&t=0s Disclosures: https://alphaarchitect.com/disclosures.
…
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