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Excess Returns episodes
- Conservative Investing - Using Trend Following to Manage Risk and Drawdowns with James St. Aubin
In this episode, we talk trend following and conservative investing with Sierra Mutual Funds CIO James St. Aubin. We talk about their unique banded moving average approach to trend following and how they utilize it to manage risk in client portfolios. We also discuss the importance of educating investors, what makes a good investment manager, quantitative vs discretionary management and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
47 min - Show Us Your Portfolio: Andy Constan
In this episode of Show Us Your Portfolio, we speak with Damped Spring Advisors founder Andy Constan. Andy has spent his career working at some of the most successful firms in the asset management industry, including Bridgewater and Brevan Howard and he explains how the lessons he has learned throughout his career led to how he constructs his portfolio today. We discuss how he combines a risk parity approach with alpha seeking strategies to maximize long-term returns and minimize risk. We also cover Andy's current view on stocks and bonds, factor investing, international diversification and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
55 min - Show Us Your Portfolio: Cullen Roche
In this episode, our good friend Cullen Roche returns to the podcast for his 5th appearance. But this time, instead of talking about the macroeconomy as we have in his previous appearances, we discuss how he manages his personal portfolio. We talk about Cullen's unique approach of matching the duration of the asset classes he invests in with his personal goals. We also discuss whether his macro views influence his portfolio, how he looks at international diversification, his views on leaving money to children and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
1 hr 9 min - High Quality Growth Investing in Europe with Alistair Wittet
In this episode, we speak with Comgest portfolio manager Alistair Wittet We discuss his approach for building a focused portfolio of high-quality European growth companies and the most important criteria he looks at. We also dig into the characteristics that define great long-term brands, the current economic situation in Europe, how the European growth universe differs from the US one and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
48 min - The Opportunity in Emerging Markets with AQR's Dan VillalonInternational stocks, and particularly emerging market stocks, have struggled relative to US stocks for a long time. That has led some to suggest that international diversification no longer makes sense for investors. But valuations in the space and lessons from history would suggest otherwise.In this episode we discuss the issue with AQR's Dan Villalon, who has authored two research papers that use a data driven approach to look at it. We discuss the current valuations in both international and emerging market stocks and the opportunity they may present for long-term investors. We also discuss the foundational arguments for international diversification and whether they hold up today.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
58 min - Lessons from Evaluating Investment Managers with Clare Flynn Levy
In this episode, we speak with Essentia Analytics founder Clare Flynn Levy. Essentia has developed software to evaluate investment managers and help them improve as investors. We discuss what Clare has learned through that process and the lessons all of us can take from it.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
56 min - A Quant and a Financial Planner Discuss Factor Investing
In this episode Jack and Matt Zeigler look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them. They discuss what factors are, why they work, the different ways to combine them into multi-factor portfolios, the importance of matching an investment strategy with the end user's goals and risk tolerance, the important of human capital in portfolio construction and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODEShttps://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
52 min - Show Us Your Portfolio: Gary AntonacciIn this episode, we speak with Optimal Momentum founder and author of "Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk" Gary Antonacci about the process he uses to construct his personal portfolio. We talk with Gary about the goals he is trying to achieve with his portfolio and the unique momentum-based approach he utilizes to meet them. We also discuss his views on retirement, the first investment he ever made and the most important lesson he would teach the average investor.
We hope you enjoy the discussion.
SEE LATEST EPISODEShttps://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
42 min - Narrative as an Investing Factor with Ben HuntNarratives are everywhere in the investing world. They influence what we think as investors. They also influence the decisions we make. Behind the scenes, there is a science to how narratives work. They follow a predictable life cycle and technology can be utilized to measure them and analyze their impact on stock returns.In this episode, we discuss narrative as an investing factor with Epsilon Theory founder Ben Hunt. We talk about the life cycle of narratives, how they are measured, the types of investments they work best on and a lot more.We hope you enjoy the discussion.SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
1 hr 3 min - Show Us Your Portfolio: Adam Butler
In this episode we speak with ReSolve Asset Management CIO Adam Butler about how he manages his personal portfolio. We discuss how Adam builds a portfolio of uncorrelated return streams to optimize both return and risk. We also cover how to view historical data, how investors focus on tracking error changes portfolio theory, leverage, leaving money to children and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODEShttps://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
1 hr 14 min
About Excess Returns
From the publisher's feed
Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with…
some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
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