Knowledge Leaders Capital – The Intangible Investor

Bryce analyzes the indicators, looking for green shoots and signs of a bottom. Steve finds new data from PredictIt indicating the market’s move toward safe havens may have more to do with a Trump reelection than a Sanders nomination.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

Bryce joins Doug Heikkinen to talk about our mission at Knowledge Leaders Capital, and specifically how a 1974 accounting law enacted at the dawn of the information revolution is still at work today distorting corporate innovation investments, why that makes it difficult for investors to identify highly innovative companies, and our work to adjust the data, correct the distortion and find opportunity where others see risk. Credit: the Power Your Advice Podcast and Iris.xyz

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

 

How will the coronavirus and quarantine impact China’s economy? Steve looks at what’s happened so far in China’s currency and fixed income markets. Bryce shares new data that casts doubt on comparisons to SARS, indicating coronavirus could be a much bigger deal.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

Have you ever wondered why innovative companies seem to beat expectations time and again? Bryce explains how investing in intellectual property can skew a company’s earnings and discusses some of the sectors and companies leading this trend. What will the recent drop in net savings mean for future investments? Steve interprets the signals from new Flow of Funds data.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

As of 12/31/19, Robert Half, Best Buy, GameStop, Sprouts, Avon, Google and Microsoft were not held and Amazon.com, Estee Lauder, eBay and Expedia were held in the Knowledge Leaders Strategy.

With US Treasury growth expectations making a new low for the year, Steve offers three possible conclusions for asset allocation. Bryce describes a possible trend change in the relative performance of foreign stocks compared to domestic stocks.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

A decade into the information revolution, corporate R&D is at an all-time high. Bryce reports in with new data that leads us to believe innovation investment is on the rise. Steve offers an update on how a shift in the Chinese Yuan could impact asset prices and spotlights a Knowledge Leader from Sweden.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

 As of 9/30/19 Invesco S&P 500 High Beta ETF (SPHB), Invesco S&P 500 Low Volatility ETF (SPLV) and Hexagon AB were not held in the Knowledge Leaders Strategy.

Steve looks at a trend change we’ve seen in the last week: hard data from China is deteriorating and may be leading to a shift in the relative performance of stocks and bonds. A few weeks since the big brokerage houses cut trading commissions to zero, Bryce discusses how the move could lead to new innovations in direct indexing.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

As of 9/30/19, the SPDR S&P 500 ETF (SPY) and the iShares 20+ Year Treasury Bond (TLT) were not held in the Knowledge Leaders Strategy. 

 

Steve looks at a trend change we’ve seen in the last week: hard data from China is deteriorating and may be leading to a shift in the relative performance of stocks and bonds. A few weeks since the big brokerage houses cut trading commissions to zero, Bryce discusses how the move could lead to new innovations in direct indexing.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

As of 9/30/19, the SPDR S&P 500 ETF (SPY) and the iShares 20+ Year Treasury Bond (TLT) were not held in the Knowledge Leaders Strategy. 

 

Steve looks at a trend change we’ve seen in the last week: hard data from China is deteriorating and may be leading to a shift in the relative performance of stocks and bonds. A few weeks since the big brokerage houses cut trading commissions to zero, Bryce discusses how the move could lead to new innovations in direct indexing.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

As of 9/30/19, the SPDR S&P 500 ETF (SPY) and the iShares 20+ Year Treasury Bond (TLT) were not held in the Knowledge Leaders Strategy. 

 

Steve looks at a trend change we’ve seen in the last week: hard data from China is deteriorating and may be leading to a shift in the relative performance of stocks and bonds. A few weeks since the big brokerage houses cut trading commissions to zero, Bryce discusses how the move could lead to new innovations in direct indexing.

On The Intangible Investor Podcast, Bryce Coward and Steven Vannelli of the Knowledge Leaders Capital investment team discuss all things innovation, financial markets and macroeconomics.

As of 9/30/19, the SPDR S&P 500 ETF (SPY) and the iShares 20+ Year Treasury Bond (TLT) were not held in the Knowledge Leaders Strategy.