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Financial Repression Blog: "Low or High Inflation? Nope, Stealthy Government Debt Liquidation!": https://alphaarchitect.com/2015/03/stealth-government-debt-liquidation/

Jack's "Long-Only Value Investing: Does Size Matter?" Paper: https://alphaarchitect.com/wp-content/uploads/2022/11/AA-JBISFactorInvesting22LongOnlyValueInvesting.pdf

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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 the recent NVDA earnings and subsequent stock crash, the macro landscape, fixed income trend, yield curve un-inversion, financial repression, factor glide paths and the size factor.

0:00 - Intro

1:20 - NVDA Crash

6:42 - How to Pick Stocks?

13:00 - Fixed Income Trends & Yield Curve Un-Inversion

18:08 - Financial Repression

27:55 - Factor Glide Paths

35:55 - Size and Value

45:24 - Outro

Disclosures: https://alphaarchitect.com/disclosures.