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Validea's Guru Investor Podcast

Validea's Guru Investor Podcast

By Jack Forehand and Justin Carbonneau

The Guru Investor Podcast offers audio versions of the original articles from Validea's Guru Investor Blog. Our research focuses on what works over the long-term in investing. We cover topics like factor investing, value investing, momentum investing and behavioral finance.
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Put Down the Dividends - And Slowly Walk Away

Validea's Guru Investor PodcastJul 14, 2021

00:00
03:34
Put Down the Dividends - And Slowly Walk Away
Jul 14, 202103:34
The Most Ignored Investing Premium
Jun 30, 202104:12
Going from Dividend Aristocrats to Dividend Kings Using Quality and Value
Jun 23, 202104:54
Weekly Guru Investor Highlights: Alternatives to the 60-40, Factor Investing in China and How Your Personality Affects Your Investing
Jun 18, 202110:37
Quantitative Asset Allocation Approaches That Go Beyond Stocks and Bonds
Jun 16, 202105:27
Weekly Highlights: Robert Hagstrom on Buffett, Robinhood's Impact on Investing and The Danger of Counting on Bonds as a Hedge
Jun 11, 202113:26
The Balance Between Edge and Conviction
Jun 09, 202104:39
Weekly Highlights: The Risks of Ark, Inside the first Hedge Fund to ETF Conversion and Parallels with the Roaring 20s
May 28, 202111:27
Weekly Highlights: The Graham Quote He Never Said, Risk Management Techniques and Lessons From Bill Miller
May 21, 202113:53
The Voting Machine vs. the Weighing Machine
May 19, 202104:04
Weekly Highlights: Finding Value in an Expensive Market, A Deep Dive into Asset Allocation and Timeless Lessons From Warren Buffett
May 14, 202113:08
Weekly Highlights: Potential Moves to Protect Gains, Royce on Small-Caps and Why Cash on the Sidelines is Overrated
May 07, 202112:13
Moves to Consider to Help Protect Your Portfolio
May 05, 202106:42
Weekly Highlights: The Basics of Low Volatility Investing, How Migration Drives the Value Premium and Greenblatt and Pzena on Value Investing
Apr 30, 202112:46
Some Thoughts on Low Volatility Investing
Apr 28, 202105:12
Weekly Highlights: Avoiding Value Traps, Keys to Understanding Bubbles and Why Humans May Be Better Than Computers in ESG
Apr 23, 202110:37
The Challenges of Avoiding Value Traps – And Some Criteria That Might Help
Apr 21, 202104:37
Weekly Highlights: The Basics of SPACs, A Look at All Weather Investing and Leading Economists Weigh In on Inflation
Apr 16, 202115:49
The Explosion of SPACs -- Should You Care?
Apr 14, 202105:46
Weekly Highlights: The Challenges of Timing Bubbles, A Look at the Major Value Factors and A Different Way to Look at Moats
Apr 09, 202116:19
We Might Be in a Bubble, But You Probably Shouldn’t Care
Apr 07, 202105:13
Weekly Highlights: Why Momentum is a Chameleon, The History of Berkshire Hathaway and Why Robinhood Traders Are So Influential
Apr 02, 202115:49
The Changing Nature of Momentum
Mar 31, 202104:18
Weekly Highlights: What Value Models are Getting Wrong, Dalio on "Stupid" Economics of Bonds and Buffett's Chinese Automaker Bet
Mar 26, 202113:14
The Five Horsemen of Valuation Ratios
Mar 24, 202109:39
Weekly Highlights: Is Quality on Sale?, An Intro to Machine Learning, and Why Peter Lynch May Be the Best Stock Picker of All Time
Mar 19, 202111:46
Is Quality on Sale?
Mar 17, 202104:19
Weekly Highlights: Is Value Really Back?, Lessons From Buffett's Annual Letter, and the Story of Wall Street's Charging Bull
Mar 12, 202113:59
Value Investing is Back! Or Is It?
Mar 10, 202103:52
Weekly Highlights: Is Ark a Systemic Risk?, the Maturation of Bitcoin and Why Everyone Needs Their Charlie Munger
Mar 05, 202113:00
Bitcoin Grows Up
Mar 03, 202106:32
Weekly Highlights: Dot-com Bubble Parallels, Whether Technology is an Asset Class and Building Multi-Factor Portfolios
Feb 26, 202121:07
Some Practical Ways to Look at Blending Factors
Feb 24, 202106:11
Weekly Guru Investor Highlights: Lessons From Gamestop, Practical Ways to Measure Risk and Drawbacks of the Buffett Indicator
Feb 19, 202115:09
What GameStop's Crazy Ride Can Teach Us About Investing
Feb 17, 202109:16
Weekly Guru Investor Highlights: The Basics of Value Investing, Why Market Timing is Even Worse Than We Thought and the Evolution of Investing Factors
Feb 12, 202111:54
The Basics of Value Investing
Feb 10, 202106:47
Weekly Guru Investor Highlights: Defining Risk, The Basics of Momentum Investing and Lessons From Bill Miller's Latest Quarterly Letter
Feb 05, 202111:43
What is Risk?
Feb 03, 202104:45
Weekly Guru Investor Highlights: High Correlations Pose Problems for Quants, Replicating Private Equity in Public Markets and Robert Shiller on Narratives
Jan 29, 202113:55
Where's the Beef? Where's the Value?
Jan 27, 202105:10
Weekly Guru Investor Highlights: Rob Arnott Sees Big Opportunity in Value, The Basics of Momentum and Why You Should Ignore Market Forecasts
Jan 22, 202109:39
The Basics of Momentum Investing
Jan 20, 202106:40
Weekly Guru Investor Highlights: Intangible Assets and Value Investing, Breaking Down Peter Lynch, Dividend Investing & More
Jan 15, 202115:47
Considerations For Investors Seeking High Dividend Paying Stocks
Jan 12, 202105:51
Weekly Highlights: The Case Against Value, Retirement Mistakes to Avoid & More
Jan 08, 202111:03
The Case Against Value Stocks - Part II
Jan 06, 202106:28
The Five Podcasts That I Never Miss an Episode Of
Dec 30, 202004:42
Seven Lessons from Mr. Market in 2020
Dec 22, 202007:27
Ten Amazing Facts as Tesla Zooms into the S&P 500
Dec 08, 202003:24