Weekly Guru Investor Highlights: High Correlations Pose Problems for Quants, Replicating Private Equity in Public Markets and Robert Shiller on Narratives

Validea's Guru Investor Podcast
29/01/2021 13 min Temporada 1 Episodio 15

Listen "Weekly Guru Investor Highlights: High Correlations Pose Problems for Quants, Replicating Private Equity in Public Markets and Robert Shiller on Narratives"

Descargar episodio Ver en sitio original

Episode Synopsis

In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we featured on the blog for the week ending 1/29/2020. 
The Posts We Discuss
Where’s the Beef? Where’s the Value? – Validea's Guru Investor Blog
Interview: Replicating Private Equity in Public Markets with Verdad's Brian Chingono (Ep. 67) – Validea's Guru Investor Blog
Quants Seeing Record High Correlations – Validea's Guru Investor Blog
Robert Shiller on the Narratives Driving the Market – Validea's Guru Investor Blog
Find Out More About Validea
https://www.validea.com
Follow Jack on Twitter
https://www.validea.com/practicalquant
Follow Justin on Twitter
https://www.validea.com/jjcarbonneau 
Follow Us on YouTube
https://www.validea.com/excess-returns-podcast

More episodes of the podcast Validea's Guru Investor Podcast

Put Down the Dividends - And Slowly Walk Away 14/07/2021
The Most Ignored Investing Premium 30/06/2021
Going from Dividend Aristocrats to Dividend Kings Using Quality and Value 23/06/2021
Weekly Guru Investor Highlights: Alternatives to the 60-40, Factor Investing in China and How Your Personality Affects Your Investing 18/06/2021
Quantitative Asset Allocation Approaches That Go Beyond Stocks and Bonds 16/06/2021
Weekly Highlights: Robert Hagstrom on Buffett, Robinhood's Impact on Investing and The Danger of Counting on Bonds as a Hedge 11/06/2021
The Balance Between Edge and Conviction 09/06/2021
Weekly Highlights: The Risks of Ark, Inside the first Hedge Fund to ETF Conversion and Parallels with the Roaring 20s 28/05/2021
Weekly Highlights: The Graham Quote He Never Said, Risk Management Techniques and Lessons From Bill Miller 21/05/2021
The Voting Machine vs. the Weighing Machine 19/05/2021
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA