Michael Covel speaks with Larry Swedroe on today’s podcast. Swedroe is a Buckingham Asset Management principal. He is also a principal and co-founder of BAM Advisor Services, LLC, and serves as the director of research for both entities. Swedroe has authored or co-authored fourteen books and comes at investing from an evidence-based approach. Covel and Swedroe have different vantage points, but there are some commonalities in their thinking. They discuss forecasters and prediction; the three types of forecasters; confirmation bias; how your political affiliation might change your willingness to listen to forecasts; value perspective vs. momentum perspective; the anomaly of momentum; the evidence-based thinking approach; momentum trading in 2008; how Swedroe prepares for the unexpected; not treating the unlikely like it’s impossible; managing your risk; process vs. outcome; the equity risk premium and bear markets; commonplace crises; planning ahead; and diversification attempts to get outside of equities. Want a free trend following DVD? Go to trendfollowing.com/win.
This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery
The first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More