Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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类似 ReSolve's Masterclass 的节目
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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The Influence Factor by The Influencer Marketing Factory
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Action Academy | Replace The Job You Hate With A Life You Love
1 How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50
Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…
Day 9 – What It Means to be a True Systematic Manager and How to Spot the Lemons in your Lineup
Manage episode 233871465 series 2508179
内容由ReSolve Asset Management提供。所有播客内容（包括剧集、图形和播客描述）均由 ReSolve Asset Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
So far, we have been discussing a variety of ways to build portfolios and harvest returns, but we haven’t really addressed a fundamental aspect of how we think about portfolio construction. Even though most of us like to think that we will rise to the occasion in the face of a challenge, the reality is that we will most likely sink to the level of our training during those difficult times. In the world of investing, that ‘training’ can be thought of as establishing sound, economically viable and time-tested rules when things are calm (and emotions are in check) and executing them relentlessly through thick and thin. On this 9th day, we get down to what it really means to be a systematic investor.
Reference: https://investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-2-the-many-faces-of-price-momentum/
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分享Manage episode 233871465 series 2508179
内容由ReSolve Asset Management提供。所有播客内容（包括剧集、图形和播客描述）均由 ReSolve Asset Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
So far, we have been discussing a variety of ways to build portfolios and harvest returns, but we haven’t really addressed a fundamental aspect of how we think about portfolio construction. Even though most of us like to think that we will rise to the occasion in the face of a challenge, the reality is that we will most likely sink to the level of our training during those difficult times. In the world of investing, that ‘training’ can be thought of as establishing sound, economically viable and time-tested rules when things are calm (and emotions are in check) and executing them relentlessly through thick and thin. On this 9th day, we get down to what it really means to be a systematic investor.
Reference: https://investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-2-the-many-faces-of-price-momentum/
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How we can prepare for every investment scenario. We discuss: Risk Parity and Futures Markets Leverage and Value Diversification Outsourcing Expertise Integrating Asset Classes to Maximize Returns Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.
How can we manage for scenarios when Liquidity evaporates? We discuss: The mechanics of a Liquidity Shock The Fed and the Long Volatility Gap Diversification, Tail Hedge Protection and Theta Bleed Dennis Rodman and the Long Vol Trade Yield, Growth and Inflation Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.…
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How can we move from Factor Beta to Alpha? We discuss: Swensen, Yale and aligning incentives The cycles of factor investing Machine learning, the Bias/Variance trade off and Alpha Ensembles Sustainable Alpha through continuous Innovation Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.…
What additional Sleeves can we add to maximize diversity? We discuss: Style premia, factors, smart beta – the benefits and risks Efficient negative Sharpe ratios Redemptions and “noise traders” Larry Swedroe and anomalies Value characteristics and correlations Flows and Arbitrage opportunities Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.…
How do we eat Sharpe ratio and meet financial goals with a maximally diversified portfolio? We discuss: Using leverage in a robust and diversified portfolio to preserve diversification while achieving target returns Why “credit” is not a distinct asset class and does not increase diversity Integrating your bets The repercussions of levering up What makes Risk Parity hard Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.…
Traditional yields are low, so how do we meet our funding obligations? We discuss: Rebalancing highly diversified portfolios to generate 3%-5% in excess returns The Diversification Ratio and maximally diversified portfolios The increased value of maximally diversified commodity sleeves Special advantages for non-institutional investors Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.…
Diversity of investments only produces “diversification” if asset classes are held in proper balance. We discuss: The 60/40 portfolio and why it’s not diversified or risk-balanced The advantages of Global Risk Parity Portfolios How leverage helps to preserve diversification Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.…
Investors are often prone to “home-country” equity bias and other heuristics that leave them under-exposed to the world’s many diverse opportunities. We discuss: The importance of global asset class diversity Ray Dalio and the “All Weather Portfolio” Making portfolios resistant to inflation and growth shocks Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.…
Philip Tetlock’s research on the qualities of Super-forecasters explains why forecasting is hard and how diverse models and systematic thinking can help close the gap. We discuss: Improving predictions by regularly updating data The Brier Score and why it really matters Why larger samples permit more accurate short term predictions The difficulties with the “Long Now” narrative Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.…
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The team has spent the last 11 episodes discussing the importance of asset allocation; the role of systematic “factor” tilts like momentum, value and trend; and how portfolio optimization can act as a force multiplier on long-term performance. This episode comes full circle by integrating all of the concepts described thus far: Asset Allocation, Risk Balance, Ensemble Methods, Portfolio Optimization and Factor investing, using multi-asset momentum as a case study for this integration. The team also discusses the importance of process diversification in terms of how to select an optimal multi-asset investment universe; diverse measures of momentum; different methods of portfolio optimization; and holding period diversification. A fitting conclusion to the 12 Days of Wisdom series, this is one that listeners will not want to miss! Whitepaper: http://www.investresolve.com/adaptive-asset-allocation/ Articles: https://investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-1-universe-selection/ https://investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-2-the-many-faces-of-price-momentum/ https://investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-3-risk-adjusted-momentum/ https://investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-4-momentum-weighting/ https://investresolve.com/blog/same-same-but-different/ https://investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-2-the-many-faces-of-price-momentum/ https://investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-3-risk-adjusted-momentum/ https://investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-4-momentum-weighting/ https://investresolve.com/blog/same-same-but-different/…
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1 Day 11 – How to Juice as Much Value as Possible from Trend Following - The Cheapest Factor Out There Today 20:22
In our second-to-last episode, ReSolve’s newest partner Jason Russell is joining us to share his wisdom on one of the most misunderstood strategies out there. While many investors are aware of the solid returns a simple trend following approach can produce, it is the ability to select from a wide universe of uncorrelated asset-classes (especially currencies and commodities) and to use multiple signals that offer the greatest benefits. These ensemble methods truly maximize the ability to harvest the trend (and any other) premium and add a significant Sharpe ‘bonus’ to portfolios. Reference: https://investresolve.com/blog/diversification-what-most-novice-investors-miss-about-trend-following/…
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1 Day 10: How Thoughtful Portfolio Optimization Techniques can be a Total Game Changer for Portfolio Results 33:29
The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish. The fact is that every portfolio formation – even the so-called ‘passive portfolio’ - expresses very active beliefs about how markets function, and the relationships between risk and return. It’s critical to understand these relationships in order to choose the optimal method of portfolio construction. Many common techniques such as market cap and equal weighting are profoundly sub-optimal in practice! In this episode, we discuss ReSolve’s portfolio optimization article series and describe why appropriate portfolio optimization can act as a powerful force-multiplier on long-term performance. Whitepaper: https://investresolve.com/portfolio-optimization-general-framework-lp/ Articles: https://investresolve.com/blog/portfolio-optimization-simple-optimal-methods/ https://investresolve.com/blog/portfolio-optimization-case-study-managed-futures/…
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1 Day 9 – What It Means to be a True Systematic Manager and How to Spot the Lemons in your Lineup 30:33
So far, we have been discussing a variety of ways to build portfolios and harvest returns, but we haven’t really addressed a fundamental aspect of how we think about portfolio construction. Even though most of us like to think that we will rise to the occasion in the face of a challenge, the reality is that we will most likely sink to the level of our training during those difficult times. In the world of investing, that ‘training’ can be thought of as establishing sound, economically viable and time-tested rules when things are calm (and emotions are in check) and executing them relentlessly through thick and thin. On this 9th day, we get down to what it really means to be a systematic investor. Reference: https://investresolve.com/blog/dynamic-asset-allocation-for-practitioners-part-2-the-many-faces-of-price-momentum/ https://investresolve.com/blog/same-same-but-different/…
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1 Day 8 –Why Financial Professionals and their Clients Need to Get Comfortable with Being Uncomfortable in the Coming Decade 21:16
Some of the ideas discussed in the last few episodes may raise a few eye-brows, as they force advisors and investors to venture outside of their comfort zones. But consider the alternative. At current valuation levels, US equities and bonds are unlikely to deliver meaningful (or even positive) returns in the coming years. What do we propose? Go global and let go of home-country bias. Diversify across asset-classes, factors and strategies. Embrace tracking-error. The key message on this 8th day is: get comfortable with being uncomfortable. Reference: https://investresolve.com/blog/get-comfortable-with-being-uncomfortable-part-1-valuations/ https://investresolve.com/blog/get-comfortable-uncomfortable-part-2-maximum-diversification/ https://investresolve.com/blog/get-comfortable-with-being-uncomfortable-factor-investing/…
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1 Day 7 – How to think about your Alternative Sleeve in the Context of Getting the Most Bang for your Buck 23:42
And on the 7th day, the Meta Portfolio was created. After analyzing the many sources of return across major global asset classes, we now focus on how to implement different strategies and the most thoughtful way of putting those pieces together. When advisors and investors consider adding liquid alternative strategies to their usual combination of stocks and bonds, it usually represents between 10% and 20% of their overall allocation. But if we really want this sleeve to provide meaningful, differentiated performance to our portfolio, we need to think about capital efficiency. Reference: https://investresolve.com/blog/capital-efficiency-trumps-fees/ https://www.rcmalternatives.com/2018/04/three-alternative-funds-walk-into-a-bar/…
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While we have played defense with concepts such as equal risk contribution, which help avoid big losses and mitigate sequence of returns risk, it’s time to play some offense. As we seek to compound our portfolios in the highest possible number of positive rolling periods, we need to better understand where returns are really coming from and how sustainable than can be. On this 6th day, we will investigate the many ways to harvest excess returns from investment factors (also known as style premia), and how to avoid being specifically wrong in your approach. Reference: https://investresolve.com/blog/active-passive-factors/ https://investresolve.com/blog/factors-essential-part-nutritious-portfolio/…
After creating a theoretical framework with an almost obsessive focus on diversification and risk-adjusted returns, we bring you case studies of global asset classes throughout history that will demonstrate the importance of not depending on (often lucky) predictions. As we invest over the next few decades, we should aim to protect our sequence of positive returns by preventing the “maniacs from taking over the asylum”. This is where the rubber begins to meet the road. Welcome to Day 5. Reference: https://investresolve.com/blog/path-dependency-financial-planning-retirement-edition/…
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ReSolve's Masterclass
On our fourth day, we add yet another layer of diversity onto our building blocks. While diversity across global asset-classes is a useful first step, there are other aspects of the portfolio construction and rebalancing processes that can push the diversification boundaries even further and help improve risk-adjusted performance. As described in our popular “Buffet Bet” blog post, these well-known factors (or ‘smart Betas’) can provide further uncorrelated return drivers to help smoothen the long-term path of invested capital. Reference: https://investresolve.com/blog/resolves-buffett-bet-portfolio-risk-parity-and-factors/ https://investresolve.com/blog/active-passive-factors/…
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ReSolve's Masterclass
Now that we have established an ideal investment arena and the benefits of maximizing portfolio diversity, we can use these building blocks to dig a little deeper into the fundamental reasons why global asset classes are able to provide significant diversification opportunities for investors in the coming years. We all know that economies and markets across the world exist as a function of the fundamental drivers of inflation and growth, and the interactions of governments, companies and individuals throughout their cycles. By understanding how each asset-class behaves throughout the four economic regimes, investors will not need to rely on predictions to thrive in most market environment. Welcome to Day 3. Reference: https://investresolve.com/blog/global-passive-benchmark-etf-factor-tilt/…
In episode one we described an investment arena that is likely to provide the best long-term opportunities. On this second day, we lay out the case for giving as much (or more) credence to portfolio diversification opportunities as is given to a strategy’s investment edge. We believe investors should always seek the highest compensation for the risks they are willing to incur. In other words, their objective should be, as much as possible, to get the most bang (return) for their buck (risk). It can be useful to think of this risk-adjust return (or Sharpe Ratio) as a function of (1) an investor’s skill in generating consistent returns and (2) the amount of true diversification available in the investment universe at their disposal. We believe this second point is the most widely-overlooked aspect of portfolio construction, and we seek to remedy this today. Reference: https://investresolve.com/blog/the-case-for-tactical-alpha-part-1-the-fundamental-law-of-active-management/ https://investresolve.com/blog/the-case-for-tactical-alpha-part-2-the-fundamental-flaw-of-grinolds-fundamental-law/ https://investresolve.com/blog/the-case-for-tactical-alpha-part-3-the-greatest-trick-wall-street-ever-pulled/…
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ReSolve's Masterclass
On the first day of this series, we answer a pivotal question that every investor should ask themselves before embarking on their investment journey: where should you dedicate most of your energy and focus, asset allocation or security selection? We review how the biggest impact to portfolios comes from asset classes rather than individual securities. We also expand on how the largest pools of capital may lack the portfolio agility and mandate flexibility to take full advantage of the excess returns available in the asset allocation arena. This reality tends to generate better and more sustainable long-term opportunities for smaller, unconstrained players to deploy nimble and adaptive investment strategies. Reference: https://investresolve.com/importance-asset-allocation-vs-security-selection/…
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Daily Deals
类似 ReSolve's Masterclass 的节目
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
T
The Influence Factor by The Influencer Marketing Factory
1
The Influence Factor by The Influencer Marketing Factory
The Influencer Marketing Factory
37k126
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
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