Best Alpha Architect Podcasts (2025)

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Tail Hedging & Trend Following in 2025 | July Round Up 44:30

Play Pause

7d ago44:30

44:30

Submit your questions! Email: [email protected] Tail Risk Hedging Still Worth It? And What’s Up With Trend Following and International Stocks?In this episode of the Alpha Architect Roundup, we tackle the recent market dip, the muted VIX, and what that means for tail risk hedging strategies. While investors hoping for a crash were left disap…

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Ep.101- God's in His Heaven All's Right with the World 1:38:47

18d ago1:38:47

1:38:47

I've likely committed some kind of crime by going an entire decade without devoting an episode to Isao Takahata's 1979 Anne of Green Gables anime series, but here it is at long last. One of the greatest literary adaptations of all time, and maybe one the greatest television shows of all time. Dave Merrill and Patricia Gosselin chat with me about th…

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What's Up with Bonds?! | June Round Up 31:32

1M ago31:32

31:32

Can Apple really be safer than the U.S. government?In this episode of the Alpha Architect Roundup, we explore the odd disconnect between credit ratings and market pricing. Apple holds a higher rating than the U.S.—but Treasury yields suggest otherwise. What does that say about risk perception, inflation expectations, and the role of bonds in your p…

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Investing Amid Trade Wars with Kai Wu 50:14

2M ago50:14

50:14

What stocks should you own in a trade war?That’s the question I posed to Kai Wu, founder of Sparkline Capital, after reading his latest blog post. His answer? It's not what most investors expect—and it goes way beyond headlines about tariffs and retaliation.We discuss:• The two key dimensions of trade exposure: sales and supply chains• Why global f…

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Do Small Cap Value Stocks ACTUALLY Outperform? 14:14

2M ago14:14

14:14

Can large value stocks hold their own against small value stocks? The answer might surprise you!In this video we challenge the narrative that small value stocks dominate, explore what really matters for long-only value investors, discuss the impact of liquidity, rebalancing, and portfolio weighting, and examine evidence from U.S. and international …

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The Trump Bear Trap | May Round Up 40:13

2M ago40:13

40:13

The Trump Bear Trap: Volatility, Tariffs, and Factor FrustrationMarkets whipsawed through April, with sudden drawdowns, massive rebounds, and political catalysts fueling confusion. In this episode of the Alpha Architect Roundup, we break down whether this is a true bear trap—or just the cost of being a long-term, evidence-based investor.Key Topics …

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Is Options Hedging Worth It? with Arin Risk Advisors’s Joe DeSipio 28:10

3M ago28:10

28:10

Is option hedging worth it — or just an expensive insurance policy?We sat down with Joe DeSipio, Chief Market Strategist at Arin Risk Advisors, to explore how professional investors think about using options for hedging, portfolio construction, and opportunistic trading.In this conversation, we cover:• Why put options are often overpriced, and what…

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Liberation Day, US Bearishness & Macro Momentum | April Round Up 21:22

3M ago21:22

21:22

Submit your questions! Email: [email protected] to the Alpha Architect Round up, where we talk market news, trends and answer any questions you may have through an evidence-based lens.In this special edition, we dive deep into trend following, macro momentum, equity valuations, and the market reaction to major trade policy shifts.In th…

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Ep.100 - Inuyasha Finalis Actum 1:06:17

4M ago1:06:17

1:06:17

The Zannen, Canada podcast has now been around for 10 years and I'm determined to not make a big deal about it! Sarah/Kittea joins me for the first time in some years to help me work through the headspace that results from dealing with trade wars and challenges to sovereignty day in and day out, and what this means for anime fans! We also chat abou…

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Dollar Weakness, Factor Portfolio Construction & Regression Noise | March Round Up 39:20

4M ago39:20

39:20

Submit your questions! Email: [email protected] to the Alpha Architect Roundup!In this episode, we dive deep into:Factor investing strategies – How much should you concentrate a portfolio?Separate vs. combined factor funds – What’s the best approach?Regression vs. characteristics – Which method is more effective?Rebalancing factor port…

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Ep.99- The Nadeshiko Club and Quebec's Lost Anime Generation 1:08:28

5M ago1:08:28

1:08:28

We may be facing tumultuous times as a nation, but this has only helped make the bond between Anglophone and Francophone anime fans stronger than ever! Patricia Gosselin is co-founder of the Nadeshiko Club, a group of esteemed scholars and panelists who have worked hard to elevate the culture of French-Canadian anime fandom and conventions. She joi…

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Trump Tariffs, NVDA Bear Case & Dividend Capture Theory | February Round Up 28:23

5M ago28:23

28:23

Submit your questions! Email: [email protected] to the Alpha Architect Roundup! In this episode, we dive deep into:NVDA's $500B stock wipeout – What happened and why?AI investing risks – Is the AI bubble bursting?Tariff wars & macro trends – How will they impact markets?Portfolio strategies – Should investors adjust their holdings?Mome…

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Rising Yields, Investment Factors & Managed Futures ETFs | January Round Up 32:49

6M ago32:49

32:49

Submit your questions! Email: [email protected] Welcome to the Alpha Architect Roundup! In this episode, we dive deep into :- Rising treasury yields and bond market signals- Inflation risk- iShares filing for a managed futures ETF- Everyone's desert island investment factors- Factor investing outlook for 2025- How GameStop (GME) may be a valu…

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How to Invest in 2025 with Wes Gray 32:23

7M ago32:23

32:23

To subscribe to the Alpha Architect blog head to alphaarchitect.com/subscribeHow to invest in 2025? If you're setting goals for the new year, one of them might be to start investing, improve your investment strategy, or simply manage your money more effectively in 2025. To help, we’ve invited our CEO and CIO, Wes Gray, to share insights on how he s…

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Ep.98 - Hervé Bédard, the Architect Behind Cybersix 2:06:47

7M ago2:06:47

2:06:47

After the last episode exploring Cybersix, I felt that we still needed to dig deeper into the story behind the incredible Japanese-Canadian co-production. There was one major perspective missing, and I was very fortunate to not only get in contact with him, but have him agree to come on the podcast: Hervé Bédard, executive producer of Cybersix and …

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Why Leader-Building is the Ultimate Legacy 25:54

7M ago25:54

25:54

By KnowHow

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7. Cathedral Continuum: Succession Planning for Leadership Legacy 42:02

7M ago42:02

42:02

By KnowHow

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6. The Flexible Tower: Navigating Change and Fostering Innovation 32:17

7M ago32:17

32:17

By KnowHow

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2024 Retrospective, International Investing & U.S. CAPE Valuations | December Round Up 38:59

7M ago38:59

38:59

Submit your questions! Email: [email protected] For more educational resources, check out the Alpha Architect blog.https://www.alphaarchitect.com/subscribeFollow us on X:Wes Gray, PhD: https://x.com/alphaarchitectJack Vogel, PhD: https://x.com/jvogs02Ryan Kirlin: https://x.com/RyanPKirlinJose Ordoñez Jr: https://x.com/JOrdonezJrThe Economist …

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5. Engineering Excellence: Developing a Sturdy and Vibrant Organizational Cultures 31:43

8M ago31:43

31:43

By KnowHow

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4. Cohesion in Construction: Team-Building Architects 37:45

8M ago37:45

37:45

By KnowHow

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3. Scaffolding the Arch: Driving Others to Lead 33:20

8M ago33:20

33:20

By KnowHow

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Joint Multi-Factor Screens, Commodity Trend & EBIT-to-TEV | November Round Up 31:14

8M ago31:14

31:14

Submit your questions! Email: [email protected] For more educational resources, check out the Alpha Architect blog.https://www.alphaarchitect.com/subscribeFollow us on X:Wes Gray, PhD: https://x.com/alphaarchitectJack Vogel, PhD: https://x.com/jvogs02Ryan Kirlin: https://x.com/RyanPKirlinJose Ordoñez Jr: https://x.com/JOrdonezJrJack's paper "…

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2. The Inner Pillar: Building Leadership Through Self-Awareness 34:53

9M ago34:53

34:53

By KnowHow

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1. The Foundation Column: Core Leadership Principles 32:40

9M ago32:40

32:40

By KnowHow

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What Happens When We Don't Build Leaders? 47:45

9M ago47:45

47:45

By KnowHow

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The Less-Efficient Market Hypothesis | October 2024 Round Up 51:31

9M ago51:31

51:31

Submit your questions! Email: [email protected] more educational resources, check out the Alpha Architect blog.www.alphaarchitect.com/subscribeFollow us on X:Wes Gray, PhD: x.com/alphaarchitectJack Vogel, PhD: x.com/jvogs02Ryan Kirlin: x.com/RyanPKirlinJose Ordoñez Jr: x.com/JOrdonezJrWelcome to the Alpha Architect Round Up. Every month th…

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Ep.97 - Bionix Omega: Death Note 1:46:31

10M ago1:46:31

1:46:31

We're not done celebration the 20th anniversary of Bionix yet! This time we're looking at the show that effectively marked the end of the block that we loved: Death Note! And we're not only looking at Death Note in the context of YTV, but also for the franchise's many connections to the city of Vancouver largely due to the amazing English dubbing w…

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NVDA Crash, Financial Repression & Factor Glide Paths | September 2024 Round Up 46:11

10M ago46:11

46:11

Submit your questions! Email: [email protected] For more educational resources, check out the Alpha Architect blog.https://www.alphaarchitect.com/subscribeFinancial Repression Blog: "Low or High Inflation? Nope, Stealthy Government Debt Liquidation!": https://alphaarchitect.com/2015/03/stealth-government-debt-liquidation/Jack's "Long-Only Val…

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Ep.96 - Bionix Alpha: Witch Hunter Robin 1:03:32

10M ago1:03:32

1:03:32

Since I'm pretty much obligated to do something in observance of the 20th anniversary of YTV's Bionix block, Sammy and I are talking about its one debut anime we haven't touched on: Witch Hunter Robin! While it's not a super interesting show on its own, it did offer a lot to chew on as part of a well-curated programming block. We also have what I b…

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Ep.95 - Gushing Over Otakuthon 1:21:10

11M ago1:21:10

1:21:10

I finally made it to Otakuthon and I already want to go back. My generous Montreal host Chris aka Kurotsuki joins me to talk about pros and cons (mostly pros) of Canada's biggest and best anime convention. We also chat a little about this year's Anime Revolution in Vancouver, and I certainly had some things to say on that.…

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Factor Decay, August Volatility & Transaction Costs | August 2024 Round Up 43:51

11M ago43:51

43:51

Submit your questions! Email: [email protected] For more educational resources, check out the Alpha Architect blog.https://www.alphaarchitect.com/subscribeRead Jack's paper on transaction costs: https://alphaarchitect.com/wp-content/uploads/2021/08/Factor_Investing_and_Trading_Costs.pdfFollow us on X:Wes Gray, PhD: https://x.com/alphaarchitec…

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Tracking Error Pain, Dividend Investing & AI | July 2024 Round Up 51:20

12M ago51:20

51:20

Submit your questions! Email: [email protected] more educational resources, check out the Alpha Architect blog.www.alphaarchitect.com/subscribeLong-Only Value Investing: Does Size Matter? by Jack Vogel: alphaarchitect.com/wp-content/uplo…ueInvesting.pdfShould You Combine Value and Momentum? with Ryan Kirlin: www.youtube.com/watch?v=IwrYP1A…

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Roaring Kitty, Factor Concentration And Investing Conviction | June 2024 Round Up 40:30

1y ago40:30

40:30

Submit your questions! Email: [email protected] more educational resources, check out the Alpha Architect blog.https://www.alphaarchitect.com/subscribeFollow us on X:Wes Gray, PhD: https://x.com/alphaarchitectJack Vogel, PhD: https://x.com/jvogs02Ryan Kirlin: https://x.com/RyanPKirlinJose Ordoñez Jr: https://x.com/JOrdonezJrWelcome to the …

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Ep.94 - There Is No Acronym That Can Describe Gundam SEED FREEDOM 1:00:59

1y ago1:00:59

1:00:59

In a move that is not at all surprising for Bandai, the demand for the long-delayed Gundam SEED FREEDOM film was drastically underestimated in Canada. Originally planned for a one night screening, the film's exhibition was expanded to a 17 day run, as screenings in most major cities frantically sold out. Could this film possibly live up to this lev…

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Market Trends and Inflation, 24/7 Trading & Momentum | May 2024 Round Up 35:40

1y ago35:40

35:40

For more educational resources, check out the Alpha Architect blog.https://www.alphaarchitect.com/subscribeFollow us on X:Wes Gray, PhD: https://x.com/alphaarchitectJack Vogel, PhD: https://x.com/jvogs02Ryan Kirlin: https://x.com/RyanPKirlinJose Ordoñez Jr: https://x.com/JOrdonezJrWelcome to the Alpha Architect Round Up. Every month the Alpha Archi…

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Ep.93 - Charlotte Watch Out, Oh God What Are You Doing Bonhomme's Coming For You 1:22:12

1y ago1:22:12

1:22:12

It's time to look at the first anime series ever set in Canada: the pastoral Quebec tale of Wakakusa No Charlotte (Charlotte of the Young Grass). It's not a World Masterpiece Theatre title, but it's got a little of that flavour, not to mention heaps of retro shoujo melodrama, so I knew that it was time to bring Dawn from the Anime Nostalgia podcast…

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Ep.92 - Scott Pilgrim Did Not, Evidently, Get It Together 1:12:24

1+ y ago1:12:24

1:12:24

Scott Pilgrim means a lot of things to a lot of people. He especially means a lot of things to his creator, Bryan Lee O'Malley, which led to a few surprises in the recent anime series Scott Pilgrim Takes Off. And now that Scott Pilgrim is officially anime... well we've gotta talk about him! Hazel and Bell return to chat about the impact Scott Pilgr…

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Ep.91 - Anxiously Awaiting the Electric Bones Christmas Special 1:25:18

1+ y ago1:25:18

1:25:18

For the first time in three years, Zannen, Canada is back in the holiday spirit, although as usual this episode has less to do with the holidays as it does looking back at our favourite media of the past year. This is in itself may be an activity best left until the beginning of the following year, but let's not worry about that. Hazel and Bell ret…

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Ep.90 - Heidi Delivers Your Weekly Dose of Pastoral Escapism 1:26:16

1+ y ago1:26:16

1:26:16

Beloved in most of the non-English-speaking world, Heidi: Girl of the Alps is quite possibly the most high profile series to have its French dub produced in Quebec. Isao Takahata's graceful and nuanced adaptation of Johanna Spyri's classic novels was a high point of Radio-Canada's programming and was making an impact a full two years before it woul…

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Ep.89 - There Are Worse Ways To Spend Twenty Years of Your Life 1:11:41

2y ago1:11:41

1:11:41

Zannen, Canada is now twenty years old, and we're celebrating with a very classic discussion. Karl and I look back on the history of the blog and podcast going back to 2003, discuss the recent demise of English-language Teletoon and finally find the courage to tackle the impending regulation of streaming services in Canada. (As a side note, I can a…

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Ep.88 - Crying Freeman Exposes the Secret Yakuza Armies of Vancouver 1:04:10

2y ago1:04:10

1:04:10

The 1995 Crying Freeman movie is notoriously difficult to watch, which means that it has to be the most amazing thing ever right? Well, in addition to being a stellar live action adaptation of a manga, it has a few things going for it: Mark Dacascos in a starring role, well staged and edited action scenes and Vancouver playing Vancouver for once. D…

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Ep.87 - The Psi Cops Guys Are Here At Last! 47:54

2y ago47:54

47:54

I sit down with Chris Nielsen and Bart Bachelor, the key creatives behind Night Sweats, to discuss their brand new blisteringly fast-paced paranormal comedy, Psi Cops - Adult Swim Canada's first English-language original series! The premiere is Sunday, June 4, 2023 (technically Monday, June 5, 2023) at 12:30am ET, with streaming on StackTV and (I a…

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Ep.86 - Cybersix: Finding Perfection In Teletoon Co-Production Chaos 1:36:15

2+ y ago1:36:15

1:36:15

It is an interesting coincidence that the imminent death of the Teletoon brand on English-language television lined up with our long-awaited discussion of Cybersix, perhaps their finest program, but I'm more than happy to make this my tribute. A 1999 collaboration between TMS and NOA Network of Animation based on a surprisingly visceral Argentinian…

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Ep.85 - Fables Of The Green Forest And Other TVO Hallucinations 1:18:15

2+ y ago1:18:15

1:18:15

Long before foreign TV shows were neatly catalogued and sourced on streaming sites and Wikipedia pages, they were haphazardly dumped onto the schedules of provincial educational broadcasters such as TVO and Knowledge Network and aired as a continuous fever dream with little context or reasoning. One such show was Fables of the Green Forest, the pro…

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Ep.84 - Pornography and Inuyasha: The Most Pressing Matters of Our Time 1:09:15

3y ago1:09:15

1:09:15

In what will hopefully be my last news roundup episode ever, Geoff and Yazy return to discuss all of the explosive anime industry news of the last few months, although we spend most of the time talking about how Sony buying out RightStuf will make it a lot harder to import hentai into Canada. We also talk about Uzumaki's constantly delayed Adult Sw…

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Ep.83 - G-Saviour: A Part of Our Heritage 1:02:25

3+ y ago1:02:25

1:02:25

If Gundam is a franchise known for its fun references and connections to Canada, then the live-action direct-to-TV movie G-Saviour is certainly the least amusing of them all. Made to celebrate Gundam's 20th anniversary in 1999 (and missing that mark by more than a full year with a release in 2000), G-Saviour was filmed entirely in Vancouver, BC and…

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Ep.82 - Tachikomas Will Make You Love Dystopian Military Robotics 1:17:58

3+ y ago1:17:58

1:17:58

If you're anything like me, Blade Runner: Black Lotus may have made you a bit nostalgic for the last time a Corus-owned station ran a cyberpunk anime directed by Kenji Kamiyama every week at midnight. Ghost in the Shell: Stand Alone Complex was a stand-out title on YTV's Bionix block for many reasons, not the least of which include the internationa…

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Ep.81 - Let's Not Get Too Optimistic, Now 1:08:17

3+ y ago1:08:17

1:08:17

Corus is set to premiere an adult-targeted anime on one of their broadcast stations for the first time in over a decade on November 13, 2021 - Blade Runner: Black Lotus on Adult Swim Canada. Excited? Well, Warner and their awkwardly synergized partners sure hope you are! But wait, does this mean we're getting Toonami? And shouldn't they have run th…

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Ep.80 - The Lonely Disco Space Journey of Ulysses 31 1:10:47

4y ago1:10:47

1:10:47

The success of Star Wars drove children's entertainment to do a lot of dumb things in the late 70s and early 80s, but throwing the characters and basic concept of HOMER'S Odyssey into space in the 31st century was definitely not one of them. While Ulysses 31 is cherished almost entirely by a small segment of GenXers who managed to catch it on TV du…