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.
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Compound Your Knowledge: Factors, Opportunity Zones, HFs
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Manage episode 236843499 series 2431123
Content provided by Alpha Architect. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alpha Architect or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week Ryan and Jack discuss three topics. First, they examine the returns to U.S. stock broken down by (1) size and (2) factors (mega-cap stocks were the place to invest over the last 5 years!). Second, they examine a post by Adam Tkaczuk on Opportunity Zones–a must read for those with low basis securities. Third, they examine a post by Tommi on Hedge Funds and their role in reducing mispricing. Paper Links: Factor Investing Fact Check: Are Value and Momentum Dead? https://alphaarchitect.com/2018/11/15/factor-investing-fact-check-are-value-and-momentum-dead/ Want to Minimize Capital Gains Taxes? Check Out Our Guide to Opportunity Zone Investments https://alphaarchitect.com/2018/11/13/want-to-minimize-capital-gains-taxes-check-out-our-guide-to-opportunity-zone-investments/ Hedge Funds may Profit from Stock-Picking and Help Reduce Mispricing https://alphaarchitect.com/2018/11/12/hedge-funds-may-profit-from-stock-picking-and-help-reduce-mispricing/
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60 episodes
MP3•Episode home
Manage episode 236843499 series 2431123
Content provided by Alpha Architect. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alpha Architect or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week Ryan and Jack discuss three topics. First, they examine the returns to U.S. stock broken down by (1) size and (2) factors (mega-cap stocks were the place to invest over the last 5 years!). Second, they examine a post by Adam Tkaczuk on Opportunity Zones–a must read for those with low basis securities. Third, they examine a post by Tommi on Hedge Funds and their role in reducing mispricing. Paper Links: Factor Investing Fact Check: Are Value and Momentum Dead? https://alphaarchitect.com/2018/11/15/factor-investing-fact-check-are-value-and-momentum-dead/ Want to Minimize Capital Gains Taxes? Check Out Our Guide to Opportunity Zone Investments https://alphaarchitect.com/2018/11/13/want-to-minimize-capital-gains-taxes-check-out-our-guide-to-opportunity-zone-investments/ Hedge Funds may Profit from Stock-Picking and Help Reduce Mispricing https://alphaarchitect.com/2018/11/12/hedge-funds-may-profit-from-stock-picking-and-help-reduce-mispricing/
…
continue reading
60 episodes
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