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The Alpha Architect Round Up

The Alpha Architect Round Up

Alpha Architect

The Alpha Architect mission is to empower investors through education.
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Top 10 The Alpha Architect Round Up Episodes

Goodpods has curated a list of the 10 best The Alpha Architect Round Up episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Alpha Architect Round Up for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Alpha Architect Round Up episode by adding your comments to the episode page.

The Alpha Architect Round Up - Compound Your Knowledge: Factors, Opportunity Zones, HFs
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06/25/19 • 15 min

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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The Alpha Architect Round Up - Compound Your Knowledge: ESOPs, Factors, Incentives
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06/25/19 • 15 min

In today’s video, we examine three posts. First, we examine ESOPs and 1042 QRP (qualified replacement property) with Doug Pugliese. Second, we examine a guest post by Nicolas Rabener examining Value, Momentum and Carry over the past 10 years. Last, we examine a guest post by Elisabetta discussing a new paper on rankings/incentives. 1042 QRP: How to Finance a Seller Note 00:35 https://alphaarchitect.com/2019/01/23/1042-qrp-how-to-finance-a-seller-note/ Value, Momentum & Carry Across Asset Classes 07:17 https://alphaarchitect.com/2019/01/25/value-momentum-carry-across-asset-classes/ Rankings and Risk-Taking in the Finance Industry 12:37 https://alphaarchitect.com/2019/01/22/rankings-and-risk-taking-in-the-finance-industry/
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This week Ryan and Jack have a discussion on three topics. First, they discuss ETF tax efficiency based on the findings in a new paper by the RAFI team. Second, they discuss the profitability factor as Larry Swedroe highlights a new paper on international evidence. Third, they discuss Jack's article on how one should benchmark a trend following strategy. Paper Links: Can Your Alpha Cover the Tax Bill? Pro-Tip: The ETF Wrapper May Help. https://alphaarchitect.com/2018/10/15/can-your-alpha-cover-the-tax-bill-pro-tip-the-etf-wrapper-may-help/ The Profitability Factor: International Evidence https://alphaarchitect.com/2018/10/18/the-profitability-factor-international-evidence/ What is the correct benchmark for trend following? https://alphaarchitect.com/2018/10/16/what-is-the-correct-benchmark-for-trend-following/
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In this week’s post, we discuss three papers. The first post, written by Wes, covers a deep-dive into trend-following on equities. The second post, written by Andrew Miller, examines Large-Cap Value portfolios. The last post, written by Larry Swedroe, examines Active Management. Trend Following: The Epitome of No Pain, No Gain https://alphaarchitect.com/2019/06/26/trend-following-the-epitome-of-no-pain-no-gain/ Large-Cap Price-to-Book Investing: What is Dead May Never Die https://alphaarchitect.com/2019/06/25/large-cap-price-to-book-investing-what-is-dead-may-never-die/ Is Active Management Skilled? If So, Who Benefits? https://alphaarchitect.com/2019/06/28/is-active-management-skilled-if-so-who-benefits/
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Today, Ryan and Jack discuss three topics discussed on Alpha Architect's blog over the past two weeks. First, they discuss a post by Wes, discussing the benefits and pitfalls of portfolio diversification. Second, they discuss a new working paper which questions how the Investment CAPM can price momentum. Last, they discuss a guest post by Larry Swedroe, which examines Portfolio Construction for factor funds. Video Links/Notes Summing Up the Potential Benefits and Pitfalls of Diversification in 3 Slides https://alphaarchitect.com/2018/10/04/summing-up-the-potential-benefits-and-pitfalls-of-diversification-in-3-slides/ How Can the Investment CAPM Price Momentum? https://alphaarchitect.com/2018/10/02/how-can-the-investment-capm-price-momentum/ How a Multi-Factor Portfolio is Constructed Matters https://alphaarchitect.com/2018/10/11/how-a-multi-factor-portfolio-is-constructed-matters/
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The Alpha Architect Round Up - Compound Your Knowledge: Affiliated Funds, Diversification
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06/25/19 • 11 min

This week Ryan and Jack discuss two topics. First, they discuss a paper examining the performance of bank affiliated mutual funds. Second, they examine a post by Larry Swedroe on diversification. Paper Links: Do Bank Affiliated Funds Underperform Affiliated Funds? https://alphaarchitect.com/2018/10/29/do-bank-affiliated-funds-underperform-unaffiliated-funds/ Asset Diversification in a Flat World. https://alphaarchitect.com/2018/11/01/asset-diversification-in-a-flat-world/ The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available below. Definitions of common statistics used in our analysis are available below (towards the bottom). https://alphaarchitect.com/disclosures/ Join thousands of other readers and subscribe to our blog. https://alphaarchitect.com/subscribe/
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The Alpha Architect Round Up - Compound Your Knowledge: Factor Investing & Hedge Fund Performance
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06/25/19 • 14 min

In this week’s video, we discuss three posts. The first post discusses the new index analysis section on our site. The second post, written by Tommi, uses Hedge Funds’ past performance to identify if one can predict future Hedge Fund performance. The last post discusses Wes’ video examining an older article–Factor Investing is Simple, but Not Easy. Quarterly Index Analysis and Commentary: Q1 2019 https://alphaarchitect.com/2019/04/24/quarterly-index-analysis-and-commentary-q1-2019/ Only Hedge Fund Winners in Tough Times Show Skill https://alphaarchitect.com/2019/04/22/only-hedge-fund-winners-in-tough-times-show-skill/ Factor Investing is Simple, But Not Easy (Video) https://alphaarchitect.com/2019/04/18/factor-investing-is-simple-but-not-easy-video/
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The Alpha Architect Round Up - Compound Your Knowledge: Financial Advice, The Global Market Portfolio
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06/25/19 • 12 min

This week Ryan and I discuss two topics. First, we examine a paper titled, “The Misguided Beliefs of Financial Advisers”, which examines if financial advisors are conflicted, or simply misguided. Second, we examine a post on the Unobservable Global Market Portfolio. A Proxy for the Unobservable Global Market Portfolio https://alphaarchitect.com/2018/11/26/a-proxy-for-the-unobservable-global-market-portfolio/ Is Financial Advice Conflicted or Is It Simply Misguided https://alphaarchitect.com/2018/11/29/is-financial-advice-conflicted-or-is-it-simply-misguided/
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The Alpha Architect Round Up - Compound Your Knowledge: Stock Buybacks

Compound Your Knowledge: Stock Buybacks

The Alpha Architect Round Up

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07/05/19 • 9 min

We hope everyone had a nice 4th of July weekend! In this week’s post, we discuss one paper, titled “Buyback Derangement Syndrome.” The paper was summarized on our site by Tommi, and the paper was written by Clifford Asness, Todd Hazelkorn, and Scott Richardson, all of AQR. Debunking Myths About Stock Buybacks https://alphaarchitect.com/2019/07/01/debunking-myths-about-stock-buybacks/
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The Alpha Architect Round Up - Compound Your Knowledge Holiday Episode

Compound Your Knowledge Holiday Episode

The Alpha Architect Round Up

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02/24/20 • 26 min

Compound Your Knowledge Holiday Episode by Alpha Architect
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FAQ

How many episodes does The Alpha Architect Round Up have?

The Alpha Architect Round Up currently has 53 episodes available.

What topics does The Alpha Architect Round Up cover?

The podcast is about Podcasts and Business.

What is the most popular episode on The Alpha Architect Round Up?

The episode title 'Compound Your Knowledge Episode 29: What’s the Story Behind EBIT/TEV?' is the most popular.

What is the average episode length on The Alpha Architect Round Up?

The average episode length on The Alpha Architect Round Up is 23 minutes.

When was the first episode of The Alpha Architect Round Up?

The first episode of The Alpha Architect Round Up was released on Apr 4, 2018.

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