By Jack M. Forehand (@practicalquant) — With so many great investing podcasts out there, it can be difficult to identify the best ones. Through our new Podcasts of the Week segment, I will try to help filter out the most interesting episodes and identify the podcasts I learned the most from each week. In addition, we will also take a look at a great podcast from the past via the From the Archives section. Best Episodes This Week Tobias Carlisle – The Meb Faber Show – 10/25/2017 On the surface, buying companies that earn high returns on capital seems like […]
James O’Shaughnessy’s What Works on Wall Street is something of a bible for quantitative investors, and in a recent Investors Podcast, O’Shaughnessy talked about what his vast amount of research has taught him. O’Shaughnessy says it is critical to understand human nature if you want to succeed at investing. While his book detailed how dozens of quantitative strategies have worked over several decades, he says he wasn’t worried that disclosing the information would lead to hordes of investors piling into the best strategies, and thus ruining them. He “knew that, human nature being what it is, that they might get […]
In an excellent recent interview with The Investors Podcast, quantitative guru Tobias Carlisle talks about the powerful force of mean reversion in the stock market and economy, and offers a number of insights about quantitative investment strategies.