In this episode, you'll learn:What is factor investing?Which factors have historically performed best?Which factors perform best in bear markets?Should you invest in one or multiple factors at the same time?Ask The Investors: What is the Relative Strength Indicator, and how do I use it? BOOKS AND RESOURCES MENTIONED IN THIS EPISODETweet directly to Jack VogelJack Vogel’s website, Alpha ArchitectJack Vogel’s tool and articles about factor investing.Andrew Berkin’s book, A complete guide to factor-based investing – Read Reviews of this book Sign up to the TIP live event in Los Angeles with Stig and David by emailing firstname.lastname@example.orgJoin the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting Download your free audio book at Audible.Find the best job candidate at Ziprecruiter.Compare and buy life insurance the easy way with Policygenius.Send money abroad the smart way with Transferwise.Be prepared for the unexpected with AirMedCare Network.Move your business to the cloud with Netsuite.Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.
Jack Vogel & Corey Philip The Value of Investing & How to Start EPISODE 29 – October 29, 2018 Today’s episode is with Jack Vogel, the CFO and CIO of Alpha Architect – a quantitative factor-based investing firm. Jack has a PhD from Drexel University and has an interesting mix of knowledge and experience in […]
Today I am speaking with Jack Vogel, co-CIO of boutique ETF issuer Alpha Architect. I’ve known Jack for some time now and was particularly excited to bring him on the show for two reasons. The first, which you will quickly learn in the episode, is his near encyclopedic knowledge of investing literature. I’ve met few investors who have both the breadth and depth of recall that he does for both academic and practitioner studies. The second was because he helps manage a momentum strategy. Almost every investor has, at one time or another, at least perused the pages of Graham’s Intelligent Investor and value investing is considered by most to be as wholesome as Warren Buffett drinking a Coca-Cola while eating apple pie. Momentum, on the other hand, is often disregarded as performance chasing nonsense, with little foundation in the realm of real investing. Yet, as you’ll find in our conversation, deep care and thought goes into both understanding the anomaly itself and constructing a portfolio that can efficiently attempt to capture it. I hope you enjoy my conversation with Jack Vogel.
Today’s conversation is with Jack Vogel, the CFO and CIO of Alpha Architect – a quantitative factor-based investing firm that invests client money using empirically-verified strategies like the value effect and the momentum effect. Jack has a PhD from Drexel University and has an interesting mix of an academic’s knowledge and a practitioner’s experience. What really stands out about this conversation is his intellectual curiosity and his commitment to do the right thing for his customers – which means compounding capital at high rates on an after-tax basis over long periods of time. Our conversation is wide-ranging and discusses everything from behavioral finance to security analysis to his firm’s research methodology. Please enjoy my conversation with Jack Vogel. Interested in more episodes of the podcast? Check out the Sure Investing Podcast website. Alternatively, check out the Sure Dividend website to learn more about my firm's research efforts.
Get appearance alerts
Subscribe to receive notifications by email whenever this creator appears as a guest on an episode.