Section
passive investing
95 posts
"Passive ETFs" Are Hiding The Bear Market
by Lance Roberts, RIA Passive ETFs are hiding a bear market in stocks. That may sound like a…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
26 Michael Green: The Inelastic Market Hypothesis (Explains the Market's Volatility)
Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a revealing conversation…
25 Mike Green: The Un-consensus on Today's Macro & Inflation
Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a blockbuster of…
Is passive feeding the FAANGed mega-cap beast?
by Eric Thaut, Russell Investments It has been well documented that, over the last five years, a small…
Cole Smead: "The Milken Approach"
by Cole Smead, Smead Capital Management Michael Milken rose to the top of Wall Street by way of…
Charles Ellis: In Defense of Active Investing
by Charles D. Ellis, CFA, Chairman, Whitehead Institute, via CFA Institute This post was originally published on June…
Value Investing Under Pressure and the Pressure to Go Passive
The investment sea change. Value is out, growth is in and passive keeps beating active. Financial thought leaders…
Som Seif: What are some baby-step alternative investing moves to start with?
Financial technology and innovation have made it possible for all investors to access alternative investment, with great transparency,…
October Exposed The Passive Problem
by Lance Roberts, Clarity Financial I have written about the “problem with passive” previously which mostly fell on…
Style drift & the rise of the generalist
by Craig Basinger, Chris Kerlow, Shane Obata, Derek Benedet, Connected Wealth, Richardson GMP When starting in the investment…
The Efficiency Factor in Stock vs. Index Picking
by Charles Roth, Thornburg Investment Management If the efficient markets hypothesis is questionable at the stock level, it’s…
Hougan and Nadig: "Expense is the New Alpha"
We chatted with Matt Hougan, Chairman, Inside ETFs (former CEO, ETF.com) and Dave Nadig, Managing Director, ETF.com at…
Hougan and Nadig: ETFs in Canada are at a Tipping Point
We chatted with Matt Hougan, Chairman, Inside ETFs (former CEO, ETF.com) and Dave Nadig, Managing Director, ETF.com at…
Howard Marks: Investing Without People
by Howard Marks, Oaktree Capital Over the last twelve months I’ve devoted three memos to discussing macro developments,…
The Problem With Indexing
by John Coumarianos, Analyst, Clarity Financial Indexing your investments is a good way to increase your chances of…
