Flirting with Models

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    • Season 1 (2018)
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Category: Season 1

  • Season 1

S01E07: The Man in the Machine (Learning)

  • June 26, 2018
  • Tagged as: machine learning, value
“How do you come to a rational conclusion as to what a company is worth?”  A seemingly simple question with little-to-no clear answer. For John Alberg, a background in computer science and a passion for machine...

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Corey Hoffstein
  • Season 1

S01E06: Momentum in Theory, Momentum in Practice

  • June 26, 2018
  • Tagged as: momentum
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...

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Corey Hoffstein
  • Season 1

S01E05: “Win Bigger Than You Lose”

  • June 26, 2018
  • Tagged as: momentum, trend following, volatility
In this episode, I am joined by JD Gardner, founder and managing member at Aptus Capital. In his time in the industry, JD has served in the role of associate financial advisor, analyst to a...

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Corey Hoffstein
  • Season 1

S01E04: “Just Survive”

  • June 26, 2018
  • Tagged as: asset allocation, trend following
My guest, this episode, likely needs little introduction.  His paper, a Quantitative Approach to Tactical Asset Allocation is the highest ranked paper on SSRN with over 200,000 downloads at the point of recording.   But...

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Corey Hoffstein
  • Season 1

S01E03: Risk Reducers & Return Enhancers

  • June 26, 2018
  • Tagged as: hedge funds
In many ways, the topic of conversation for this episode revolves around what ultimately amounts to a fairly vanilla, almost-index like  portfolio. The asset class in question, however, may verge on the exotic for listeners...

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Corey Hoffstein
  • Season 1

S01E02: Thinking Like an Acquirer

  • June 26, 2018
  • Tagged as: long/short equity, value
This episode I chat with Toby Carlisle, a managing member at Carbon Beach Asset Management and author of popular value investing books such as Deep Value and The Acquirer’s Multiple.  Toby’s approach to value investing...

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Corey Hoffstein
  • Season 1

S01E01: The Ultimate Gift

  • June 26, 2018
  • Tagged as: asset allocation, diversification
My guest in this episode is Adam Butler, Chief Investment Officer at ReSolve Asset Management. Adam’s story is the near quintessential example of my belief that every investor’s approach is colored by their experience. From...

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Corey Hoffstein
SEE YOU SPACE COWBOY...
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