Quant Investing

In this episode Preston and Stig talk to Patrick O’Shaughnessy about what he does best: “Demystifying stocks with hard core facts!” Patrick O’Shaughnessy is a lead authority in the new generation of quant value investors, and he runs the amazing blog, The Investor’s Field Guide. Co-hosting this week’s show is bestselling author Toby Carlisle, who blogs at Greenbackd.com

In this episode, you’ll learn:

  • Why you shouldn’t be worried about companies that uses leverage to buy back shares
  • If excess stock returns found through back testing can be expected to continue in the future
  • Why a back testing strategy is more profitable when combined with a basic strategy
  • Why the optimal stock portfolio might be a combination of momentum and value stocks
  • Why buying Amazon stocks is the same as buying lottery tickets
  • Ask the Investors: How should I position my portfolio if the FED hikes rates?

 

 


Books and resources mentioned in this episode

Patrick O’Shaughnessy’s Site, The Investor’s Field Guide

Patrick O’Shaughnessy’s book, Millennial Money – Read reviews of this book

Patrick O’Shaughnessy’s blog post about Debt and Share Buybacks

Patrick O’Shaughnessy’s blog post about Momentum and Value Stocks

Billionaire Mark Cuban’s blog post about Share Buybacks

Toby Carlisle’s Blog: Greenbackd.com

Toby Carlisle’s Book, Deep Value – Read reviews of this book

Toby Carlisle’s Book, Quantitative Value – Read reviews of this book

Stig’s Blog on Momentum Investing

Stig’s 2nd Blog Post on Momentum Investing

Paul Graham’s Free Essays

Paul Graham’s book, Hackers and Painters – Read reviews of this book


Videos that support this podcast

Patrick talking about Millennial’s Investing on CNBC’s Squawk Box

Patrick O’Shaughnessy on Individual Investing 


Download Preston and Stig's Free Checklist

Download Preston & Stig's free stock investing checklist. Their checklist was developed after spending countless hours studying billionaires like, Warren Buffett, Carl Icahn, and Ray Dalio. With their checklist, you can find safe picks that protect and grow your principal. Additionally, Preston & Stig read a lot of books and write executive summaries for each book they finish. If you download their checklist, you will be added to their monthly e-mail list where they send their book summaries. There are never any advertisements...ever. Here's an example of one of their executive summaries, based on the book written by Billionaire Charlies Koch.