wesley Gray


In this episode, Preston and Stig continue their conversation with Dr. Wesley Gray. Dr. Gray is an experienced value investor that has conducted extensive research and backtesting on various types of hybrid investing approaches. In particular, Dr. Gray has found that momentum investing has increased portfolio returns when combined with a value based strategy. If you missed the first part of the interview, you will want to go back and listen to episode 122.

In this episode, you’ll learn:

  • Why value investors have the perfect temperament to follow a momentum strategy.
  • If investors can improve their momentum strategy by individual stock picking.
  • Why Wesley Gray is long US stocks though he believes they are highly overvalued.
  • Ask the Investors: Why and when you should consider shorting the S&P500.
  • Ask the Investors: What moment did you decided to become a lifelong learner?

Tweet your comments about this episode directly to Preston, Stig, and the rest of The Investor’s Podcast Community using #TIPMoney.

Books and Resources Mentioned in this Podcast

Dr. Wesley Gray’s website: Alpha Architect

Dr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this book

Dr. Wesley Gray’s book: Quantitative Value – Read Reviews for this book

Dr. Wesley Gray’s Twitter

Preston and Stig’s previous episode with Dr. Gray

Preston and Stig’s interview with billionaire Jesse Itzler

Stig’s blog post about momentum investing



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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.