How different asset classes and investment strategies have performed during periods of unexpectedly high inflation. While trend and momentum strategies have performed the best, what are some of the challenges with implementing those strategies. Topics covered include: What has led to today's high inflation environment and why it is uniqueHow current demographic and technology trends are disinflationaryHow many inflationary regimes have there been in the pastHow stocks, residential … [Read more...]
266: Using Momentum Investing and Trend Following
How momentum investing works, what are some of the challenges in implementing it, and how can individuals use momentum in their investment portfolios. In this episode you’ll learn: What is momentum investing and why does it theoretically deliver excess return.Why do momentum strategies suffer through periods of horrendous losses.Why high trading costs and selling a position can be challenges to successfully implementing momentum strategies.What are examples of momentum oriented … [Read more...]
What Are Market Internals?
This audio lesson discusses market internals and why combined with valuations and economic trends they are a powerful tool for managing portfolio risk. Items covered include: What are the behavioral aspects of valuations and market internals. What is trend, momentum, and sentiment. What are absolute and relative trends. How trend is measured. How momentum differs from trend and how is it measured How sentiment is measured. The episode length is 12 minutes. … [Read more...]
The Powerful Impact of Momentum
This audio lesson shares a recent study that illustrates the powerful impact of momentum on investment performance. The episode length is 7 minutes. … [Read more...]