In Pursuit of the Perfect Portfolio with Stephen Foerster
Excess ReturnsJanuary 25, 202200:59:09

In Pursuit of the Perfect Portfolio with Stephen Foerster

Investors are constantly searching for the perfect portfolio. Although it may be elusive, there are common principles that can allow all of us to get closer to it. We speak to Stephen Foerster, co-author of the new book "In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest" about some of those principles, and what some of history's best investors and researchers can teach us about them.

Along with his co-author Andrew Lo, Stephen spoke to investing legends like Harry Markowitz, William Sharpe, Jeremy Siegel, Jack Bogle, Charley Ellis and Robert Shiller to capture their ideas on the construction of a perfect portfolio. We go through each of those interviews to identify the key lessons investors can learn from them.

We hope you enjoy the discussion.

In Pursuit of the Perfect Portfolio Website with more info on the book.

https://inpursuitoftheperfectportfolio.com

ABOUT THE PODCAST

Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

SEE LATEST EPISODES

https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA

https://www.validea.com

FOLLOW OUR BLOG

https://blog.validea.com

FIND OUT MORE ABOUT VALIDEA CAPITAL

https://www.valideacapital.com

FOLLOW JACK

Twitter: https://twitter.com/practicalquant

LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN

Twitter: https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau