00:00 - Intro
02:55 - What are the characteristics of a good factor?
06:04 - Durable opportunities and why factors work
09:05 - The trade-off between value and quality
12:03 - Isolating vs. blending factors
14:32 - Quant strategies vs. discretionary managers
16:08 - Breaking down active manager performance using factors
18:05 - Systematic and quantitative are not the same thing
19:59 - Focused vs. diversified factor investing
22:17 - Building multi-factor portfolios
24:26 - The two different methods to constructing multi-factor portfolios
27:29 - The nuances of multi-factor investing
28:41 - The most important factors in rebalancing decisions
30:21 - Analyzing multi-factor strategies
31:56 - Quants are subject to biases and emotions too
32:47 - How building multi-factor strategies is similar to creating music
37:32 - All value strategies aren't the same
39:50 - The balance between investing and human capital
48:51 - The importance of outcomes in investing
ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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