How to Determine Which Companies to Utilize in a Momentum Strategy

Preston: I've tried to make momentum feel like value. It just doesn't help the situation. The whole point of doing momentum was to do something different because I already do value investment, right? So investing is tough. Being lucky is great. It's be a lot better. Just be lucky than overthink this stuff.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Clay Finck chats with Wes Gray all about momentum investing, how retail investors can utilize a momentum strategy, and much more!

Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

04:06 - How Wes looks at the world of investing differently with his academic background.

06:48 - Whether just owning the S&P 500 gives investors enough international exposure or not.

09:42 - What momentum investing is and why it works.

30:14 - How retail investors can utilize a momentum strategy.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Wes’ website, Alpha Architect.
Check out Wes’ research.
Wes’ book, Quantitative Momentum.
Wes’ book, Quantitative Value.
Wes’ book, DIY Financial Advisor.
Related Episode: Listen to MI126: A Rational Approach to Investing w/ Tobias Carlisle, or watch the video.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Range Rover
Toyota
Public
Airbnb
Found
NetSuite

Connect with Wes: Website | LinkedIn | Twitter

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests