
The Long Term Investor
From Stock Picking To Systematic Investing Success With Wes Gray (EP.167)
Wes Gray, founder of Alpha Architect, joins the show to explore the evolution from traditional stock picking to data-driven quantitative investing.
Listen now and learn:
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Why even a perfect stock-picking strategy can still fail during market downturns
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The power of factor investing and how it systematically enhances portfolio returns
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A critical perspective on investing in emerging markets and private equity
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
[0:30] From Stock Picker to Quant: Wes Gray’s Investing Journey
[8:39] The Efficient Market Hypothesis and the Reality of Active Investing
[12:29] Factor Investing Explained
[19:31] Why Value Investing Has Struggled
[29:54] The Role of Momentum in a Portfolio
[33:36] A Critical Look at Emerging Markets and Private Equity