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The Long Term Investor

From Stock Picking To Systematic Investing Success With Wes Gray (EP.167)

Aug 28, 2024
42:27

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:

  • Why even a perfect stock-picking strategy can still fail during market downturns

  • The power of factor investing and how it systematically enhances portfolio returns

  • 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 

 

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