Jack Vogel

Today I am speaking with Jack Vogel, co-CIO of boutique ETF issuer Alpha Architect. I’ve known Jack for some time now and was particularly excited to bring him on the show for two reasons. The first, which you will quickly learn in the episode, is his near encyclopedic knowledge of investing literature. I’ve met few investors who have both the breadth and depth of recall that he does for both academic and practitioner studies. The second was because he helps manage a momentum strategy. Almost every investor has, at one time or another, at least perused the pages of Graham’s Intelligent Investor and value investing is considered by most to be as wholesome as Warren Buffett drinking a Coca-Cola while eating apple pie. Momentum, on the other hand, is often disregarded as performance chasing nonsense, with little foundation in the realm of real investing. Yet, as you’ll find in our conversation, deep care and thought goes into both understanding the anomaly itself and constructing a portfolio that can efficiently attempt to capture it. I hope you enjoy my conversation with Jack Vogel.

In this conversation with Jack Vogel, CIO and CFO at Alpha Architect, a powerhouse in factor-based investing, listeners dive into the mechanics of factor investing and its historical performance. Vogel discusses how factors perform in bear markets and whether to invest in single or multiple factors simultaneously. Additionally, he shares insights on using the Relative Strength Indicator and examines the evolving role of Bitcoin in finance. This insightful talk combines investment strategies with behavioral insights, making it a must-listen for aspiring investors.