Wes Gray, founder of Alpha Architect, discusses his personal portfolio principles and major assets. He shares his views on portfolio management, biggest investment mistakes, and long-term investing goals. They also explore topics like living in Puerto Rico for tax benefits, trend following strategy, and finding fulfillment in non-financial investments. Fishing for Dorado and lessons learned from building a portfolio are also discussed.

Dr. Wes Gray, CEO of Alpha Architect, discusses the unique tax benefits of ETFs, transitioning from a Ph.D. program to the Marine Corps, the evolution of value investing, and maximizing tax efficiency with ETF strategies. They also explore the tax advantages for business owners in Puerto Rico under Act 60.

Wes Gray discusses creating the ETF $BOXX, helping others start ETFs, and why value and momentum are effective factors. The episode touches on tax efficiencies, entrepreneurship challenges, military training impact, value investing strategies, and the complexities of launching an ETF.

In this enlightening discussion, guests John Huber, Tobias Carlisle, and Wes Gray share their immense expertise in value investing. Huber highlights the pitfalls of picking the wrong business, while Carlisle offers insights on adapting to evolving market environments. Gray discusses the cyclical nature of markets, emphasizing the importance of risk management and self-awareness in investment strategies. They reflect on personal growth in investing, sharing lessons learned and advice for younger investors on navigating financial landscapes with confidence.

Wes Gray, founder and CEO of Alpha Architect, is a strategic mind pioneering innovative ETF strategies. In this discussion, he dives into the transformative Cambria Tax Aware ETF, emphasizing its potential for tax-efficient capital appreciation with minimal dividends. He breaks down the nuances of the Section 351 tax code, helping investors optimize low-basis investments into ETFs. The conversation also highlights the growing importance of tax-efficient investing in today's landscape and how ETFs are reshaping the investment industry for the better.

Wes Gray, founder of Alpha Architect and ETF Architect, shares his lessons from growing his businesses and discusses the rapid growth of ETFs. He talks about the struggles of value investing, identifying when a factor no longer works, and the pros and cons of sector neutral value investing.

Meb Faber, a financial expert, discusses the potential of cannabis investments and unique strategies that counter crowd consensus on Twitter. Corey Hoffstein, a crypto advocate, proposes a complex trading strategy involving Bitcoin and Ethereum. Wes Gray shares insights on enhancing transparency in exchange funds and analyzes the energy sector's growth potential. The conversation is lively and packed with innovative investment ideas, perfect for anyone looking to navigate the ever-evolving financial landscape.

Explore the process of converting SMAs to ETFs with insights from Alpha Architect's Wes Gray and business lawyer Bob Elwood. They discuss the advantages, tax implications, and future trends of this conversion. The conversation also covers examples of conversions, tax optimization strategies, and navigating complexities in the financial industry. Dive into growth predictions, past forecasts, and debates on investments in this informative podcast episode.

Join Tobias Carlisle, founder of Acquires Fund and value investing expert, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray of Alpha Architect as they delve into the world of investing. The trio discusses the implications of ESG investing on capital costs and ethical considerations. They also explore the shift of international investments, emphasizing diversification beyond U.S. markets. Additionally, they touch on timeless investment principles and strategies for maintaining value investing amidst market fluctuations. Tune in for a rich exchange of insights!

Tobias Carlisle, founder of Acquirers Fund and deep value investing expert, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray, a quantitative investing specialist, dive into the holy grail of investing. They discuss the importance of diversification across uncorrelated assets, the impact of passive investing, and the psychological discipline needed for success. The trio critiques commission-free trading platforms like Robinhood, exploring their risks and implications for novice investors, while emphasizing the role of trends and unique strategies in today’s market.