RR

[@BitsOfInterest]

Wow, this is not a play in the background episode, this is pay attention to this lecture and rewind if you missed something, LOL 😋

[@gregmanderson78]

For sure. I started this at 2am while up for feeding my newborn twins and i got 5 mins in and decided its WAY too early for this stuff. 😴

[@rudi5764]

Incredible episode. So many questions answered that I had for a long time. Thank you all!

[@LHK2]

First ! These academic finance guests are great.

[@Martin-qb2mw]

Fantastic interview. As Ben says: If you can't explain a stock market anomaly then it's not useful as a predictor (not a direct quote obviously). This guy has the explanations and knows when there aren't any.

[@henryvasquez7665]

59:36 doggo: He's talking to himself again...

[@innerscorecard9433]

Around the 25 min mark. I think it is an error to assume that the signals are orthogonal in nature. In fact, a multi factor model may be looking for interaction terms. I think Partha Mohanram's work really is about exploiting interaction terms and bayesian effects

[@logoutjason4689]

so for long-term capital appreciation and overall total returns is the consensus that best results are more likely when invested in a Total stock market, almost free ETF like VTI, or go with something with a factor tilt like aVantis and pay the extra .12 in expense ratio. I think that's what they were trying to ask him but I still feel confused

[@khalidkhalaiwi3348]

As Ben says : investment is solved

[@stevehazeltine6487]

Can anyone provide some links or resources to explain rough numbers for what might be considered a “very” profitable stock?

[@nemuritai]

From FF2015, "profitability (measured with accounting data for the fiscal year ending in t-1) is annual revenues minus cost of goods sold, interest expense, and selling, general, and administrative expenses, all divided by book equity at the end of fiscal year t-1. We call this variable operating profitability, OP, but it is operating profitability minus interest expense. " Investment is calculated as "the growth of total assets for the fiscal year ending in t-1 divided by total assets at the end of t-1."

[@stevehazeltine6487]

@@nemuritai Let me rephrase : I’m not asking for what profitability IS- I actually understand that- I’m asking what range of numbers might be considered as “very” profitable. They talk about high and low profitability in this episode, but I don’t actually know what “high” is.

[@masafelipe7033]

So, its harmful to combine quality and value factor etfs in same portfolio? In MSCI paper combining factors seems that buying both indexes gets good results.

[@a.j.4644]

30:11 I'm only halfway through the video, but I gotta know: Did someone let the 🐩 poodle in??? S/he looks ready to contribute to the discussion.

[@Mosesusorer]

Dog: “A market crash is coming soon y’all. You’ve been warned!”

[@naif897]

it would me amazing if you could make a video about that paper and try to explain it in simpler way I would really appreciate that

[@ajrobbins368]

Thank you!

[@70qq]

ty

[@sleepless2541]

52:53