From Stock Picking To Systematic Investing Success With Wes Gray (EP.167)
The Long Term Investor · Peter Lazaroff
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Show Notes
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