Wes Gray & Jack Vogel, Alpha Architect - BOXX, HIDE, & Why Trend Following is Timeless. PLUS: Embarrassing Career Moments | #474
Today’s returning guests are Alpha Architect’s Wes Gray & Jack Vogel. In today’s episode, we kick it off with an update on the ETF white-label business and some of their new funds, BOXX and HIDE. Then we talk about why you need to think more about taxes when investing, the state of value, why trend-following is timeless, and what the most embarrassing moment in each of our careers. I-was-speechless. Before we get to the episode, Wes’ brother was recently on Joe Rogan’s podcast and helped Joe get a bunch of reviews, so help Wes compete with his brother and go leave us a review on Apple, Spotify, or wherever you listen to the show!
Key Points
- Value investing in large-cap stocks is statistically indistinguishable from small-cap value investing when portfolios are equal-weighted.
- Box spreads are an innovative fixed-income ETF strategy that aims to deliver T-bill returns with added yield, leveraging options to isolate fixed payoffs in the future.
- The ETF called "HIDE" employs a simplified trend-following approach within its fixed-income sleeve, aiming to provide diversification and performance during periods of high inflation and deflation.
Follow Wes: Website; X; LinkedIn
Follow Jack: Website; X; LinkedIn
Resources: Wes' appearance on the podcast in September 2021 Kai Wu on The Meb Faber Show in May 2022 Perth Tolle on The Meb Faber Show in June 2021 Doug Pugliese on The Meb Faber Show in February 2021 Wes' appearance on the podcast in October 2020 BOXX HIDE Alpha Architect’s advisor tools Eric Crittenden on The Meb Faber Show in February 2022
Chapters
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Transcript
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