From Stock Picking To Systematic Investing Success With Wes Gray (EP.167)
Release Date: 08/28/2024
Why ‘The Intelligent Investor’ Still Matters in a Fast-Paced Market With Jason Zweig (EP.178)
The Long Term Investor
Are today’s markets testing your patience, or making you question your strategies? Jason Zweig believes that timeless investment wisdom is more relevant now than ever. In this episode, we’re recording live from the New York Stock Exchange as Zweig discusses why Benjamin Graham’s "The Intelligent Investor" remains a cornerstone of disciplined investing. Zweig shares insights on the psychological challenges investors face, the role of human nature in decision-making, and why mastering market psychology is key to achieving lasting success. Listen now and learn: Why core investment...
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Post Election Thoughts (EP.177)
The Long Term Investor
Markets are driven by countless factors—consumer demand, innovation, interest rates, global trade, and more. Sure, policies can create a little wind in the sails for certain segments of the market, or a bit of a headwind, but presidents don’t hold the wheel. Listen now and learn: The limited impact of politics on stock markets The challenges faced by the US economy How the US stacks up in the two most important drivers of economic growth Visit for show notes, free resources, and a place to submit questions.
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Why the Next Decade May Bring Lower Returns—And What It Means for You (EP.176)
The Long Term Investor
Are we entering a decade of low returns? Goldman Sachs projects that S&P 500 returns will average only 3% annually over the next ten years—far below the historical norm of 13% in the last decade. While I’m not a believer in predicting the future, there are several useful elements in their research worth discussing. In this episode, I’ll explore what’s behind this forecast and what it means for investors. Plus, how to adapt to the shifting landscape with strategies that go beyond the traditional S&P 500. Listen now and learn: How one goes about forecasting future...
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The Hidden Risks of Managing Money Solo In Marriage With Sara Gelsheimer (EP.175)
The Long Term Investor
What happens if the spouse who handles all the finances suddenly isn’t there? In this episode, Senior Wealth Manager Sara Gelsheimer of Plancorp joins us to explore why both spouses need to be involved in financial decisions. Whether due to sudden life changes or the realities of aging, having only one financial decision-maker can leave the other spouse unprepared for critical responsibilities. Sara shares practical steps and real-life examples that highlight the importance of financial involvement for both partners. Listen now and learn: The risks of relying on a single household...
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Why More Money Doesn’t Mean More Happiness—And What Does With Daniel Crosby (EP.174)
The Long Term Investor
Do you feel like something’s missing, even with a solid financial foundation? Or wonder if there’s a better way to use your money for happiness? In this episode, I sit down with Daniel Crosby, Ph.D., behavioral finance expert and author of The Soul of Wealth, to discuss why the traditional approach to money often leaves us wanting more—and what actually leads to lasting satisfaction. Tune in to learn how to align your financial journey with deeper values, break free from social comparison, and take practical steps toward a more meaningful, joy-filled life. Listen now and...
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Wall Street’s Evolution and What It Means for Investors With Josh Brown (EP.173)
The Long Term Investor
In this episode, we sit down with Josh Brown, CEO of Ritholtz Wealth Management, to explore the major shifts shaping Wall Street and what they mean for today’s investors. From the rapid rise of private equity and alternative investments to the growing influence of passive investing, Josh breaks down the trends every investor needs to understand. Listen now and learn: Why private equity and alternative investments are gaining traction The top 3 ways advisors add value beyond just picking investments How technology is helping investors avoid emotional decisions during market...
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Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)
The Long Term Investor
The Tax Cuts and Jobs Act is set to expire in 2026, which could mean higher taxes for many. This upcoming tax law change has many asking: Should I do Roth conversion NOW to lower my taxes? Roth conversions can save you a lot of money—but you have to weigh multiple factors in a careful way. I’ll cover sample scenarios and careful considerations in today’s episode. Listen now and learn: Who benefits most from Roth conversions and why How timing and your tax bracket can make or break a Roth conversion strategy 4 real-life examples of using Roth...
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A Framework For Evaluating Investment Fads With Marlena Lee (EP.171)
The Long Term Investor
In this episode, I’m joined by Marlena Lee from Dimensional Fund Advisors for a deep dive into evaluating investment fads and how to build better portfolios. We also explore the importance of global diversification and why certain investments may not belong in your long-term strategy. Listen now and learn: A framework for evaluating whether an investment fad deserves a place in your portfolio. The truth about private investments and why gold or crypto might not be the hedges you think they are. Why past performance and company size don’t always indicate future returns. ...
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A Low-Stress Way to Spend Guilt-Free and Keep Your Finances Healthy (EP.170)
The Long Term Investor
Things can get complicated quickly in the world of personal finance. From investing and budgeting to estate planning and insurance, there are multiple ways to accomplish what you need to get done. In today’s episode, you’ll hear an interview I did on “The Struggle Is Real” podcast. This interview dives into how to simplify investing and budgeting in a way that feels more approachable. Listen now and learn: What matters whenever it comes to successfully investing My straightforward investment strategy The most important factor in investing How to...
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Skill, Luck, and Strategy: What Chess Can Teach You About Investing with Rubin Miller (EP.169)
The Long Term Investor
In this episode, we tackle one of the biggest challenges investors face: making smart, strategic decisions in an unpredictable market. Drawing inspiration from the game of chess, my guest Rubin Miller will explain how to think several steps ahead when it comes to your portfolio, outmaneuver market uncertainty, and avoid costly mistakes. We also discuss the role of “luck” in investing and how good decisions do not always lead to good outcomes. With his chess expertise and role as Chief Investment Officer, Rubin has a knack for explaining tricky investment concepts...
info_outlineWes 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