35 min listen
The Changing Nature of Momentum Investing
FromExcess Returns
ratings:
Length:
17 minutes
Released:
Apr 11, 2021
Format:
Podcast episode
Description
Investors tend to associate momentum with growth stocks. If you try to name a typical momentum stock off the top of your head, you will probably think of names like Google or Facebook or Amazon. And that is especially true when we have gone through a growth dominated period like we have in the past decade.
But the reality is that momentum doesn't care about growth. It doesn't care about value either. It also doesn't care about quality. All it cares about is that a stock's price has gone up.
In this episode, we look at why momentum is a chameleon, and why that fact can make it challenging to follow for many investors.
We hope you enjoy the discussion.
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
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https://www.validea.com/excess-returns-podcast
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https://www.validea.com
FOLLOW OUR BLOG
https://blog.validea.com
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FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
But the reality is that momentum doesn't care about growth. It doesn't care about value either. It also doesn't care about quality. All it cares about is that a stock's price has gone up.
In this episode, we look at why momentum is a chameleon, and why that fact can make it challenging to follow for many investors.
We hope you enjoy the discussion.
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FOLLOW OUR BLOG
https://blog.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
Released:
Apr 11, 2021
Format:
Podcast episode
Titles in the series (100)
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