by Jason Apollo Voss | 11 08 2020 | Behavioral Bias Deep Dive, Blog
This is my second in a series of deep dive articles on the most important behavioral biases that we confront as investors. In this week’s article I discuss overconfidence. It bears repeating that most investment pros have not read the original source material on the...
by Jason Apollo Voss | 04 08 2020 | Behavioral Bias Deep Dive, Blog
This begins a series of deep dive articles on the most important behavioral biases that we confront as investors. Now before you dismiss these articles with a cavalier “I already know this stuff,” I want to point out that much like Shakespeare, most people who quote...
by Jason Apollo Voss | 28 07 2020 | Blog
After more than three decades in the working world I can strongly state that MBA thinking can ruin a business. I say this as a proud MBA myself (go CU Buffs!). What leads me to say this? You Can Only Manage What You Can Measure is Bollocks Almost all graduate...
by Jason Apollo Voss | 21 07 2020 | Blog
Last week I authored an article about the long history of the equity risk premium (January 1881 thru June 2020). A number of folks privately asked me why for a very extended period of time – what I called Epoch 3 – the equity risk premium was negative. That period of...
by Jason Apollo Voss | 17 07 2020 | From the Research Chair, News & Events
From the Research Chair, Episode 003 is all about best practices surrounding portfolio construction, an arena in which most firms bleed alpha. Specifically, we will cover: What… 1. Portfolio Construction… what is it? 2. A useful metaphor – Building...
