Buying Winning Stocks Through Momentum Investing w/ Wes Gray (MI140)

Clay Finck chats with Wes Gray about whether just owning the S&P 500 gives investors enough international exposure or not, what momentum investing is and why it works, how retail investors can utilize a momentum strategy, why a stock’s price going up can improve the actual fundamentals of a company, and much more!

Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education.

Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016).

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:46 - How Wes looks at the world of investing differently with his academic background
06:19 - Does S&P 500 give investors international exposure?
09:29 - What is momentum investing and how does it work?
11:13 - Why a stock’s price going up can improve the actual fundamentals of a company
29:12 - How retail investors can utilize a momentum strategy
38:59 - How momentum investing has performed over the past decade

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📖 BOOKS MENTIONED:
Quantitative Momentum by Wes Gray: https://amzn.to/3rqCDnj
Quantitative Value by Wes Gray: https://amzn.to/3rpePQt
DIY Financial Advisor by Wes Gray: https://amzn.to/3GreocV

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀


▶️ RELATED EPISODES:
(MI126) A Rational Approach to Investing w/ Tobias Carlisle: https://www.theinvestorspodcast.com/m...


💡 OTHER RESOURCES
Check out Wes’ website: https://alphaarchitect.com/
Check out Wes’ research: https://alphaarchitect.com/blog/
Robert and Clay’s tool for picking stock winners and managing our portfolios, TIP Finance: https://www.theinvestorspodcast.com/t...
Check out our Investing Starter Packs about business and finance: https://www.theinvestorspodcast.com/m...

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