Wealth Tech Startup Seeks UHNW CFO & AI Product Lead
***Job alert*** A friend of mine is building in wealth management. The founding team is very technical: ex-Tiger, Millennium, and Citadel. They're recruiting for two roles: 1) a family office CFO-type with extensive experience managing the estates of UHNW families. 2) a technical product manager / client-facing engineer with extensive experience building in finance/wealth/investing tech and actively experimenting with AI. The roles are both in-person and can be based in San Francisco or New York. Message me if this sounds like a good fit for you or someone you know.
Alpha Architect Tail Risk ETF Beats Cash Reserves
Got unused capital… just sitting there? If your goal is to hedge against income loss, there may be better options. Our latest whitepaper explores the Alpha Architect Tail Risk ETF ( $CAOS ) as a more effective alternative to capital...
Do Banks Really Have a Unique Risk‑Management Edge?
Banks are supposed to have a unique edge. Not just in lending. But in understanding borrowers, monitoring risk, and intervening when things go wrong...is that true? by @ebasilico https://t.co/srZkW0XIxT https://t.co/MX2LT6uOjj
New Study Shows Momentum Rule May Be Misleading
New research challenges a long-standing rule in momentum investing—and reveals surprising insights about when to use it. For decades, investors using momentum strategies have followed a simple rule: ignore last month's returns... by @larryswedroe https://t.co/jDqbpjntVy https://t.co/hM0hl6R431
IMOM’s Record Year Driven by Global Momentum Strategy
In 2025, the Alpha Architect Int’l Quantitative Momentum ETF posted its strongest year yet. But was it all luck? In our new paper, we break down how $IMOM captured shifts across countries, currencies, and sectors. Read here: https://t.co/1qzsZ9X5xg Learn more: https://t.co/HJuy9YYuaP
Science Meets Trend Following in New Moving Average Handbook
The Ultimate Moving Average Handbook: Bringing Science into the Art of Trend Following. Valeriy Zakamouline, a long-time contributor to the AA blog, has a great new book. High recommend for quant/trend geeks. https://t.co/LaMjdSaO6V https://t.co/GhX4f7qsBA
Live Deep Dive: Profiting From Sharp Equity Drawdowns
Join us on 4/23 for a live deep dive into the Alpha Architect Tail Risk ETF, our answer to fast equity crashes. We’ll discuss how $CAOS seeks to gain from sharp equity drawdowns, how it may fit in portfolios, and how...
Momentum Profits Aren't Just Factor Tilt Spillovers
Stock momentum has long been a workhorse idea. Buy recent winners. Sell recent losers. Critics argue those profits mostly come from riding factor trends like value, size, or industry tilts. This paper pushes back. by @ebasilico https://t.co/I9J0gdZM0F https://t.co/RzH2IV4fuP
Introducing MAX Factor: Next Evolution in Factor Investing
Investment professionals have long relied on factor investing—strategies built around characteristics like value, momentum, and quality—to generate returns beyond the broad market. Now we have MAX factor... by @larryswedroe https://t.co/DZtxWXTd85 https://t.co/ymSaV8Pukv
Proximity's Edge: What Really Gives Fund Managers Advantage
Mutual fund managers have long been thought to benefit from being close to the companies they follow. But what exactly creates that edge? Better public information, faster internal communication or something more human? by @ebasilico https://t.co/OmOz0vddDJ https://t.co/W9P6uPA4aO
US Iran Strike Sparks Red Market, Treasuries Bleed
March 2, 2025. The market opens to a sea of red following news of a U.S. attack on the Iranian regime. Treasuries bleed in anticipation of inflationary supply shocks. Trend-following strategies are in disarray. What's up with carry? by @jordonezjr https://t.co/oeugyTwcEN https://t.co/2Oq7Njel14
RIAs Gain Scale Tax‑Free via 721 LP Contributions
This is an interesting idea for RIAs who DO NOT want to join a PE firm, but still want to compete at scale. Tl;dr. Contribute to an LP via 721 (tax free contributions), and essentially diversify with a bunch of...
Prepare for Any Market with HIDE ETF
You don’t need to predict what’s next. Be ready for whatever the market may throw your way. Join us LIVE on March 26 to explore how the Alpha Architect High Inflation & Deflation ETF ( $HIDE ) may help build more...
CAPE Still Predicts Long‑Term Returns, New Study Shows
CAPE has long been a cornerstone of long-horizon return forecasting. High valuations imply lower future returns. Low valuations imply higher future returns. Critics argue that its predictive power has faded. This paper pushes back. by @ebasilico https://t.co/GagZA56sWf https://t.co/3Zd7kxgT9K
Dr. Kaminski Reveals Secrets of Effective Trend Following
A discussion on trend following and an interview with Dr. Kathryn Kaminski. by @jordonezjr https://t.co/bFssSmL7OE https://t.co/kfvFidDWjF