Academic Principles for Investing (August 2, 2021)

Academic Principles for Investing (August 2, 2021)

Today’s episode discusses the Academic Principles of Investing. What are they? Why Are They Critically Important to Your Investment Portfolio? How is this philosophy of investing different from typical retail investing? Join Margaret Wittkopp and Jim Rosetti in their discussion on the academic principles of investing.


(02:00) Listener’s Corner

(10:00) Introducing the academic principles of investing

(11:36) Three Cornerstones: Efficient Market Hypothesis, Modern Portfolio Theory, and the 3 Factor Theory

(19:50) Remove speculation and measure when applying academic principles.

(21:22) MRI for your portfolio – a deep look into the possibilities

(23:17) Volatility can be good – it allows for rebalancing


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