ACM VidCasts – Investor Education

Is the growth to value stock market rotation just around the corner? Among the hot IPOs and the soaring technology stocks, there are still some underappreciated segments of the stock market that can be bought at reasonable prices, and there’s no flashing blue light to point out these stocks, but there’s an opportunity that could protect capital and also generate significant returns in the decade to come and avoid another “Lost Decade” of portfolio performance. Learn about the “Blue Light Specials” in value stocks.

Quantitative factor analysis of ARKK ETF. In our latest ACM InvestEd VidCast we discuss the ARK Innovation Fund (ticker: ARKK) and it’s incredible price trajectory and increase in assets under management (AUM) during 2020. By examining factor exposures using the Fama French 5 factor model, Mark Armbruster, CFA and guest John Lyon, CFA try to break down Cathie Wood’s ARKK secret sauce, determine the drivers of the fund’s current rock star status, and what the future might hold.

2020 Election vs the Stock Market – The question on everyone’s mind: How will the 2020 presidential election outcome impact investors and the stock market. Join us as Mark Armbruster, CFA & Chris Cebula, CPA discuss the subject – Regardless of who wins the election, should investors be concerned?

The COVID-19 pandemic resulted in a government-forced shutdown of much of the economy, and subsequently, very large government stimulus packages from nations worldwide. This has amounted to trillions of dollars being pumped into the economy, including $6 trillion in the U.S. alone. Worse, this comes on the heels of massive government spending to help bail out the economy after the 2008 financial crisis, much of which is still sloshing around the global economy.
Many economists fear all this excess liquidity will result in rapid inflation in the years to come. Popular wisdom suggests that gold is a reliable hedge against inflation, and the price of gold has indeed risen recently. We’ve recently fielded a number of questions about gold investments. In our latest ACM VidCast, Mark Armbruster, CFA & Christopher Cebula, CPA, take a look at the merits of gold investments.

Here’s today’s dirty little secret that no one wants to talk about: Like Warren Buffett, your investment portfolio is likely underperforming the market this year. Worse, you are probably lagging behind school-aged day traders on Robinhood. Why is that?

What do Sir Isaac Newton and the Kodak (KODK) traders on the Robinhood platform have in common? Join us as we explore the power of investor emotions and the fear of missing out (FOMO) over the commonsense of investment fundamentals.

Apple reported their quarterly earnings last week, and as part of the announcement, they declared a 4-for-1 stock split to be effective August 31st of this year. What does this mean for investors?

In today’s ultra-low interest rate environment, it’s tempting for investors to take additional risk to generate the income they need from their portfolios. While that may seem like a rational response to today’s economic realities, there are too many pitfalls with this approach, and focusing on…

’ve seen a lot of craziness. Just five stocks now account for over 20% of the entire market value of the S&P 500. There’s irrational trading in stocks of bankrupt companies. There’s a lot of highly speculative trading going on by uninformed investors. Interestingly, these are all hallmarks of the 1990s as well when…

The golden age of fixed income is over. That means we have to rethink portfolio management and risk control. The days when investors could rely on traditional bonds as safe, income-producing securities that hedge equity risk and deliver returns that keep pace with inflation are …