Ehren Stanhope's guest appearances

Ehren Stanhope

The Meb Faber Show

Excess Returns 

Elon Musk

Michael Mauboussin

Chris Cole

Paul Merriman

Ken Fisher

Carter Malloy

Mark Yusko

Michael Gayed

Rick Rule

Bryan Taylor

Zach Coelius

Andrew Patterson

Kevin Kelly

Jonathan Hsu

Ron Lieber

OwlTail

Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the underlying securities rather than using an ETF or Mutual Fund. This has opened up opportunities to potentially improve after tax returns and to customize index-based portfolios for each investor’s needs.  In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope. O’Shaughnessy’s custom indexing platform has expanded the potential of direct indexing by layering a series of features on top of it to allow investors to build custom portfolios to fir their individual needs.  The three big things you will learn in this episode are: -What Direct Indexing is and how it works in the real world -The details of how direct indexing strategies are managed to produce tax alpha -The other customization factors available to investors through custom indexing strategies and the pros and cons of them SEE LATEST EPISODES ⁠https://www.validea.com/excess-returns-podcast⁠ FIND OUT MORE ABOUT VALIDEA ⁠https://www.validea.com⁠ FOLLOW OUR BLOG ⁠https://blog.validea.com⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠https://www.valideacapital.com⁠ FOLLOW JACK Twitter: ⁠https://twitter.com/practicalquant⁠ LinkedIn: ⁠https://www.linkedin.com/in/jack-forehand-8015094⁠ FOLLOW JUSTIN Twitter: ⁠https://twitter.com/jjcarbonneau⁠ LinkedIn: ⁠https://www.linkedin.com/in/jcarbonneau

Direct Indexing has experienced rapid growth in recent years. Falling transaction costs and improving technology has allowed more and more investors to deploy an index-based strategy by owning the underlying securities rather than using an ETF or Mutual Fund. This has opened up opportunities to potentially improve after tax returns and to customize index-based portfolios for each investor’s needs. In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope. O’Shaughnessy’s custom indexing platform has expanded the potential of direct indexing by layering a series of features on top of it to allow investors to build custom portfolios to fir their individual needs. The three big things you will learn in this episode are: -What Direct Indexing is and how it works in the real world -The details of how direct indexing strategies are managed to produce tax alpha -The other customization factors available to investors through custom indexing strategies and the pros and cons of them SEE LATEST EPISODES <a href="https://www.validea.com/excess-returns-podcast" rel="nofollow" target="_blank">⁠https://www.validea.com/excess-returns-podcast⁠</a> FIND OUT MORE ABOUT VALIDEA <a href="https://www.validea.com/" rel="nofollow" target="_blank">⁠https://www.validea.com⁠</a> FOLLOW OUR BLOG <a href="https://blog.validea.com/" rel="nofollow" target="_blank">⁠https://blog.validea.com⁠</a> FIND OUT MORE ABOUT VALIDEA CAPITAL <a href="https://www.valideacapital.com/" rel="nofollow" target="_blank">⁠https://www.valideacapital.com⁠</a> FOLLOW JACK Twitter: <a href="https://twitter.com/practicalquant" rel="nofollow" target="_blank">⁠https://twitter.com/practicalquant⁠</a> LinkedIn: <a href="https://www.linkedin.com/in/jack-forehand-8015094" rel="nofollow" target="_blank">⁠https://www.linkedin.com/in/jack-forehand-8015094⁠</a> FOLLOW JUSTIN Twitter: <a href="https://twitter.com/jjcarbonneau" rel="nofollow" target="_blank">⁠https://twitter.com/jjcarbonneau⁠</a> LinkedIn: <a href="https://www.linkedin.com/in/jcarbonneau" rel="nofollow" target="_blank">⁠https://www.linkedin.com/in/jcarbonneau</a>

A Deep Dive into Custom and Direct Indexing with Ehren Stanhope

Today’s episode features Ehren Stanhope reading his piece,  The Great Inflation, Factors, and Stock Returns. Ehren is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management, where he is Responsible for positioning OSAM’s investment capabilities within the context of client needs and the current market environment to key clients throughout the United States. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe  here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5  Volume 4  Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and  YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to  St. Jude Children's Research Hospital on behalf of Ehren Stanhope. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

Today’s episode features <a href="https://twitter.com/FactorInvestor" rel="nofollow" target="_blank">Ehren Stanhope</a> reading his piece, <a href="https://mcusercontent.com/6750faf5c6091bc898da154ff/files/6ea28866-15b6-046b-f50a-b49be9131a81/20211117.IF.InflationEquities.OSAM.pdf?utm_source=PAID+The+Idea+Farm&amp;utm_campaign=6ac04cde22-EMAIL_CAMPAIGN_2017_12_20_COPY_405&amp;utm_medium=email&amp;utm_term=0_ac58d173d8-6ac04cde22-412051737" rel="nofollow" target="_blank"> The Great Inflation, Factors, and Stock Returns</a>. Ehren is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management, where he is Responsible for positioning OSAM’s investment capabilities within the context of client needs and the current market environment to key clients throughout the United States. The Best Investment Writing series features top research pieces that we’ve shared via <a href="https://theideafarm.com/" rel="nofollow" target="_blank">The Idea Farm</a> in the past year. Subscribe <a href="https://theideafarm.us1.list-manage.com/subscribe?u=6750faf5c6091bc898da154ff&amp;id=ac58d173d8" rel="nofollow" target="_blank"> here</a> so you get these sent to you each week. Check out the past series of The Best Investment Writing below: <a href="https://mebfaber.com/2021/12/27/biw5/" rel="nofollow" target="_blank">Volume 5</a> <a href="https://mebfaber.com/2021/01/04/the-best-investment-writing-volume-4-selected-writing-from-prominent-investors-and-authors/" rel="nofollow" target="_blank"> Volume 4</a> <a href="https://mebfaber.com/2020/01/06/the-best-investment-writing-volume-3-selected-writing-from-prominent-investors-and-authors/" rel="nofollow" target="_blank"> Volume 3</a> <a href="https://amzn.to/3O4QyY9" rel="nofollow" target="_blank">Volume 2</a> <a href="https://amzn.to/3z6rcEZ" rel="nofollow" target="_blank">Volume 1</a> ----- Follow Meb on <a href="https://twitter.com/MebFaber" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/mebanefaber/" rel="nofollow" target="_blank">LinkedIn</a> and <a href="https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1" rel="nofollow" target="_blank"> YouTube</a> For detailed show notes, click <a href="https://mebfaber.com/2022/08/12/biwv6-ehren-stanhope/" rel="nofollow" target="_blank">here</a> To learn more about our funds and follow us, subscribe to our <a href="https://theideafarm.us1.list-manage.com/subscribe?u=6750faf5c6091bc898da154ff&amp;id=ac58d173d8" rel="nofollow" target="_blank">mailing list</a> or visit us at <a href="http://www.cambriainvestments.com/" rel="nofollow" target="_blank">cambriainvestments.com</a> ----- Today’s episode is sponsored by <a>Stream by AlphaSense</a>. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to <a href="https://www.stjude.org/promotion/hello/charitable-gifts-for-kids.html" rel="nofollow" target="_blank"> St. Jude Children's Research Hospital</a> on behalf of Ehren Stanhope. ----- Interested in sponsoring the show? Email us at <a href="mailto:Feedback@TheMebFaberShow.com">Feedback@TheMebFaberShow.com</a> ----- Past guests include <a href="https://mebfaber.com/2017/02/08/10017/" rel="nofollow" target="_blank">Ed Thorp</a>, <a href="https://mebfaber.com/2021/08/04/e337-richard-thaler/" rel="nofollow" target="_blank">Richard Thaler</a>, <a href="https://mebfaber.com/2021/02/08/episode-286-jeremy-grantham-gmo-what-day-is-the-highest-level-of-optimism-its-the-day-the-market-hits-the-peak/" rel="nofollow" target="_blank">Jeremy Grantham</a>, <a href="https://mebfaber.com/2020/10/28/episode-260-joel-greenblatt-gotham-asset-management-nine-out-of-ten-families-in-the-top-fifth-of-the-income-chain-have-retirement-savings-nine-in-ten-in-the-bottom-fifth-have-none/" rel="nofollow" target="_blank">Joel Greenblatt</a>, <a href="https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/" rel="nofollow" target="_blank">Campbell Harvey</a>, <a href="https://mebfaber.com/2022/03/30/403-ivy-zelman/" rel="nofollow" target="_blank">Ivy Zelman</a>, <a href="https://mebfaber.com/2021/05/12/e310-kathryn-kaminski/" rel="nofollow" target="_blank">Kathryn Kaminski</a>, <a href="https://mebfaber.com/2017/08/30/episode-69-jason-calacanis-little-secret-way-dark-art-becoming-truly-wealthy-massive-wealth/" rel="nofollow" target="_blank">Jason Calacanis</a>, <a href="https://mebfaber.com/2022/01/31/e387-whitney-baker/" rel="nofollow" target="_blank">Whitney Baker,</a> <a href="https://mebfaber.com/2019/05/10/episode-155-aswath-damodaran-they-uber-and-the-ride-sharing-companies-collectively-have-disrupted-this-businessthats-the-good-news-the-bad-news-is-i-dont-thin/" rel="nofollow" target="_blank">Aswath Damodaran</a>, <a href="https://mebfaber.com/2018/10/03/episode-124-howard-marks-its-not-what-you-buy-its-what-you-pay-for-it-that-determines-whether-something-is-a-good-investment/" rel="nofollow" target="_blank">Howard Marks</a>, <a href="https://mebfaber.com/2018/10/10/episode-125-tom-barton-the-biggest-problem-investors-have-is-things-changeand-they-dont-change/" rel="nofollow" target="_blank">Tom Barton</a>, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out <a href="https://mebfaber.com/mebs-deals/" rel="nofollow" target="_blank">here</a>!

Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s what you’re getting in today’s special bonus episode. If you’re interested in picking up a copy of The Best Investment Writing, Volume 2, head on over to  Amazon or our publisher’s website, which is Harriman House. Also, know that your purchase would benefit charity, as all writer-proceeds go to the charity of the specific author’s choosing. So, enough from me, let’s let Ehren take over with this special bonus episode.

We recently published The Best Investment Writing, Volume 2. The first book was a hit, with MoneyWeek concluding that it “should be on every investor’s bookshelf.” But we made the second volume even better – we expanded it to include 41 hand-selected investment articles, written by some of the most respected money managers and investment researchers in the world. We thought it would be fun to bring on some of the authors so that they could read their specific chapter from the book. That’s what you’re getting in today’s special bonus episode. If you’re interested in picking up a copy of The Best Investment Writing, Volume 2, head on over to <a href="https://www.amazon.com/Best-Investment-Writing-Selected-investors/dp/0857196731/ref=pd_lpo_sbs_14_img_2?_encoding=UTF8&amp;psc=1&amp;refRID=SSRS4CCPV8S0NSGRG1Q9" rel="nofollow" target="_blank"> Amazon</a> or our <a href="https://harriman-house.com/bestinvestwriting2" rel="nofollow" target="_blank">publisher’s website</a>, which is Harriman House. Also, know that your purchase would benefit charity, as all writer-proceeds go to the charity of the specific author’s choosing. So, enough from me, let’s let Ehren take over with this special bonus episode.