# alphaarchitect (podcasts) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover alphaarchitect. Page: Feed: --- ## [Brent Sullivan - The Story Behind the 351 Exchange](https://soundcloud.com/alphaarchitect/brentsullivan) _2026-06-22 · The Alpha Architect Round Up_ We talked with Brent Sullivan, chief editor at Tax Alpha Insider, about the history, use cases and future of the 351 exchange. Brent is one of the most respected voices in the investing tax space. [Listen](https://feeds.soundcloud.com/stream/2303857970-alphaarchitect-brentsullivan.mp3) ## [Meb Faber: Global Value, Institutional Baggage & Performance Chasing | September Round Up](https://soundcloud.com/alphaarchitect/meb-faber-global-value-institutional-baggage-performance-chasing-september-round-up) _2025-09-08 · The Alpha Architect Round Up_ Can stocks really underperform for bonds decades?! In this special Alpha Architect Round Up celebrating 3,000 subscribers, we sit down with Meb Faber to dig into surprising market truths, diversification challenges, and why buy-and-hold doesn’t always work outside the U.S. In this episode, we discuss: • Why stocks can stagnate or trail other assets like bonds and gold for decades • The hidden role… [Listen](https://feeds.soundcloud.com/stream/2165685168-alphaarchitect-meb-faber-global-value-institutional-baggage-performance-chasing-september-round-up.mp3) ## [Is Market Volatility Incoming? | August Round up](https://soundcloud.com/alphaarchitect/is-market-volatility-incoming-august-round-up) _2025-08-07 · The Alpha Architect Round Up_ Submit your questions! Email: jose@alphaarchitect.com Are tariffs coming back—and is the market ready? The global trade landscape just got more complicated. With key tariff extensions expiring and deal-making in limbo, investors are left wondering what’s already priced into the market—and what might still catch them off guard. In this conversation, the Alpha Architect team to break down what these… [Listen](https://feeds.soundcloud.com/stream/2149535481-alphaarchitect-is-market-volatility-incoming-august-round-up.mp3) ## [Tail Hedging & Trend Following in 2025 | July Round Up](https://soundcloud.com/alphaarchitect/tail-hedging-trend-following-in-2025-july-round-up) _2025-07-07 · The Alpha Architect Round Up_ Submit your questions! Email: jose@alphaarchitect.com Is Tail Risk Hedging Still Worth It? And What’s Up With Trend Following and International Stocks? In this episode of the Alpha Architect Roundup, we tackle the recent market dip, the muted VIX, and what that means for tail risk hedging strategies. While investors hoping for a crash were left disappointed, the conversation turns to whether… [Listen](https://feeds.soundcloud.com/stream/2124551298-alphaarchitect-tail-hedging-trend-following-in-2025-july-round-up.mp3) ## [What's Up with Bonds?! | June Round Up](https://soundcloud.com/alphaarchitect/whats-up-with-bonds-june-round-up) _2025-06-09 · The Alpha Architect Round Up_ Can Apple really be safer than the U.S. government? In this episode of the Alpha Architect Roundup, we explore the odd disconnect between credit ratings and market pricing. Apple holds a higher rating than the U.S.—but Treasury yields suggest otherwise. What does that say about risk perception, inflation expectations, and the role of bonds in your portfolio? In this episode, we discuss: – The… [Listen](https://feeds.soundcloud.com/stream/2108333142-alphaarchitect-whats-up-with-bonds-june-round-up.mp3) ## [Investing Amid Trade Wars with Kai Wu](https://soundcloud.com/alphaarchitect/investing-amid-trade-wars-with) _2025-05-26 · The Alpha Architect Round Up_ What stocks should you own in a trade war? That’s the question I posed to Kai Wu, founder of Sparkline Capital, after reading his latest blog post. His answer? It's not what most investors expect—and it goes way beyond headlines about tariffs and retaliation. We discuss: • The two key dimensions of trade exposure: sales and supply chains • Why global firms have historically outperformed—despite… [Listen](https://feeds.soundcloud.com/stream/2100513390-alphaarchitect-investing-amid-trade-wars-with.mp3) ## [Do Small Cap Value Stocks ACTUALLY Outperform?](https://soundcloud.com/alphaarchitect/do-small-cap-value-stocks-actually-outperform) _2025-05-16 · The Alpha Architect Round Up_ Can large value stocks hold their own against small value stocks? The answer might surprise you! In this video we challenge the narrative that small value stocks dominate, explore what really matters for long-only value investors, discuss the impact of liquidity, rebalancing, and portfolio weighting, and examine evidence from U.S. and international markets by examining Jack Vogel's academic paper,… [Listen](https://feeds.soundcloud.com/stream/2060040500-alphaarchitect-do-small-cap-value-stocks-actually-outperform.mp3) ## [The Trump Bear Trap | May Round Up](https://soundcloud.com/alphaarchitect/the-trump-bear-trap-may-round-up) _2025-05-05 · The Alpha Architect Round Up_ The Trump Bear Trap: Volatility, Tariffs, and Factor Frustration Markets whipsawed through April, with sudden drawdowns, massive rebounds, and political catalysts fueling confusion. In this episode of the Alpha Architect Roundup, we break down whether this is a true bear trap—or just the cost of being a long-term, evidence-based investor. Key Topics Covered: •Is this a bear trap or just market… [Listen](https://feeds.soundcloud.com/stream/2088586827-alphaarchitect-the-trump-bear-trap-may-round-up.mp3) ## [Is Options Hedging Worth It? with Arin Risk Advisors’s Joe DeSipio](https://soundcloud.com/alphaarchitect/is-option-hedging-worth-it-with-arin-risk-advisorss-joe-desipio) _2025-04-21 · The Alpha Architect Round Up_ Is option hedging worth it — or just an expensive insurance policy? We sat down with Joe DeSipio, Chief Market Strategist at Arin Risk Advisors, to explore how professional investors think about using options for hedging, portfolio construction, and opportunistic trading. In this conversation, we cover: • Why put options are often overpriced, and what to do about it • The rise of retail interest… [Listen](https://feeds.soundcloud.com/stream/2065594100-alphaarchitect-is-option-hedging-worth-it-with-arin-risk-advisorss-joe-desipio.mp3) ## [Pirate.io on Google Play (Sponsored)](https://crawlproof.com/a/AQLCHj4nEDMt) _2025-04-20 · **Sponsored**_ Open the Pirate.io listing on Google Play to view the app’s details. ## [Liberation Day, US Bearishness & Macro Momentum | April Round Up](https://soundcloud.com/alphaarchitect/liberation-day-us-bearishness-macro-momentum-april-round-up) _2025-04-14 · The Alpha Architect Round Up_ Submit your questions! Email: jose@alphaarchitect.com Welcome to the Alpha Architect Round up, where we talk market news, trends and answer any questions you may have through an evidence-based lens. In this special edition, we dive deep into trend following, macro momentum, equity valuations, and the market reaction to major trade policy shifts. In this episode: •Does the 200-day moving average… [Listen](https://feeds.soundcloud.com/stream/2075791840-alphaarchitect-liberation-day-us-bearishness-macro-momentum-april-round-up.mp3)