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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Submit your questions! Email: [email protected] 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 still "work"? •April’s tariff news and the return of protectionism •Market volatility and what the VIX is really saying •Trend following vs. macro momentum •Equity valuations and the risks of concentration •The role of Treasury duration in portfolios •And yes... a few predictions for May Subscribe for more insights on diversification, market trends, and smart investing strategies! For more educational resources, visit our website: https://www.alphaarchitect.com
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