Research at Quent is a continuous dialogue with the world around us, through original analysis, academic collaboration, hundreds of conversations with founders, scientists, executives and investors, and ongoing engagement with new ideas and technologies.
Taxes are almost always the biggest cost an investor faces. Gregg S. Fisher makes the case with his own 50-year S&P 500 analysis; Andrew Ang's new study of a century of federal tax drag; and Siegel and Montgomery's work on the 1926-1993 period. He then looks at what investors can do about it, including asset location, tax deferral, and active tax management.
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What does a 10% stock-market return look like after Uncle Sam takes his cut? Quent Capital founder Gregg S. Fisher welcomes Andrew Ang back to THE Q FACTOR to discuss his new paper, Uncle Sam’s Cut. Reconstructing a taxable U.S. equity investor’s experience from 1926–2025, Ang finds that over long horizons, federal taxes can absorb roughly a third of equity wealth—before fees, inflation, or state and local taxes.
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Why do most mergers and acquisitions fail? Professors Feng Gu and Baruch Lev, co-authors of The M&A Failure Trap, join host Gregg Fisher of Quent Capital to break down the data behind the 70–75% failure rate—and the hidden factors that separate the few successes from the many misfires.
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Why is some transportation tech forgotten, public transit efficient, other infrastructure abandoned? Saar Golde, Chief Data Scientist at Via, joins host Gregg Fisher, President of Quant Capital to discuss transportation—expanding durable systematic change from speculative rides.
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In Part I of this series, I described what I call the Great Reimagination of the global order: a move from a rules-based world to a more power-based one, with long-standing alliances and trade patterns being rewritten in real time. In Part 2, I focused on markets: fifteen years of outsized U.S. equity returns powered by a small group of mega-caps, and why I think that pattern, along with the “the market always comes back” mindset, is coming to an end.
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In Part I of this series, I described what I call the Great Reimagination of the global order: a move from a rules-based world to a more power-based one, with long-standing alliances and trade patterns being rewritten in real time. In Part 2, I focused on markets: fifteen years of outsized U.S. equity returns powered by a small group of mega-caps, and why I think that pattern, along with the “the market always comes back” mindset, is coming to an end.
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In Part 1 of this series, I introduced the idea of “the Great Reimagination", a shift from the rules‑based world we counted on to a more unpredictable, power‑based one where long‑standing alliances and trade patterns are being rewritten in real time. In Part 2, we shift the focus to markets themselves.
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