Podcast
Rick Ferri & Paul Merriman join us today for a lively debate on the pros and cons of factor investing. An interview you'll want to listen to more than once!
Show notes: www.whitecoatinvestor.com/ric...
This episode we have Rick Ferri and Paul Merriman on the WCI podcast at the same time for a lively debate on the pros and cons of factor investing. These are two opinion leaders who have affected the investing views of literally millions of investors. When I told you I was bringing them on the show I received 40 pages of questions to ask them about asset classes, changing your asset allocation, small cap value and other factor investments as well as total market investing. We talk about the historical performance of these investments. We really delve into the details of factor investing and whether it is right for you. This may be an interview you need to listen to more than once, there is so much to learn from these giants in the industry.
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Пікірлер: 15
This video deserves five million+ views.
Onto my 4th listening and taking notes. This is simply everything you would ever need to know about Factors and also the pearls about what can be sensibly predicted about the future for example returns must become lower with such high valuations. Thank you so much.
@thewhitecoatinvestor
2 жыл бұрын
Glad you have found it so useful!
This is a gem of a discussion. The questions are outstanding and I appreciate how you let Paul and Rick talk. Their differences are interesting points in and of themselves. All this to say that the discussion is helping me think more deeply about how to reposition our portfolio. Thanks!
@thewhitecoatinvestor
Жыл бұрын
It's always fun to get these guys together!
Great discussion, many thanks!
Great conversation. Thank you for the discussion.
@thewhitecoatinvestor
3 жыл бұрын
Glad you enjoyed it.
Great conversation
Both Paul and Rick are great guys. Rick made an effective point "you dont actually need to do value investing if you have a third of your money in international stocks " from 33:37
@isnasucks
3 жыл бұрын
How are those two things the same?
@cpphool
3 жыл бұрын
That's not true. International stock will usually be large cap/medium cap, so putting 30% in International Stock is totally different from having 10 assets classes (like in the Paul's Ultimate Buy&Sell Portfolio)
I found Rick’s position is a lot more convincing.
Half half and half half half. So he’s designed a 50/50/50/50/50 portfolio. 😂
@blackfiree91
Жыл бұрын
Omg this comment is still funny