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.whitecoati...
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.
Sponsor
Guideline guideline.com/wci is a 401(k) provider on a mission to help people save as much as possible when saving for retirement. Their investment portfolios contain low-cost Vanguard funds which are automatically rebalanced to keep it diversified and on track for retirement. And the best part? No added AUM fees, which would typically take a chunk out of your retirement savings year after year after year. Check out Guideline.

[@ajrobbins368]

This video deserves five million+ views.

[@4tomop]

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]

It's always fun to get these guys together!

[@translumination2002]

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]

Glad you have found it so useful!

[@davec3974]

Great discussion, many thanks!

[@RRD111]

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]

How are those two things the same?

[@cpphool]

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)

[@mikefinley4572]

Great conversation. Thank you for the discussion.

[@thewhitecoatinvestor]

Glad you enjoyed it.

[@emanik2]

Great conversation

[@chgone5034]

I found Rick’s position is a lot more convincing.

[@blackfiree91]

Half half and half half half. So he’s designed a 50/50/50/50/50 portfolio. 😂

[@blackfiree91]

Omg this comment is still funny