Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
https://paulmerriman.com
Factor Investing & Investor Behavior
The biggest challenge of educating first time investors is reaching them with our educational materials. One of the best ways to reach young investors is through young podcasters who have loyal audiences of these first time investors. Jose and his podcast, Slow Brew Finance is a great example. It is available both as an audio and video podcast.
During the presentation Paul mentions a table of returns for the S&P, U.S. large cap value, small cap blend and small cap value. Here is the link.
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The topics in this interview include:
00:00 - Intro
03:04 - Your Own Small Value Portfolio
07:23 - Value and Quality
10:12 - What if Value Doesn't Work Anymore?
14:47 - International Diversification
19:51 - Momentum
23:14 - Size
27:55 - Market Timing via Trend Following
39:13 - The Key to Becoming a Good Investor
46:42 - Investor Psychology
55:59 - Outro