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Factor Investing Part II: Interview with Rick Ferri and Paul Merriman by White Coat Investor Dr. Jim Dahle
Manage episode 269462550 series 2284192
In this podcast, a continuation of Part I, James Dahle, M.D., of White Coat Investor hosts Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. In this part of the conversation, Paul and Rick share their opinions on tilting your portfolio to small and value and more. The interview starts at around 5:00.
For notes and a full transcription from White Coat Investor, click here.
The Merriman Financial Education Foundation thanks Jim Dahle and his team for making this recording available, along with notes and transcript to Sound Investing listeners.
This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are four ways to support the podcast and our foundation:
1) Leave a podcast review on your player of choice.
2) Sign up for our biweekly newsletter at PaulMerriman.com
3) Use our M1 Finance affiliate link if you are interested in setting up a brokerage account, using our portfolio suggestions. The Foundation will receive a small fee at no cost to you.
4) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!
535 つのエピソード
Manage episode 269462550 series 2284192
In this podcast, a continuation of Part I, James Dahle, M.D., of White Coat Investor hosts Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. In this part of the conversation, Paul and Rick share their opinions on tilting your portfolio to small and value and more. The interview starts at around 5:00.
For notes and a full transcription from White Coat Investor, click here.
The Merriman Financial Education Foundation thanks Jim Dahle and his team for making this recording available, along with notes and transcript to Sound Investing listeners.
This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are four ways to support the podcast and our foundation:
1) Leave a podcast review on your player of choice.
2) Sign up for our biweekly newsletter at PaulMerriman.com
3) Use our M1 Finance affiliate link if you are interested in setting up a brokerage account, using our portfolio suggestions. The Foundation will receive a small fee at no cost to you.
4) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!
535 つのエピソード
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