16 Apr 2025 10:00
How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman
Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds.
TIMESTAMPS / CHAPTERS
00:00 βοΈ Understanding Bonds and Young Investors
02:31 π Introduction to Financial Literacy Titans
03:12 π Paul Merriman's Financial Education Foundation
04:18 π§ Rick Ferri and the Bogle Center for Financial Literacy
12:09 βοΈ The Importance of Asset Allocation
23:11 π Debating International vs. US Stocks
35:12 ποΈ Target Date Retirement Funds: Pros and Cons
45:55 π Exploring Small Cap Value Investing
49:34 𧩠Understanding Non-Traditional Index Funds
50:28 π Small Cap Value Performance Analysis
52:56 π¨βπ©βπ§βπ¦ Generational Wealth and Portfolio Management
53:54 𧬠Diverse Value Factors in Investing
55:55 π§ Challenges of Small Cap Value Investing
57:33 π§ The Philosophy of Long-Term Investment Strategies
01:01:11 π§ͺ Debating the Evidence-Based Investing Approach
01:12:46 π‘οΈ The Importance of Staying the Course
01:22:05 π€ Final Thoughts and Recommendations
