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 โ๏ธ Understanding Bonds and Young Investors
02:31 ๐ Introduction to Financial Literacy Titans
03:12 ๐ Paul Merriman's Financial Education Foundation
04:18 ๐ง Rick Ferri and the Bogle Center for Financial Literacy
12:09 โ๏ธ The Importance of Asset Allocation
23:11 ๐ Debating International vs. US Stocks
35:12 ๐๏ธ Target Date Retirement Funds: Pros and Cons
45:55 ๐ Exploring Small Cap Value Investing
49:34 ๐งฉ Understanding Non-Traditional Index Funds
50:28 ๐ Small Cap Value Performance Analysis
52:56 ๐จโ๐ฉโ๐งโ๐ฆ Generational Wealth and Portfolio Management
53:54 ๐งฌ Diverse Value Factors in Investing
55:55 ๐ง Challenges of Small Cap Value Investing
57:33 ๐งญ The Philosophy of Long-Term Investment Strategies
01:01:11 ๐งช Debating the Evidence-Based Investing Approach
01:12:46 ๐ก๏ธ The Importance of Staying the Course
01:22:05 ๐ค Final Thoughts and Recommendations