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cover of episode How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman

How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman

2025/4/16
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Sound Investing

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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 ๐ŸŒŸ Introduction to Financial Literacy Titans

03:12 ๐ŸŽ“ Paul Merriman's Financial Education Foundation

04:18 ๐Ÿง  Rick Ferri and the Bogle Center for Financial Literacy

12:09 โš–๏ธ The Importance of Asset Allocation

23:11 ๐ŸŒ Debating International vs. US Stocks

35:12 ๐Ÿ—“๏ธ Target Date Retirement Funds: Pros and Cons

45:55 ๐Ÿ“ˆ Exploring Small Cap Value Investing

49:34 ๐Ÿงฉ Understanding Non-Traditional Index Funds

50:28 ๐Ÿ” Small Cap Value Performance Analysis

52:56 ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Generational Wealth and Portfolio Management

53:54 ๐Ÿงฌ Diverse Value Factors in Investing

55:55 ๐Ÿšง Challenges of Small Cap Value Investing

57:33 ๐Ÿงญ The Philosophy of Long-Term Investment Strategies

01:01:11 ๐Ÿงช Debating the Evidence-Based Investing Approach

01:12:46 ๐Ÿ›ก๏ธ The Importance of Staying the Course

01:22:05 ๐ŸŽค Final Thoughts and Recommendations