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cover of episode Talk Your Book: Breaking the Market Cap

Talk Your Book: Breaking the Market Cap

2018/12/24
logo of podcast Animal Spirits Podcast

Animal Spirits Podcast

Shownotes Transcript

           On this week's Talk Your Book we discuss why market cap weighting is so hard to beat when constructing a fund, why cash outperforms the majority of stocks, the thinking behind reverse cap weighting the S&P 500, how to invest in companies with high customer satisfaction, some surprisingly strong consumer brands, qualitative investment factors and much more.    

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Ben Carlson’s A Wealth of Common Sense)

Michael Batnick’s The Irrelevant Investor)

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