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cover of episode Factor Investing & Investor Behavior

Factor Investing & Investor Behavior

2023/12/6
logo of podcast Sound Investing

Sound Investing

Shownotes Transcript

The biggest challenge of educating first time investors is reaching them with our educational materials. One of the best ways to reach young investors is through young podcasters who have loyal audiences of these first time investors.  Jose and his podcast, Slow Brew Finance) is a great example.  It is available both as an audio  and video) podcast. 

During the presentation Paul mentions a table of returns for the S&P, U.S. large cap value, small cap blend and small cap value. Here is the link.)

To sign up to Slow and Steady, a bi-monthly email newsletter with bite-sized practical personal finance thoughts and tips https://slowbrewfinance.com/subscribe)

The topics in this interview include:00:00) - Intro 

03:04) - Your Own Small Value Portfolio 

07:23) - Value and Quality 

10:12) - What if Value Doesn't Work Anymore?

14:47) - International Diversification

19:51) - Momentum

23:14) - Size 

27:55) - Market Timing via Trend Following 

39:13) - The Key to Becoming a Good Investor

46:42) - Investor Psychology 

55:59) - Outro