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cover of episode The Index Edge: Paul Merriman’s Investment Insights

The Index Edge: Paul Merriman’s Investment Insights

2025/1/29
logo of podcast Sound Investing

Sound Investing

Shownotes Transcript

In this insightful conversation, renowned financial expert Paul Merriman shares his wealth of knowledge and experience in investing. He discusses his journey from stockbroker to founding his own investment advisory firm, and eventually establishing the Merriman Financial Education Foundation. Paul delves into various topics, including:

✅ The importance of data-driven investing and understanding the math behind it✅ His meeting with John Bogle and their differing philosophies on investing✅ The case for small cap value investing and its historical performance✅ The challenges of market timing and the benefits of portfolio diversification✅ The emergence of ETFs and trend following strategies

PaulMerriman.com)

Tables, Graphs and Charts)Boot Camp)S&P 500 vs Small Cap Value)Quilt Charts) )Equity Index Returns) )Free Copy- We’re Talking Millions)Free Copy- 2 Funds for Life)Best in Class ETF Update 2024)

ETFAtlas.com) – A new portal offering a comprehensive catalog of ETFs from the United States, Canada, and Europe.