Small and mid cap stocks have underperformed large cap stocks for over a decade. Is now the time to increase your allocation?
Topics covered include:
Thanks to Policygenius for sponsoring the episode.
Show Notes
The Morningstar Active/Passive Barometer
Initial Public Offerings: Updated Statistics January 5, 2022, by Jay R. Ritter—Warrington College of Business, University of Florida
The Nexus of Anomalies-Stock Returns-Asset Pricing Models: The International Evidence by Rahul Roy and Shijin Santhakumar
The Cross-Section of Stock Returns before 1926 (And Beyond) by Guido Baltussen, Bart van Vliet, and Pim van Vliet
Factor Timing: Keep It Simple by Michael Aked—Research Affiliates
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How To Lock In Higher Yields In Case Interest Rates Fall
Now Should You Buy Bitcoin? The Investment Case for the New Spot Bitcoin ETFs
How Much Should Your Net Worth Grow Each Year?
Should You Be Invested 100% Stocks Before and During Retirement? A Recent Study Says Yes
Listener Q&A on Investing and Living
Dissecting Stock Returns: Financial Engineering or Genuine Growth?
AI's Fork in the Road: Societal Bliss or Existential Threat?
Using a Checklist Approach To Investing - The Money for the Rest of Us Philosophy
Is Tourism Harmful or Helpful? The Economic and Cultural Impact of Global Travel
Easier Investing, Richer Life: TIPS Ladders to Annuities
How To Invest Money - 10 Rules of Thumb for Individual Investors
The Price of Money - 700 Years of Falling, Can Interest Rates Keep Rising?
Beyond Stocks: The Allure and Strategy of Credit Investments
How Much Should You Invest in Stocks? The Art of Position Sizing in a Volatile Market
How Higher Interest Rates Alter Our Financial Blueprint
The House of Cards: Evaluating Economic and Financial Warning Signs
Where Are Interest Rates Headed Next? Insights from the Jackson Hole Symposium
Our Car Was Attacked! Is Property Crime Increasing?
Die With Zero: Why You Should Start Spending Now
Bond Investing Masterclass Bonus Episode
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