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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Why Is the U.S. Dollar So Strong? Will It Continue?
The Pandemic Might Be "Over," but Not the Repercussions
Why Student Debt Is So High and Why Forgiving It Doesn't Fix the Problem
Why Diversifying Your Portfolio Feels So Awful
What If High Inflation Doesn't End? How To Invest If High Inflation Stays
Unintended Consequences Impact Everything
When Should You Hire An Investment Advisor? Two Case Studies
How To Invest Based on Cycles
Forsage and Herbalife—How Multi-Level Marketing, Pyramid Schemes, and Ponzi Schemes Differ
How Population Trends Will Impact Growth, Inflation, Investing, and Well Being
How To Get Better At Risk Taking
What Happens If Your Brokerage Firm Goes Bankrupt?
Part 2 - What Is Money and How To Think About It
Part 1 - What Is Money and How To Think About It
How to Survive a Bear Market
Why David Isn't Podcasting This Week and Our New Closed-End Fund Course
Are BlackRock and Vanguard Too Big and Powerful?
Is Airbnb Intensifying the Housing Crisis?
Will Quantitative Tightening Lead To Even Greater Financial Losses?
Why Most Money Fails - Six Principles to Navigate the Unstable World of Money
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