Paul and Chris Follow-Up: The Rick Ferri Small-Cap Value Debate

Sound Investing · Aug 26, 2026 · 1h 6m

Paul and Chris reflect on Paul’s recent discussion with Rick Ferri. Paul adds information he wished he’d included, and Chris reacts to Paul and Rick’s positions. Together, they discuss the behavioral, trust, and performance benefits and trade-offs of seeking meaningful diversification by adding Small-Cap Value to a portfolio.

CHAPTERS

00:00:00 – Intro

00:02:50 – Chris’ 30k Foot View

00:06:16 – Mid-caps?

00:10:40 – Tot. Mkt. vs. S&P 500

00:20:15 – Trust and Change

00:25:45 – Table G1b

00:28:50 – VT vs. AVGE

00:42:20 &ndash…