Factor Investing: Interview with Rick Ferri and Paul Merriman by White Coat Investor Dr. Jim Dahle — Part I
James Dahle, M.D., of White Coat Investor brought together Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. The conversation starts with defining asset classes, total market investing and factor investing and continues with an examination of ‘is factor investing real?’, US and international stocks vs. value and growth, the “FANG” phenomenon, and tilting a portfolio.
For more notes and a full transcription from White Coat Investor, click here.
The Merriman…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.