Is it possible that factor investing won't work?
A longtime listener wrote in after watching a Ben Felix video making the point that factor investing may not beat the S&P 500 by the end of an investor’s lifetime — and could even do worse. His question was simple: is factor investing really worth the effort?
Paul’s answer turned out to be two answers, so he’s splitting it into two episodes. This week is about the thinking. Next week is about the evidence — including new data Daryl Bahls just sent over.
Paul also tries something new: using AI to canvas the writings of the Truth Tellers and surface what they would…
The skinny
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