S6E19 The Investment Dilemma

Challenge the Standard in Financial Advice · Nov 6, 2025 · 59m

Index vs Active - it's the investment debate we all love to keep having.

Or, is it?

Because what's presented as a flat, binary choice is really much more nuanced. And, to be frank, boring.

More interesting to us - and what we explore in this week's episode - is the framework and process advisers build to help answer the many "what about"s that come up when we're building our own investment philosophy.

Because indexing is fantastic...but what about that concentration risk?

And active management has its place...but what about those costs?

There is grey here, which we love to explore!

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