The big payoff for asset class diversification
Paul was interviewed by Rick Ferri, the host of Bogleheads on Investing, on Feb. 3, 2020. During and after the recording, scores of questions and comments were written at the Bogleheads chatroom. This podcast is Paul's reply to a number of the topics discussed with Rick and the questions and comments, broken into two sections.
The first section focuses on the basic difference between the investment beliefs of John Bogle and Paul Merriman or, more appropriately, of Gene Fama and Kenneth French, the academics responsible for most of the early work on “factor” investing.
The second section is…
The skinny
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