20min chapter

Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives

Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

notes

CHAPTER

Evidence-Based Investing Insights

This chapter emphasizes the significance of evidence-based investing, illustrated by humorous insights about a fictional meme coin. The discussion critiques the pitfalls of following past results and explores the complexity of market predictions, advocating for a strategic and thoughtful investment approach. Key themes include diversification, avoiding speculative risks, and understanding the importance of differentiating between valuable information and market noise.

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Transcript

Episode notes

In this episode of "Two Quants and a Financial Planner," we explore key insights from our previous conversations with Larry Swedroe, one of investing's most evidence-based thinkers. Through a series of clips, we examine crucial investment principles including: Why all investment decisions should be grounded in evidence rather than narratives or speculation The challenge of market forecasting and why most predictions fail How market valuations have become increasingly bifurcated Understanding and surviving long periods of underperformance The importance of considering your unique risks when building a portfolio Why many investors are too conservative with illiquid investments A data-driven perspective on the future of value investing Whether you're a DIY investor or work with an advisor, this episode offers valuable lessons on building resilient portfolios based on academic evidence rather than market narratives.

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