7min 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

Defending Value Investing Amid Market Shifts

This chapter defends the relevance of value investing, addressing the perceived decline of the value premium amidst increasing market awareness. It balances humor with serious insights on investor behavior and the ongoing debate between value and growth stocks, encouraging listeners to engage with the content.

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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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