

Smart Beta—What Is It and Should You Use It?
Sep 24, 2014
This podcast explores the concept of Smart Beta in investing and its trend-oriented nature. It discusses asset liability matching and the impact of interest rates on liabilities and assets. The chapter also explores the concept of predicting changes in a town over time and how it relates to investing. It discusses the principle of forecasting what will not change, using examples from the speakers' hometown. It also explores the concept of beta investing and its comparison to buying an index fund. The chapter discusses the concept of smart beta and fundamental indexing in investment and how they differ from traditional index funds. It also mentions the portable alpha strategy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Asset Liability Matching, Smart Beta, and a Personal Reflection
03:11 • 2min
Predicting Changes and Investing
05:17 • 9min
Understanding Beta Investing and Longevity in Businesses
14:06 • 3min
LinkedIn Jobs and an Introduction to Smart Beta
17:32 • 2min
Smart Beta and Fundamental Indexing
19:31 • 14min