
Ben Carls
One of Paul’s favorite Truth Tellers
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Aug 30, 2023 • 32min
SPIVA REPORT: One of the most important studies on fund returns
Host Paul introduces an upcoming presentation on small cap value. Ben Carlson's article 'The Luckiest Generation' is discussed, highlighting the challenges faced by baby boomers. The SPIVA Report reveals the underperformance of actively managed funds, promoting the use of low-cost index funds. The impact of high management fees on low-risk investments is explored, emphasizing the unlikelihood of active managers outperforming.