Dr. Karsten Jeske

Join finance veteran Paul Merriman, a strong advocate for diversification through small-cap value investments, as he debates acclaimed economist Dr. Karsten Jeske, who favors simpler investment strategies. The lively discussion highlights the historical performance of small-cap value stocks, which outperformed the S&P 500 for a decade, versus Jeske's claim that this advantage is fading. They explore the complexities of market dynamics, the importance of asset allocation, and the philosophical differences between active management and passive investing. It's a battle of financial wits!

In this riveting debate, economist Karsten Jeske, known for his straightforward investment strategies, faces off against veteran Paul Merriman. They hash out the merits of small cap value investing versus simpler index approaches like 'VTSAX and chill.' Merriman touts small cap value’s historical outperformance, while Jeske warns that its advantage may fade in today’s efficient market. The stakes are high—potentially millions for retirement as they unravel topics like diversification, investment complexity, and the importance of understanding risk in financial planning.