169: Rick Ferri versus Paul Merriman on Factor Investing

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White Coat Investor Podcast

Business


This episode we have Rick Ferri and Paul Merriman on the WCI podcast at the same time for a lively debate on the pros and cons of factor investing. These are two opinion leaders who have affected the investing views of literally millions of investors. When I told you I was bringing them on the show I received 40 pages of questions to ask them about asset classes, changing your asset allocation, small cap value and other factor investments as well as total market investing. We talk about the historical performance of these investments. We really delve into the details of factor investing and whether it is right for you. This may be an interview you need to listen to more than once, there is so much to learn from these giants in the industry.  Sponsor Guideline http://guideline.com/wci is a 401(k) provider on a mission to help people save as much as possible when saving for retirement. Their investment portfolios contain low-cost Vanguard funds which are automatically rebalanced to keep it diversified and on track for retirement. And the best part? No added AUM fees, which would typically take a chunk out of your retirement savings year after year after year. Check out Guideline.