About this episode

Jerry talks with C. Theodore Hicks II about flaws in modern portfolio theory and evidence-based investing.

In Ep. 123, Jerry talks with C. Theodore Hicks II (CFP, CKA, CMT), founder and CEO of Hicks & Associates Wealth Management, about: The flaws in modern portfolio theory Is ‘diversification’ a free lunch? Lessons from Warren Buffett’s ‘secret sauce’ of investing Why financial advisors need to be ‘good Bereans’ – and what that means. Read Ted’s book, “Evidence-Based Investing” here: https://www.amazon.com/Evidence-Based-Investing-Long-Term-Sometimes-Short-Term/dp/B0FH65SD2K See omnystudio.com/listener for privacy information.

People in this episode

Host: Jerry

Guest: C. Theodore Hicks II

Topics covered

• investing
• financial advice
• portfolio theory
• diversification
• Warren Buffett
• evidence-based investing

Keywords

• portfolio theory
• diversification
• Warren Buffett
• financial advisors
• evidence-based investing

Mentioned in this episode

Organizations: Hicks & Associates Wealth Management

Books & works: Evidence-Based Investing

More episodes of Meeting of Minds Podcast

• 1792 Exchange's Dustin DeVito: How Companies Are Ditching Gender Ideology · March 23, 2026 · 30 min
• Jerry Bowyer: A 30-Minute Foundation for Christian Economics · February 24, 2026 · 29 min
• A Gen-Z Blueprint for AI · February 17, 2026 · 33 min
• Heritage’s Dr. Allen Mendenhall: Conservatives, Capital Power, & Corporate America · February 2, 2026 · 41 min
• The Bradley Foundation’s Rick Graber on Capitalism, Corporate Bias, & Conservatism’s Future · January 5, 2026 · 46 min
• Missouri State Auditor on Proxy Advisor Power: “The most powerful institutions you’ve never heard of.” · December 1, 2025 · 29 min

Explore listener stats, chart rankings, contacts and more on the Meeting of Minds Podcast podcast page.