About this episode

Paul and Chris discuss the implications of adding Small-Cap Value to investment portfolios following a debate with Rick Ferri.

Paul and Chris reflect on Paul’s recent discussion with Rick Ferri. Paul adds information he wished he’d included, and Chris reacts to Paul and Rick’s positions. Together, they discuss the behavioral, trust, and performance benefits and trade-offs of seeking meaningful diversification by adding Small-Cap Value to a portfolio. CHAPTERS 00:00:00 – Intro 00:02:50 – Chris’ 30k Foot View 00:06:16 – Mid-caps? 00:10:40 – Tot. Mkt. vs. S&P 500 00:20:15 – Trust and Change 00:25:45 – Table G1b 00:28:50 – VT vs. AVGE 00:42:20 – Dollar-Cost-Averaging 00:52:00 – Paul’s Grandson’s Question 00:53:08 – Gold funds 00:59:40 – Travel plans 01:02:20 – Outro Watch the video on YouTube Table G1b — Fine Tuning Table: S&P 500 vs. US Small Cap Value

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• Preparing for an upcoming debate with Rick Ferri: Total Market portfolios · August 12, 2026 · 14 min
• Finding the Perfect Advisor, a Battle Over Words and VT vs. AVGE · August 5, 2026 · 38 min
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