They're Back... Talking Real Money - Investing Talk
About this episode
Paul Merriman discusses the evolution of indexing and investment strategies with Tom Cock.
I joined my longtime friend Tom Cock for a special edition of Talking Real Money — a wide-ranging conversation about the evolution of indexing, the proposed changes to the S&P 500, and why investors should understand both the strengths and limitations of traditional index funds. I explain why firms like Dimensional Fund Advisors and Avantis Investors use a more flexible, evidence-based approach than traditional indexing, and how academic research has reshaped portfolio construction over the past several decades. We also explore lessons from market history, including the importance of understanding major bear markets, determining appropriate risk levels, and building portfolios that align with your personal goals rather than chasing maximum returns. I share insights from the latest Dimensional Matrix Book and explain why I believe studying 100 years of market data helps investors stay disciplined during inevitable downturns. Finally, I introduce a simple but powerful strategy for helping newborns and young children build substantial retirement wealth through small annual investments that can compound over many decades. CHAPTERS 0:11 Special guest Paul Merriman joins Talking…
More episodes of Sound Investing
- Is it possible that factor investing won't work?
- Back from the Baltic and 12 of your questions
- Ben Carlson and Paul Merriman on Full Disclosure
- Evidence-Based Investing, Index Funds & Staying the Course
Explore listener stats, chart rankings, contacts and more on the Sound Investing podcast page.