Equal Weight vs. Market Cap Weight Index Funds
This episode breaks down how equal-weighted indices differ fundamentally from traditional market-cap-weighted indexes and why equal weighting has historically outperformed […]
This episode breaks down how equal-weighted indices differ fundamentally from traditional market-cap-weighted indexes and why equal weighting has historically outperformed […]
This episode covers covered call strategies—popular ETFs often marketed on their distribution yields. It explains while they may promise steady
David Brown discusses target date funds, benchmarking glide paths, and the challenges of active management in retirement portfolios.
Mauboussin covers capital allocation strategies, the shifting landscape of private equity, accounting challenges with intangibles and more.
Ben-David talks all about how innovation in the ETF space affects investor outcomes, the effect of Morningstar ratings on mutual
Nobel Laureate Robert Merton shares his framework for analyzing a retirement account, his opinions on various financial models and theories, and
Professor Cederburg shares his research on the long-term performance (both returns and loss probabilities) both stocks and bonds, home-country bias, and
Professor Phalippou discusses the intricacies of private equity, the difficulties in evaluating managers, and calculating actual fees and returns. From The Episode:In the last
Gerard O’Reilly is the Co-CEO and CIO of Dimensional Fund Advisors (DFA). He discusses: • The firm’s research-based culture and
Hal Hershfield discusses future-self psychology, balancing present enjoyment with long-term financial well-being, and how time perception shapes money decisions.