The Index Edge: Paul Merriman’s Investment Insights

25/01/2025 1h 15min Temporada 1 Episodio 1
The Index Edge: Paul Merriman’s Investment Insights

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Episode Synopsis

In this insightful conversation, renowned financial expert Paul Merriman shares his wealth of knowledge and experience in investing. He discusses his journey from stockbroker to founding his own investment advisory firm, and eventually establishing the Merriman Financial Education Foundation. Paul delves into various topics, including:✅ The importance of data-driven investing and understanding the math behind it✅ His meeting with John Bogle and their differing philosophies on investing✅ The case for small cap value investing and its historical performance✅ The challenges of market timing and the benefits of portfolio diversification✅ The emergence of ETFs and trend following strategiesPaul's passion for financial education shines through as he emphasizes the significance of making informed investment decisions for long-term success. Whether you're a seasoned investor or just starting out, this conversation offers valuable insights into building a robust investment strategy.📖 Chapters:00:00:00 Introduction and ETFatlas.com00:03:30 Paul's early career and transition to investing00:08:50 Founding an investment advisory company00:13:05 Transition to financial education00:19:20 The importance of data-driven investing00:23:05 Meeting with John Bogle and differing philosophies00:29:20 The importance of having more than enough for retirement00:32:50 Teaching young people about investing as a business00:36:20 The magic of compound interest in investing00:45:50 The case for small cap value investing00:54:40 Trend following strategies and ETFs powered by ETFatlas.compowered by ETFatlas.compowered by ETFatlas.com

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