In this episode, we dive into the key lessons we took from our recent conversation with Rick Ferri on the Excess Returns podcast. We explore Rick’s approach to simple, low-cost investing and discuss how his insights apply to various investment strategies, including factor investing.We cover topics such as favoring simplicity, the enduring relevance of the 60/40 portfolio, the importance of fees, and looking to history for guidance. Throughout the discussion, we relate Rick’s ideas to our own experiences in quantitative investing and financial planning, offering our perspectives on how these principles can be applied in practice.We also have some fun connecting each lesson to a KISS song. Our goal is to break down Rick’s wisdom and show how it can benefit investors across different approaches and philosophies.
Nine Lessons From Rick Ferri
