In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers.
- Through a series of clips, we examine crucial investment principles including:
- Why all investment decisions should be grounded in evidence rather than narratives or speculation
- The challenge of market forecasting and why most predictions fail
- How market valuations have become increasingly bifurcated
- Understanding and surviving long periods of underperformance
- The importance of considering your unique risks when building a portfolio
- Why many investors are too conservative with illiquid investments
- A data-driven perspective on the future of value investing
Whether you’re a DIY investor or work with an advisor, this episode offers valuable lessons on building resilient portfolios based on academic evidence rather than market narratives.
