James Dahle, M.D., of White Coat Investor brought together Paul Merriman and Rick Ferri, CFA, President of The John C. Bogle Center for Financial Literacy and host of the Boglehead Podcast, for a lively Zoom discussion of factor investing. The conversation starts with defining asset classes, total market investing and factor investing and continues with an examination of ‘is factor investing real?’, US and international stocks vs. value and growth, the “FANG” phenomenon, and tilting a portfolio.

For more notes and a full transcription from White Coat Investor, click here.

The Merriman Financial Education Foundation thanks Jim Dahle and his team for making this recording available, along with notes and transcript to Sound Investing listeners. Part II of this conversation will be available to Sound Investing subscribers in the next few weeks.

This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3.  If you found value in this podcast, here are four ways to support the podcast and our foundation:

1)    Leave a podcast review on your player of choice.

2)    Sign up for our biweekly newsletter at PaulMerriman.com

3)    Use our M1 Finance affiliate link if you are interested in setting up a brokerage account, using our portfolio suggestions. The Foundation will receive a small fee at no cost to you.

4)    Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors.  Thank you!