In this podcast, a continuation of Part I, James Dahle, M.D., of White Coat Investor hosts 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. In this part of the conversation, Paul and Rick share their opinions on tilting your portfolio to small and value and more. The interview starts at around 5:00.

For 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.

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