Small Cap Value Investing: Is It Still Worth It in 2025? скачать в хорошем качестве

Small Cap Value Investing: Is It Still Worth It in 2025?

🧱 Karsten Jeske (Big Ern) and Paul Merriman engage in a lively debate about Small Cap Value Investing versus Broad Market Strategies. Should you tilt your portfolio toward small-cap value to capture a potential risk premium, or is sticking with broad-based funds like VTSAX the more reliable approach? With decades of financial expertise, Karsten and Paul offer opposing yet insightful perspectives to help you refine your long-term investment strategy. 🔑 Discover the Real Risks and Rewards of Small Cap Value From the historical outperformance of small-cap value to its recent struggles, this debate explores the practicalities of tilting your portfolio. Paul champions the value premium, while Karsten highlights concerns about volatility, underperformance, and its relevance for today’s investors. In This Episode, We Discuss: 1️⃣ Small Cap Value Premium: 📜 Historical data and its implications for modern portfolios. 2️⃣ VTSAX vs. Small Cap Value: ⚖️ Should investors embrace simplicity or pursue specialization? 3️⃣ Risk Premium Debate: 🎢 Does small-cap value justify the added risk in today’s market? 4️⃣ Sequence of Returns Risk: ⏳ The dangers of timing when withdrawing in early retirement. 5️⃣ Market Timing vs. Buy-and-Hold: 🎯 Are disciplined investors better off avoiding tactical shifts? 6️⃣ Portfolio Construction Tips: 🏗️ Allocating assets for growth, diversification, and resilience. 7️⃣ Nuances in Factor Investing: 🔬 Exploring quality screens, value premiums, and active management. Key Debate Highlights: 🛠️ Paul Merriman: Small-cap value offers an opportunity for “more than enough” wealth. 🌍 Karsten Jeske: Broad market simplicity reduces volatility and avoids recent underperformance. 📊 Both agree: Disciplined investing and early saving are foundational to long-term success. 🧩 Key tension: Is small-cap value a risk premium or a risk trap? Timestamps: 0:00 - Welcome: Framing the Debate 1:22 - Paul’s Passion for Small Cap Value 🧱 3:17 - Karsten’s Pragmatic Take on Broader Strategies 🌊 8:49 - Historical Context: Does Small Cap Value Deliver Over Time? 📈 12:40 - Debate Heats Up: Risk Premiums, Returns, and Volatility 🔥 23:55 - Practical Portfolio Allocations for 2025 🧩 35:02 - Risks and Rewards: Does Small Cap Value Fit Your Goals? 🚦 52:13 - Advice for New Investors in 2025 📝 🔗 Paul Merriman's Links: 🌐 Merriman Financial Education Foundation: https://www.paulmerriman.com/ 🎧 Paul Meriman podcast- The True Story about Small Cap Value: https://www.paulmerriman.com/the-true... 📚 We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement (And other Free Book Downloads): https://www.paulmerriman.com/free-books 📊 Quilt Charts (Referenced in the Episode): 📺 YouTube Video Explaining the Two Charts:    • The Best 3 Charts We Recommend   Graph 1: 4 US Asset Class Indexes & 4 Fund Combo Relative Return Ranking (1928-2023): https://irp.cdn-website.com/6b78c197/... Graph 2: Asset Classes & 4 Fund Combo (1928-2023) - Return Rank Frequency: https://irp.cdn-website.com/6b78c197/... 🔗 Karsten’s Links: 📘 Early Retirement Now Blog: https://www.earlyretirementnow.com/ 📈 Safe Withdrawal Rate Series: https://www.earlyretirementnow.com/sa... 📊 Recent Post on Small Cap Value: https://www.earlyretirementnow.com/sa... 🔗 David’s Links: 💰 Free Money Course: https://www.fiology.com/free-money-co... 🍏 Forget About Money on Apple Podcasts: https://podcasts.apple.com/us/podcast... 🎧 Forget About Money on Spotify: https://open.spotify.com/show/5BQTKUP... 🎧 Listen & Subscribe: Don’t miss future episodes where we explore the best investment strategies, financial independence, and wealth-building insights. Hit subscribe and tap the bell 🔔 to stay updated! 📢 Join the Conversation: Where do you stand on the small-cap value debate? Share your thoughts and strategies in the comments below! 👍 Like, Share, and Subscribe: If you found this discussion engaging, tap the like button and share it with your network of fellow investors and financial enthusiasts. #retirement #investing #smallcap #paulmerriman #karstenjeske 📜 Disclaimer: This podcast is for entertainment and informational purposes only. It is not financial advice. Always consult a qualified financial advisor before making major financial decisions.