Nine Practical Lessons from Rick Ferri | Simplicity, Fees and Taking Control of Your Investments скачать в хорошем качестве

Nine Practical Lessons from Rick Ferri | Simplicity, Fees and Taking Control of Your Investments

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. 00:00:00 Introduction 05:24 Lesson 1: Favor simple over complex (most of the time) 10:18 Lesson 2: 2. Be cautious about the death of the 60-40 arguments 15:56 Lesson 3: Assume the efficient market hypothesis is mostly right 20:10 Lesson 4: 4. Play a role in creating your investment strategy/invest in what you believe in 26:32 Lesson 5: Match the timeframe of strategy with how you judge it 32:51 Lesson 6: Look to history for guidance 35:50 Lesson 7: Focus on fees 41:35 Lesson 8: History is more than we have personally experienced 48:43 Lesson 9: If it seems too good to be true, it probably is 57:42 Bonus: Disagreeing with Rick on the impact of passive investing SEE LATEST EPISODES ⁠⁠⁠https://excessreturnspod.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠https://www.valideacapital.com⁠⁠⁠ FOLLOW MATT Twitter: ⁠⁠⁠  / cultishcreative⁠⁠⁠   LinkedIn: ⁠⁠⁠  / matt-zeigler-a58a0a60   FOLLOW JACK Twitter: ⁠⁠⁠  / practicalquant⁠⁠⁠   LinkedIn: ⁠⁠⁠  / jack-forehand-8015094⁠⁠⁠