WCI #169: Rick Ferri versus Paul Merriman on Factor Investing
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 30 July 2020
⏱️ 58 minutes
🧾️ Download transcript
Summary
This episode we have Rick Ferri and Paul Merriman on the WCI podcast at the same time for a lively debate on the pros and cons of factor investing. These are two opinion leaders who have affected the investing views of literally millions of investors. When I told you I was bringing them on the show I received 40 pages of questions to ask them about asset classes, changing your asset allocation, small cap value and other factor investments as well as total market investing. We talk about the historical performance of these investments. We really delve into the details of factor investing and whether it is right for you. This may be an interview you need to listen to more than once, there is so much to learn from these giants in the industry.
If you’re like most doctors, nobody taught you anything about personal finance or investing during your undergrad, professional school, or residency. And even though your family - and perhaps even your business - rely on you to be the Chief Financial Officer, you have never been given the tools to succeed. Enroll in WCI Financial Boot Camp, a FREE educational email series, and learn to convert your high income to wealth. You will learn the basics of investing, saving, insurance, and more. Your high income alone will not lead to financial success, but as always, we want to help you on your financial journey. Go to https://www.whitecoatinvestor.com/financialbootcamp to sign up today! You can do this and The White Coat Investor can help.
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
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Transcript
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| 0:00.0 | This is the White Coat Investor Podcast, where we help those who wear the white coat get a fair shake on Wall Street. |
| 0:06.0 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:12.0 | Here is your host, Dr. Jim Dolly. |
| 0:15.0 | This is White Coat Investor Podcast number 169. |
| 0:21.0 | Rick Ferry versus Paul Merriman on factor investing. |
| 0:25.0 | If you're like most doctors, nobody taught you anything about personal finance or investing |
| 0:29.0 | during your undergrad, professional school, or residency. |
| 0:32.0 | Even though your family, and perhaps even your business rely on you to be the chief financial officer, |
| 0:37.0 | you have never been given the tools to succeed. |
| 0:40.0 | Enroll in WCI Financial Boot camp, a free educational email series and learn to convert your high income to wealth. |
| 0:47.0 | You will learn the basics of investing, saving, insurance, and more. |
| 0:51.0 | Your high income alone will not lead to financial success, but as always, we want to help you on your financial journey. |
| 0:57.0 | Go to whitecode investor.com slash Financial Boot camp to sign up today. |
| 1:01.0 | You can do this and the white code investor can help. |
| 1:03.7 | All right, thanks for what you do. What you do is difficult. |
| 1:07.1 | I remembered this yesterday during my shift, went to intubate a patient, and of course |
| 1:11.0 | we're all wearing space man suits these days when we go to |
| 1:13.6 | innovate somebody and of course naturally it's a difficult intubation to start with |
| 1:18.9 | entire mouth and fair ink's full of white froth and I'm trying to see through my goggles and my space man suit and and breathe and we can't hear anything because we got wind rushing past our ears from the pappers and naturally the intubation gets difficult at the same time to make it very challenging. |
| 1:36.1 | It's a good reminder the medicine's not easy. Luckily the patient did okay and hopefully we'll make it out of the ICU as well. And then of course at the end of it all, the COVID test comes back |
| 1:47.1 | negative and you realize you did all those precautions that weren't maybe necessary anyway. But that stress of not knowing which patient comes in the door |
| 1:55.1 | that actually has had COVID until you've already taken care of them definitely |
... |
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