WCI #170: Rick Ferri versus Paul Merriman Part 2
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 6 August 2020
⏱️ 72 minutes
🧾️ Download transcript
Summary
This is part 2 of the lively debate between Rick Ferri and Paul Merriman where we continue the discussion on the pros and cons of factor investing. See part 1 here https://www.whitecoatinvestor.com/rick-ferri-versus-paul-merriman-on-factor-investing-podcast-169/ They both are just a wealth of information and experience, plus their humility makes it all the more impressive in how much you can learn from them. It is fun to have a little bit of back and forth between them as they talk to each other about how they really feel about tilting your portfolio. We also delve into the 40 pages of questions that you sent into ask these men, talking about investing in gold, what to do about low bond returns, preferred stocks, and what they would do differently in their investing career if they could go back and do it again.
If you’re looking to Boost Returns, Lower Taxes & Build Wealth, join the WCI monthly Real Estate Opportunities list for tips and strategies to maximize your real estate returns and for introductions to exclusive investment opportunities. Expect educational emails that introduce you to syndicators, fund companies, online courses, and online real estate platforms. Go to https://www.whitecoatinvestor.com/reopportunities 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. |
| 0:17.0 | This is White Coat Investor Podcast Number 170. Rick Ferry versus Paul Merriman, part two. If you're looking to boost returns, lower taxes, and build wealth, |
| 0:27.6 | join the WCI monthly real estate opportunities list for tips and strategies to maximize your real estate returns and for |
| 0:34.4 | introductions to exclusive investment opportunities. |
| 0:37.6 | Expect educational emails that introduce you to syndicators, fund companies, online |
| 0:41.4 | courses, and online real estate platforms. |
| 0:44.0 | Go to Whitecode Investor.com slash RE Opportunities to sign up today. |
| 0:49.0 | You can do this and the White Code Investor can help. |
| 0:52.0 | Our quote of the day today comes from David Swenson, like |
| 0:54.4 | last week who said, over the past decade, index funds beat the results of 80% of mutual funds. After adjusting |
| 1:00.8 | the comparison of index funds to actively manage funds for survivorship bias, taxes and loads, the dominance of index funds reaches insurmountable proportions. |
| 1:11.0 | Thanks so much for what you do. |
| 1:13.2 | Turns out your work is not that easy. |
| 1:15.4 | I was in the ER last night and had to set a fracture. |
| 1:19.4 | Fairly simple forearm fracture, but no matter what I did, |
| 1:22.4 | I couldn't get the reduction to stay. |
| 1:25.4 | And so I was glad to be able to call up an orthopedic surgeon and say, you know what, |
| 1:29.1 | this one's going to have to go to the OR with you, and to have them understand that, hey that hey you know some things just can't be |
| 1:34.7 | fixed in the ER and I'm grateful for that doc for going through orthopedic surgery residency |
| 1:39.2 | so he could help my patient and help her get back to full function. |
... |
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