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The world of investing had a wild ride in 2020, and is continuing into 2021. In this presentation, Paul Merriman explores the history and nature of stock market bubbles, long bull markets and short bear markets, day trading, hedge funds and the uncertainty that can accompany market bubbles. Issues covered include the good, the bad and the ugly about Robinhood, 4 free lunches of investing, whether Bitcoin is the “new gold,” how to invest in a bubble and much more. Click here for the slideshow materials. This is the first in a 5-part series of Financial Literacy Month Events on Bainbridge Island co-sponsored by The Merriman Financial Education Foundation in partnership with the Bainbridge Community Foundation and Library U, a program of the Bainbridge Public Library. Calling upon some of his favorite nationally renowned experts in their fields, Paul organized five free virtual events in April 2021 to help you better plan for your future. Presenters include Paul, Christine Benz of Morningstar, Larry Swedroe, author and director of research for Buckingham Asset Management and BAM Advisor Services, and Tim Ranzetta of NextGen Personal Finance. This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are five ways to support the podcast and our foundation: 1) Leave a podcast review on your player of choice. 2) Sign up for our biweekly newsletter at PaulMerriman.com3) Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time fee at no cost to you, which helps support our financial education projects. 4) Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets. 5) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!
The world of investing had a wild ride in 2020, and is continuing into 2021. In this presentation, Paul Merriman explores the history and nature of stock market bubbles, long bull markets and short bear markets, day trading, hedge funds and the uncertainty that can accompany market bubbles. Issues covered include the good, the bad and the ugly about Robinhood, 4 free lunches of investing, whether Bitcoin is the “new gold,” how to invest in a bubble and much more. Click here for the slideshow materials. This is the first in a 5-part series of Financial Literacy Month Events on Bainbridge Island co-sponsored by The Merriman Financial Education Foundation in partnership with the Bainbridge Community Foundation and Library U, a program of the Bainbridge Public Library. Calling upon some of his favorite nationally renowned experts in their fields, Paul organized five free virtual events in April 2021 to help you better plan for your future. Presenters include Paul, Christine Benz of Morningstar, Larry Swedroe, author and director of research for Buckingham Asset Management and BAM Advisor Services, and Tim Ranzetta of NextGen Personal Finance. This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are five ways to support the podcast and our foundation: 1) Leave a podcast review on your player of choice. 2) Sign up for our biweekly newsletter at PaulMerriman.com 3) Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time fee at no cost to you, which helps support our financial education projects. 4) Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets. 5) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!
Hello and welcome to the TEBI Podcast from The Evidence-Based Investor, brought to you by Regis Media, Connecting advisers with clients. I'm Robin Powell. This week we have a very special guest, Larry Swedroe. Since 1996, Larry has been Director of Research at Buckingham Asset Management in St Louis, where he's spent his time, talent and energy educating investors on the benefits of evidence-based investing with great enthusiasm. Larry was among the first authors to publish a book that explained the science of investing in terms the layman can understand. It was called “The Only Guide to a Winning Investment Strategy You'll Ever Need”. He has since written seven more books. In this podcast, I want to focus on his latest book, co-authored with Andrew Berkin. It's about factor-based investing — sometimes known as smart, or alternative, beta.
Are you guilty of making these common investment mistakes? Larry Swedroe, director of research at Buckingham Asset Management, gives tips on avoiding investment mistakes and reviews important financial concepts investors frequently forget. Larry Swedroe’s blogs at http://mutualfunds.com/ and http://www.etf.com/ Follow his work here: http://buckinghamadvisor.com/ and on Twitter @larryswedroe One common financial mistake people make is giving their adult children too much financial assistance. Doug discusses how much money you give your children, and should this be at the expense of your future retirement? Get tips on what to do if you think you are falling behind with saving for retirement
In Episode 86, Chris Cahill and Larry Swedroe, Director of Research at Buckingham Asset Management and BAM Advisor Services, discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin). Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner. The second part of this interview will air at a later date. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here: Twitter: @larryswedroe LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59 You can find Larry's previous interviews with Financial Poise here & here. About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012). He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015. In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com. Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies. Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.
Who wouldn’t want to invest like Warren Buffett? He’s one of the most successful investors in the world, and yet, most people don’t follow his recommendations about where they should be putting their money. In this edition of The Lange Money Hour, we welcome nationally recognized investment expert Larry Swedroe, the author of the book Think, Act and Invest Like Warren Buffett: The Winning Strategy to Help You Achieve Your Financial and Life Goals. Like Warren Buffett, Larry believes that passive investing through index funds is the best path to prosperity, and he’s done the research to back it up. Larry is director of research for Buckingham Asset Management. Including the Warren Buffett book we’ll be talking about Larry's other books, including his latest, The Incredible Shrinking Alpha, and he’s working on book number 15 as well, called Your Complete Guide to Factor-based Investing. In this podcast you’ll learn a great deal about passive and active investing and how to get into that Warren Buffett mind-set. TOPICS COVERED: Guest Introduction: Larry Swedroe, Author and Wealth Manager, Most Investors Do the Opposite of What Warren Buffett Advises Warren Buffett’s Advice: If You’re Not Me, Invest in Passive Index Funds, It’s Possible, but Very Few Win the Loser’s Game of Active Management, With the Right Value Stocks, You Can Outperform Warren Buffett,‘Gross Profitability’ and ‘Equality Factor’ are Different from Earnings, The Importance of the ‘Profitability Factor’ in Index Funds, Small-Value Funds from the Bottom Third Capture More Premium, Beyond the Investments, You Need the Discipline to Withstand Bear Markets, Why the New Rules on Fiduciary Responsibility are Critical, Whoever Wins the White House in November Will Have an Effect on Investors
My guest today is Larry Swedroe, a Buckingham Asset Management principal. He is also a principal and co-founder of BAM Advisor Services, LLC, and serves as the director of research for both entities. Swedroe has authored or co-authored fourteen books and comes at investing from an evidence-based approach. The topic is outside the box market perspectives. In this episode of Trend Following Radio we discuss: Forecasters and prediction The three types of forecasters Confirmation bias How your political affiliation might change your willingness to listen to forecasts Value perspective vs. momentum perspective The anomaly of momentum The evidence-based thinking approach Momentum trading in 2008 How Swedroe prepares for the unexpected Not treating the unlikely like it's impossible Managing your risk Process vs. outcome The equity risk premium and bear markets Commonplace crises Planning ahead Diversification attempts to get outside of equities Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!
Michael Covel speaks with Larry Swedroe on today’s podcast. Swedroe is a Buckingham Asset Management principal. He is also a principal and co-founder of BAM Advisor Services, LLC, and serves as the director of research for both entities. Swedroe has authored or co-authored fourteen books and comes at investing from an evidence-based approach. Covel and Swedroe have different vantage points, but there are some commonalities in their thinking. They discuss forecasters and prediction; the three types of forecasters; confirmation bias; how your political affiliation might change your willingness to listen to forecasts; value perspective vs. momentum perspective; the anomaly of momentum; the evidence-based thinking approach; momentum trading in 2008; how Swedroe prepares for the unexpected; not treating the unlikely like it’s impossible; managing your risk; process vs. outcome; the equity risk premium and bear markets; commonplace crises; planning ahead; and diversification attempts to get outside of equities. Want a free trend following DVD? Go to trendfollowing.com/win.