Description
In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today.
We dive deep into topics that are on many investors' minds, including:
Is value investing still effective in today's market?
How is the rise of passive investing impacting market efficiency?
Should we be concerned about market concentration?
Is international diversification still important?
What role will artificial intelligence play in investing?
Larry brings his decades of experience and research to bear, challenging common assumptions and offering nuanced perspectives that often go against conventional wisdom. We explore the importance of maintaining a long-term view, the dangers of recency bias, and why Larry believes hyper-diversification across multiple asset classes may be beneficial for investors.
We also discuss factor investing, the increasing role of alternatives, and how individual investors can approach portfolio construction in our evolving market landscape.
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