Uploaded December 2023 | Updated September 2026, 2 weeks ago
The biggest challenge of educating first time investors is reaching them with our educational materials. One of the best ways to reach young investors is through young podcasters who have loyal audiences of these first time investors. Jose and his podcast, Slow Brew Finance- https://slowbrewfinance.com is a great example. It is available both as an audio and video podcast.
During the presentation Paul mentions a table of returns for the S&P, U.S. large cap value, small cap blend and small cap value. Here is the link- paulmerriman.com/historical-returns
To sign up to Slow and Steady, a bi-monthly email newsletter with bite-sized practical personal finance thoughts and tips slowbrewfinance.com/subscribe
The topics in this interview include:
00:00 - Intro
03:04 - Your Own Small Value Portfolio
07:23 - Value and Quality
10:12 - What if Value Doesn't Work Anymore?
14:47 - International Diversification
19:51 - Momentum
23:14 - Size
27:55 - Market Timing via Trend Following
39:13 - The Key to Becoming a Good Investor
46:42 - Investor Psychology
55:59 - Outro
The biggest challenge of educating first time investors is reaching them with our educational materials. One of the best ways to reach young investors is through young podcasters who have loyal audiences of these first time investors. Jose and his podcast, Slow Brew Finance- https://slowbrewfinance.com is a great example. It is available both as an audio and video podcast.
During the presentation Paul mentions a table of returns for the S&P, U.S. large cap value, small cap blend and small cap value. Here is the link- paulmerriman.com/historical-returns
To sign up to Slow and Steady, a bi-monthly email newsletter with bite-sized practical personal finance thoughts and tips slowbrewfinance.com/subscribe
The topics in this interview include:
00:00 - Intro
03:04 - Your Own Small Value Portfolio
07:23 - Value and Quality
10:12 - What if Value Doesn't Work Anymore?
14:47 - International Diversification
19:51 - Momentum
23:14 - Size
27:55 - Market Timing via Trend Following
39:13 - The Key to Becoming a Good Investor
46:42 - Investor Psychology
55:59 - Outro
