An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe

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  • Опубліковано 25 лис 2024

КОМЕНТАРІ • 88

  • @JB-ty8vf
    @JB-ty8vf Місяць тому +7

    Awesome interview.

  • @lyallbenjamin1045
    @lyallbenjamin1045 Місяць тому +3

    His knowledge is deep and I also don't understand a lot of what he says but i respect him as a truth teller amidst all the financial industry facile, self interested noise.

  • @persieprince9345
    @persieprince9345 28 днів тому +2

    Amazing interview really insightful to listen to

  • @seltersss
    @seltersss Місяць тому +7

    Awesome. I'm liking your channel more and more.

  • @hr4ny
    @hr4ny Місяць тому +2

    This was a great listen, will come back to this one. Great questions for a great guest!

  • @anderson6379
    @anderson6379 22 дні тому +1

    Great interview - thanks

  • @NoahNollens
    @NoahNollens Місяць тому +97

    Dividends are dope. Personally, I sometimes use my dividends to buy other dividend and growth stocks for diversification instead of reinvesting in the same stock. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important. Salute for the content!

    • @MesutMilleliri
      @MesutMilleliri Місяць тому

      The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner

    • @BrigetGstar
      @BrigetGstar Місяць тому

      the best market strategy is to work with a credible investing coach. Since a while ago, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.

    • @MesutMilleliri
      @MesutMilleliri Місяць тому

      Mind if I ask you to recommend this particular coach you using their service?

    • @BrigetGstar
      @BrigetGstar Місяць тому

      My CFA *Julianne Iwersen-Niemann* a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..

    • @AvelineOztas
      @AvelineOztas Місяць тому

      Thank you so much! This is exactly what I needed right now. I wrote her an email and am waiting for her reply. Hopefully, she responds soon. I plan to start the year on a strong financial note.

  • @tristianlamb
    @tristianlamb Місяць тому +299

    I agree, however, In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.

    • @FareedahThompson
      @FareedahThompson Місяць тому +3

      If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.

    • @pentagon1985
      @pentagon1985 Місяць тому +2

      You are completely right, Advisors have information and paths that are not disclosed to the public.. I profited £560k in 2022 under the tutelage of my Fiduciary-counsellor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.

    • @christian-x6r4h
      @christian-x6r4h Місяць тому +2

      That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?

    • @pentagon1985
      @pentagon1985 Місяць тому +2

      Rebecca Lynne Buie is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @christian-x6r4h
      @christian-x6r4h Місяць тому +1

      I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.

  • @barfly1984
    @barfly1984 Місяць тому

    I love how these guys have great advice that no one listening will take because no one has the luxury of diversification because we're all too poor.

    • @i-postm4943
      @i-postm4943 24 дні тому +1

      Anyone can find international or bond funds which have very low expense ratios. If people are "poor", they can't afford to not diversify.

  • @airbourne2
    @airbourne2 28 днів тому +2

    Thanks!

  • @doug2731
    @doug2731 Місяць тому +3

    I usually listen to podcasts at 2x. But he speaks so quickly at his regular pace and with so much detail that I can't keep up.

    • @baarbacoa
      @baarbacoa Місяць тому

      A lot of this diversification can be achieved through ETFs and mutual funds. A couple include GLD and BIZD

  • @OwpunRiplys
    @OwpunRiplys Місяць тому +59

    Every crash/collapse brings with it an equivalent market chance if you are early informed and equipped, I've seen folks amass up to $1m amid economy crisis, and even pull it off easily in favorable conditions. Unequivocally, the collapse is getting somebody somewhere rich.

    • @AlbertiniCaputi
      @AlbertiniCaputi Місяць тому +1

      I do not disagree, there are strategies that could be put in place for such gains regardless of economy or market condition, but such execution are usually carried out by seasoned advisors

    • @MarieLegrand-p7z
      @MarieLegrand-p7z Місяць тому +1

      The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

    • @SusanahGreely
      @SusanahGreely Місяць тому +1

      @@MarieLegrand-p7z i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well

    • @MarieLegrand-p7z
      @MarieLegrand-p7z Місяць тому

      She goes by ''Karen Lynne Chess'' a seasoned advisor with over two decades of experience. You can research her further on the internet, her qualifications speak for itself

  • @markmap4677
    @markmap4677 Місяць тому

    One thing analysts miss about "value", has been its ability to provide a "negative covariance" to "growth" stocks' downside volatility. Using an equal weight portfolio of small value stocks, large value stocks, and the Nasdaq 100/QQQ (the growth proxy index), since 1986, the portfolio has produced almost 2X excess returns, on average, above the S&P500 benchmark, with equivalent volatility - this over 10 rolling 30 year periods. This "alpha" has been the result of the "capitalization weighting" attribute embedded within the Nasdaq100 (the same attribute embedded within the S&P 500, which has made it so hard "to beat"). The Nasdaq 100 contributed alpha on the "upside", and the value stock allocation, while also contributing to total return on the upside, provided negative covariance on the "downside" ( for example, during the 2000-02 and 2022 decline periods ).
    In the early years of the accumulation stage, the choices made in terms of portfolio asset selection can be pivotal ones, as it may have important ramifications for the size and quality of income generated in retirement.

  • @ElementaryWatson-123
    @ElementaryWatson-123 27 днів тому

    Whatever strategy you have, add noise to it and see when it breaks. Every strategy should degrade with noise, but it should be able to withstand some.

  • @Scottweeier846
    @Scottweeier846 Місяць тому +39

    I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Wendy Hubbard Stewart for helping me achieve this

    • @AmandaBrookes0908
      @AmandaBrookes0908 Місяць тому

      The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.

    • @JaimeBlack-qk6wi
      @JaimeBlack-qk6wi Місяць тому

      I'm new at this, please how can I reach her?

    • @Scottweeier846
      @Scottweeier846 Місяць тому

      she's mostly on Instagrams, using the user name

    • @Scottweeier846
      @Scottweeier846 Місяць тому

      @Fxstewart12 ..that's it .

    • @Scottweeier846
      @Scottweeier846 Місяць тому

      Please tell her that I reffed you 👍
      She’ll guide you💯

  • @DavidCurvin-p2q
    @DavidCurvin-p2q Місяць тому +56

    I'm new to investing, and l've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.

    • @Martensalberto
      @Martensalberto Місяць тому

      As a beginner, it's essential for you to have a pro or a very good trader to keep you accountable.

    • @Martensalberto
      @Martensalberto Місяць тому

      If you can, then get a professional to trade for you I think that way your assets are more secure.

    • @Martensalberto
      @Martensalberto Місяць тому

      Someone like expert viola patterson

    • @LilyR-s9y
      @LilyR-s9y Місяць тому

      The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional

    • @Zeus-q9d
      @Zeus-q9d Місяць тому

      I've seen this name before and l'm now interested. Could you let me know how I can reach her?

  • @timecrash85
    @timecrash85 Місяць тому +1

    I didn't catch the 6 criteria Larry mentioned, anybody know what is the 6?

    • @ExcessReturns
      @ExcessReturns  Місяць тому +2

      They are from his book "The Complete Guide to Factor Investing". They are that a factor should be persistent, pervasive, robust, investable and intuitive.

    • @timecrash85
      @timecrash85 Місяць тому +1

      @@ExcessReturns Thanks.

  • @WhaleEye-r4e
    @WhaleEye-r4e Місяць тому

    Every book Larry writes, every article, and every interview, he feels certain he has everything figured out as if it's physics.

  • @johnstewart1814
    @johnstewart1814 21 день тому

    What’s his fund called?!

  • @adamrumball2582
    @adamrumball2582 Місяць тому +1

    31:29

  • @WanderlusttheWorld
    @WanderlusttheWorld Місяць тому +3

    Many people here say he is so good that they don't understand. If genuis find it difficult to beat the market, normal people like us should just buy index fund.

    • @elijahcote5065
      @elijahcote5065 Місяць тому

      Ehhh index fund managers objective isnt to get the people invested in it the highest returns possible. Ask people that have worked in that space theres a lot more that goes into than just looking to get the highest return for everyone. I feel like that should be obvious no?

    • @WanderlusttheWorld
      @WanderlusttheWorld Місяць тому

      @@elijahcote5065 buy index fund.

  • @JK-jk4rr
    @JK-jk4rr 29 днів тому

    Buy jasmy, velo and tectonic coin, they're going to go stratospheric, get involved now while they're still cheap.
    You heard it here 1st

  • @GoyanHomman
    @GoyanHomman Місяць тому

    Building a retirement fund is like planting a garden diversify your seeds f0r a healthy harvest.

    • @AvelineOztas
      @AvelineOztas Місяць тому

      Diversification spreads the risk, just like planting different seeds ensures a fruitful harvest.

    • @tahirisaid2693
      @tahirisaid2693 Місяць тому

      Diversifying my portfolio with my adviser’s help has reduced risks while maximizing potential returns.

    • @tahirisaid2693
      @tahirisaid2693 Місяць тому

      Absolutely! A skilled coach helped grow my investments from $321k to over $750k, primarily through stocks, ETFs, and bonds. I anticipate housing prices will stay stable until more homes become available.

    • @MablePauls
      @MablePauls Місяць тому

      I will be happy getting assistance and glad to get the help of one, but just how can one spot a reputable one?

    • @tahirisaid2693
      @tahirisaid2693 Місяць тому

      Julianne Iwersen Niemann is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

  • @WhaleEye-r4e
    @WhaleEye-r4e Місяць тому

    If only Larry could correctly pronounce Aswath Damodaran's surname.

  • @jamesmorris913
    @jamesmorris913 Місяць тому +1

    U.S. equities have beaten non-U.S; for the last century..yes, CENTURY. And, not by a little, but by orders of magnitude. Look at any comparison charts. 100 YEARS, is not my idea of "recency-bias".

  • @barfly1984
    @barfly1984 Місяць тому

    IBD investors need to listen to the part about thinking abnormal earnings growth will persist. It's why they suck and their fund $FFTY is a pile of shit.

  • @theowenssailingdiary5239
    @theowenssailingdiary5239 27 днів тому

    Gambling alcohol tobacco and sugar

  • @EtTuSilver
    @EtTuSilver Місяць тому

    Good lord. This dude drunk?

  • @limebear4826
    @limebear4826 22 дні тому

    So has your hairline

  • @ColbyBarradas
    @ColbyBarradas Місяць тому +4

    This guy was difficult to understand. I bet it was good information but his communication style didn't connect with me

    • @DevilsClaw
      @DevilsClaw Місяць тому +2

      I found it all really easy to understand!

    • @viiccd
      @viiccd Місяць тому +1

      V smug and monotone delivery

    • @johnstewart1814
      @johnstewart1814 21 день тому

      His books are very well written