Meeting the 5 Rules Factors in Investing to Improve Your Long Run Returns w/ Larry Swedroe (MI238)

💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/s... 🔐 Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today: https://www.theinvestorspodcast.com/y... Rebecca Hotsko chats with Larry Swedroe. In this episode, they discuss Larry’s book “The Only Guide to a Winning Investment Strategy You’ll Ever Need”, why passive investing and diversification is key to a “Winning Investing Strategy”, and so much more! Larry Swedroe is head of the financial and economic research office for Buckingham Wealth Partners, a Registered Investment Advisor firm in St. Louis, Mo. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:03:32 - The key to a winning investment strategy 00:07:46 - What percentage of stocks actually outperform the market? 00:12:17 - Why active strategies such as active management, stock picking, and market timing are “losing strategies” 00:18:47 - How Warren Buffett’s outperformance can be explained by factors 00:22:52 - Do markets value stocks correctly? 00:23:16 - Disentangling market efficiency with the concept of current valuation 00:24:15 - How investors can improve their long-run returns through factor investing 00:34:12 - The 5 rules factors must meet to invest in them 00:37:30 - How long you have to hold these investments to earn the expected premium 00:52:48 - Larry’s guide on how to think about allocating your portfolio between investing in US equities vs International equities vs Emerging Market equities 00:58:28 - Why the best estimate of future expected returns is from the earnings yield 01:00:18 - Why all factor ETFs are not created equal and which are best to invest in 01:01:39 - The 3 characteristics to look for when comparing factor ETFs 🎧 Listen to our episodes here: https://open.spotify.com/show/7dnn22E... 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/m... 📖  BOOKS MENTIONED: The Only Guide to a Winning Investment Strategy You'll Ever Need by Larry Swedroe: https://amzn.to/3tX2zXY Think, Act, and Invest Like Warren Buffett: The Winning Strategy to Help You Achieve Your Financial and Life Goals by Larry Swedroe: https://amzn.to/3V6vSmY Investment Mistakes Even Smart Investors Make and How to Avoid Them by Larry Swedroe: https://amzn.to/3AFiwWy Your Complete Guide To Factor-Based Investing by Larry Swedroe: https://amzn.to/3ExbuVa The Incredible Shrinking Alpha: How To Be A Successful Investor Without Picking Winners by Larry Swedroe: https://amzn.to/3ErqEeg ▶️ RELATED EPISODE: (MI221) High Returns From Low Risk Investing w/ Pim Van Vliet: https://www.theinvestorspodcast.com/m... 💡 OTHER RESOURCES Connect with Larry:   / larryswedroe   Connect with Rebecca:   / rebecca_hotsko   Check out Buckingham Wealth Partners: https://buckinghamwealthpartners.com/ Check out Larry’s writings on Alpha Architect: https://alphaarchitect.com/category/o... Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀 ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On Millennial investing, we interview top investors, experts, and successful entrepreneurs such as Kevin O’Leary, JL Collins, Jesse Itzler, and more to guide you on your investing journey. 🌍 Website: https://bit.ly/3L0EmHU ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN OR WATCH 🎧 OTHER SHOWS FROM OUR NETWORK: 📚 Dive into value investing and learn more about billionaires on We Study Billionaires: https://bit.ly/3dklKWR 🏆 Learn from high-profile guests on how to succeed in markets and life on Richer, Wiser, Happier: https://bit.ly/3p3pcHZ 🏘 Learn the ins and outs of real estate investing on Real Estate 101: https://bit.ly/3JDBXm1 ₿ Get updated on all things Bitcoin on Bitcoin Fundamentals: https://bit.ly/3JEE1di 💰 Learn everything you need to know about investing on The Investor’s Podcast Network: https://bit.ly/3L2X5Tp ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.