A Framework For Evaluating Investment Fads With Marlena Lee (EP.171)

The Long Term Investor

Peter Lazaroff에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Peter Lazaroff 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 44:10

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In this episode, I’m joined by Marlena Lee from Dimensional Fund Advisors for a deep dive into evaluating investment fads and how to build better portfolios. We also explore the importance of global diversification and why certain investments may not belong in your long-term strategy.

Listen now and learn:

A framework for evaluating whether an investment fad deserves a place in your portfolio.
The truth about private investments and why gold or crypto might not be the hedges you think they are.
Why past performance and company size don’t always indicate future returns.

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

[0:40] Eugene Fama’s Contributions to Finance

[6:39] Evaluating Investment Fads

[11:10] Scarcity, Growth Stocks, and Extrapolating Returns

[14:13] The Importance of Global Diversification

[29:46] Gold and Cryptocurrencies as Investments

[36:36] Hedge Funds and Private Investments

142 에피소드

#MBA #Trading #Business #Peter Lazaroff