4/9/2025
About This Episode
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(0:00) Debate intro: small cap value vs index funds
(4:01) Merriman: small cap value offers premium returns
(9:40) Jeske: small cap value underperformed since 2006
(18:20) Historical performance data significance
(25:15) Stakes: difference of millions over time
(33:08) Diversification vs added volatility debate
(41:45) Risk-adjusted returns comparison
(49:08) Questioning true diversification benefits
(57:40) Value traps and actively managed funds
(1:05:08) Technology stocks vs value investments
(1:13:45) Data selection bias in studies
(1:19:40) Faith vs science in investment decisions
(1:29:20) Personal risk tolerance considerations
(1:36:08) Closing arguments on investment strategies
(1:42:08) Paula declares the debate a draw