E115: Is the 60/40 Portfolio Outdated? w/James Langer
Update: 2024-11-26
Description
James Langer, Chief Executive Officer and Chief Investment Officer at Redmont Wealth Advisors sits down with David Weisburd to discuss how Reason small cap stocks are crushing large caps, the academic approach to outperforming with small cap strategies, and the history of top stocks since 1926.
(0:00 ) Episode Preview
(1:04 ) Eugene Fama's influence and the Fama-French three-factor model
(3:14 ) Impact of the Fama-French model on investment strategy
(6:28 ) Intuition behind small cap value outperformance
(8:48 ) Practical application of theoretical investment strategies
(10:32 ) Indexing approaches: Equally weighted vs. market capitalization
(12:06 ) James Langer's experience and Redmond's investment strategy
(16:35 ) Comparing active management and indexing across market segments
(22:06 ) Indexing tools and active investing impacts
(24:59 ) Effective investment through management alignment
(28:03 ) Portfolio analysis and proprietary tools
(29:41 ) Closing remarks
Our Podcast now receives more than 200,000 downloads a month. Are you interested in sponsoring an episode? Please email me at David@10xcapital.com.
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X / Twitter:
@dweisburd (David Weisburd)
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LinkedIn:
David Weisburd: https://www.linkedin.com/in/dweisburd/
James Langer: https://www.linkedin.com/in/james-langer-65072b260/
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Links:
Redmont Wealth Advisors: https://www.redmontwealth.com/
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Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at david@10xcapital.com
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TIMESTAMPS:
(0:00 ) Episode Preview
(1:04 ) Eugene Fama's influence and the Fama-French three-factor model
(3:14 ) Impact of the Fama-French model on investment strategy
(6:28 ) Intuition behind small cap value outperformance
(8:48 ) Practical application of theoretical investment strategies
(10:32 ) Indexing approaches: Equally weighted vs. market capitalization
(12:06 ) James Langer's experience and Redmond's investment strategy
(16:35 ) Comparing active management and indexing across market segments
(22:06 ) Indexing tools and active investing impacts
(24:59 ) Effective investment through management alignment
(28:03 ) Portfolio analysis and proprietary tools
(29:41 ) Closing remarks
Comments
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