A Framework For Evaluating Investment Fads With Marlena Lee (EP.171)
The Long Term Investor · Peter Lazaroff
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Show Notes
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:
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A framework for evaluating whether an investment fad deserves a place in your portfolio.
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The truth about private investments and why gold or crypto might not be the hedges you think they are.
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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