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Animal Spirits Podcast

Talk Your Book: Breaking the Market Cap

27 min • 24 december 2018
On this week's Talk Your Book we discuss why market cap weighting is so hard to beat when constructing a fund, why cash outperforms the majority of stocks, the thinking behind reverse cap weighting the S&P 500, how to invest in companies with high customer satisfaction, some surprisingly strong consumer brands, qualitative investment factors and much more.  

Find complete shownotes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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