In this insightful conversation, renowned financial expert Paul Merriman shares his wealth of knowledge and experience in investing. He discusses his journey from stockbroker to founding his own investment advisory firm, and eventually establishing the Merriman Financial Education Foundation. Paul delves into various topics, including:

✅ The importance of data-driven investing and understanding the math behind it
✅ His meeting with John Bogle and their differing philosophies on investing
✅ The case for small cap value investing and its historical performance
✅ The challenges of market timing and the benefits of portfolio diversification
✅ The emergence of ETFs and trend following strategies

PaulMerriman.com

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00:00:00 Introduction and ETFAtlas.com
00:03:30 Paul's early career and transition to investing
00:08:50 Founding an investment advisory company
00:13:05 Transition to financial education
00:19:20 The importance of data-driven investing
00:23:05 Meeting with John Bogle and differing philosophies
00:29:20 The importance of having more than enough for retirement
00:32:50 Teaching young people about investing as a business
00:36:20 The magic of compound interest in investing
00:45:50 The case for small cap value investing
00:54:40 Trend following strategies and ETFs