Episode 5

full
Published on:

25th Jul 2024

The Evolution of Investing and State-of-the-Art Strategies

On the latest episode of our podcast, Darrick welcomes Dimensional Fund Advisor Vice President, Apollo Lupescu. Together, Darrick and Apollo will delve into the early ideas behind investing and how they evolved to become the state-of-the-art strategies of today.

A long anticipated conversation, we welcome you to the show and hope you learn much from this knowledge packed episode.

Chapters:

0:00 - Introduction and overview on the day's conversation

1:04 - Welcoming Apollo

2:00 - Apollo's Background

6:00 - Retail Investors vs. Dimensional Fund Advisors

8:35 - The Beginning of Stocks

12:00 - Stock Picking and Active Management

17:45 - Small Caps and Growth Potential

22:20 - The Advent of Advisors

25:00 - SMCI and the S&P 500 Index

29:00 - Small vs. Large Cap and U.S Market Trends

34:10 - The Japanese Stock Market in the 90's and Emerging Markets

37:00 - International Exposure

40:50 - International vs. Domestic Historically

43:55 - Decades Old Data and How It Guides Modern Investment

46:20 - Benefit vs. Risk and Price to Book

48:30 - How to get in touch with Darrick and his team

Connect with Darrick:

Website

Facebook

LinkedIn

Show artwork for Modern Wealth Management

About the Podcast

Modern Wealth Management
A Practical, Process-Driven Approach to Wealth Management
Welcome to Modern Wealth Management by Monon Wealth, where we tackle pertinent financial topics to help better position you and your business for success.

Listen as Darrick Hutchens and Ray Kramer, Managing Partners of Monon Wealth Management, tap into four decades worth of experience in the financial sector and unpack their strategies for today's level of modern wealth management.

So, sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.