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The Evolution of Investing and State-of-the-Art Strategies
Episode 525th July 2024 • Modern Wealth Management • Darrick Hutchens and Ray Kramer
00:00:00 00:49:11

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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

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