E115: Is the 60/40 Portfolio Outdated? w/James Langer

How I Invest with David Weisburd

How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.

E115: Is the 60/40 Portfolio Outdated? w/James Langer

E115 • Nov 26, 2024 • 30 mins

James Langer, Chief Executive Officer and Chief Investment Officer at Redmont Wealth Advisors sits down with David Weisburd to discuss how Reason small cap stocks are crushing large caps, the academic approach to outperforming with small cap strategies, and the history of top stocks since 1926.

Our Podcast now receives more than 200,000 downloads a month. Are you interested in sponsoring an episode? Please email me at [email protected].

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X / Twitter: @dweisburd (David Weisburd)

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LinkedIn:

David Weisburd: https://www.linkedin.com/in/dweisburd/
James Langer: https://www.linkedin.com/in/james-langer-65072b260/

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Links: Redmont Wealth Advisors: https://www.redmontwealth.com/

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Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected]

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TIMESTAMPS:

Speakers

James Langer

Guest • 83%

David Weisburd

Host • 17%

Chapters

0:00	Episode Preview
1:04	Eugene Fama's influence and the Fama-French three-factor model
3:14	Impact of the Fama-French model on investment strategy
6:28	Intuition behind small cap value outperformance
8:48	Practical application of theoretical investment strategies
10:32	Indexing approaches: Equally weighted vs. market capitalization
12:06	James Langer's experience and Redmond's investment strategy
16:35	Comparing active management and indexing across market segments
22:06	Indexing tools and active investing impacts
24:59	Effective investment through management alignment
28:03	Portfolio analysis and proprietary tools
29:41	Closing remarks

Transcript

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