Part 1- Strategic Planning for Investing in Every Stage of Life

Jacek Lempart, the Belguim-based host of System Trader “The craft of investing,” interviews Paul Merriman in this extraordinary in-depth conversation, unlike others you may have heard. It has been divided into two parts. You’ll learn:

  • Who’s Paul, and what’s the story of his careers?
  • How have markets changed over the years?
  • Why is Paul a big fan of academic/scientific knowledge?
  • What should we do to feel satisfied and have a happy life?
  • How to adjust strategy so that it has an appropriate level of risk?
  • Where’s the border between passive and active investing?
  • A systematic approach to investing vs. discretionary
  • The philosophy behind the Ultimate Buy & Hold portfolio?
  • What does Paul think about holding a bit of cryptocurrency as another asset class?
  • Gold and commodities

This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3.  If you found value in this podcast, here are five ways to support the podcast and our foundation:

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