Ep.011: Investment Frameworks the Industry Doesn't Want You to Know – My Lessons from the Inside
Guillaume discusses Millen Wealth's investment strategies, risk management & key theories like modern portfolio theory, advocating for index & more!
Summary
In this Millennial Money Canada podcast episode, Guillaume delves into Millen Wealth's investment philosophy, emphasizing the importance of aligning investment strategies with individual goals. He shares his personal journey into finance, discusses the significance of risk management, and contrasts institutional and retail portfolio management. The episode also covers key investment theories, including the modern portfolio theory, capital asset pricing model, and efficient market hypothesis, while advocating for adopting index and factor investing to build generational wealth.
Topics Covered in this Episode:
00:00 Introduction to Millen Wealth’s Investment Philosophy
02:27 Guillaume's Personal Journey in Finance
04:52 Understanding Investment Approaches: Passive vs Active
07:06 The Impact of the 2008 Financial Crisis on Personal Finance
09:31 Early Investment Experiences and Lessons Learned
12:16 Transitioning from Retail to Institutional Investing
14:50 The Role of Institutional vs Retail Portfolio Managers
17:49 Skepticism Towards Retail Portfolio Management
20:03 The Importance of Evidence-Based Investing
21:35 Foundational Theories of Investment: Modern Portfolio Theory
26:25 Understanding Modern Portfolio Theory
30:37 Exploring the Capital Asset Pricing Model
33:54 The Efficient Market Hypothesis Explained
40:48 Diving into Factor Investing
47:37 The Shift Towards Passive Investing
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Podcast YouTube Channel:
https://www.youtube.com/@MillennialMoneyCanadaPodcast
TikTok: https://www.tiktok.com/@millennialmoneycanada?lang=en
Instagram: https://www.instagram.com/financialplannergui/
Guillaume on LinkedIn: https://www.linkedin.com/in/guillaume-girard-cfa-cmt-cfp-08487170/
Sam on LinkedIn: https://www.linkedin.com/in/sam-lichtman/
Keywords
Investment philosophy, financial planning, index funds, factor investing, risk management, portfolio management, modern portfolio theory, capital asset pricing model, efficient market hypothesis, Fama-French model
Podcast Transcript
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