Season 6 / Episode 7

A Deep Dive Into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors

Host Jeff Bernier, CFP®, ChFC, CFS welcomes guest Wes Crill, Senior Investment Director and Vice President, Dimensional Fund Advisors, to The Money & Meaning Show podcast!

In this episode, Wes and Jeff dive deep into the world of investments! They cover a wide range of topics, including:

💰👩‍⚕️Understanding the difference between financial capital and human capital and how their impact and our risk profile change throughout our lives

🌟 Exploring the fundamentals of factor investing, the characteristics associated with higher expected returns, and how to determine how far to tilt

🪙 Delving into the world of fixed income, its relevance when cash is yielding nearly 5%, and discussing strategies to manage different types of risks with it

🤖 Wes’s intriguing perspective on Artificial Intelligence and its potential impact (or lack thereof) on capital markets and investment strategies.

#MoneyAndMeaning #InvestmentInsights #FactorInvesting #ArtificialIntelligence #FinancialIntelligence

Dimensional Fund Advisors, founded in 1981, has a long history of applying academic research to practical investing. They offer a full range of equity and fixed income strategies designed to target higher expected returns. Learn more by clicking here.

Find Jeff’s latest release, The Money & Meaning Journey, which covers many of the same topics discussed in this podcast in more depth here.

➡️➡️Click here to view full video!⬅️⬅️

We’d love to hear your ideas on topics you’d like covered in future episodes! Please feel free to email moneyandmeaning@tandemgrowth.com.