Mawer, The Value Premium, and Investing Costs plus ESG Follow-up with Tim Nash (EP.84)

<p>On today’s episode of The Rational Reminder, we once again cover a host of topics. We begin with Cameron sharing his thoughts on a book he recently finished, <em>The Ride of a Lifetime</em>, and some of the lessons he took away from it. We then tackle three listener questions, where we cover Mawer and index funds hypothetically driving prices. Then, in the portfolio portion of the show, we turn our attention to value premiums. Fama and French recently released a paper on the topic, and Ben is naturally very excited to share his assessment on it. We unpack how value has performed in the US, unexpected big value findings, and other takeaways from the paper. After that, we explore the total cost of ownership in our planning section. These are expenses that you incur when you begin investing. We shed light on some of them and the effect they have on your investments. Finally, we end the show with Tim Nash’s take on our assessment of sustainable investing in episode 82. His insights offer an interesting perspective on the topic. While we can’t say we’re fully on board with his active position, it’s certainly a fascinating viewpoint. Don't miss out on today’s jam-packed show! </p> <p><strong>Key Points From This Episode:</strong></p> <ul> <li>Takeaways from the audience’s reception to episode 83 on cryptocurrency. <strong>[0:00:52.0]</strong></li> <li>Insights and lessons from <em>The Ride of a Lifetime,</em> which Cameron recently finished. <strong>[0:04:13.0]</strong></li> <li>More about Mawer: Data about and insights on how the company has fared. <strong>[0:08:48.0]</strong></li> <li>What would happen if index funds could hypothetically drive prices? <strong>[0:22:34.0]</strong></li> <li>What’s interesting about the timing of Fama and French’s new paper, <em>The Value Premium</em>. <strong>[0:25:46.0]</strong></li> <li>The thesis of Fama and French’s paper and what they found over measured periods. <strong>[0:26:49.0]</strong></li> <li>Why Fama and French used how value did relative to the market. <strong>[0:29:1