Episode Summary
In this episode of Juggling Mind & Money, Steven Rowe speaks with Laurentius van den Worm, Head of Investment Strategy at Timeline Portfolios. They break down why disciplined, rules‑based investing beats market timing, what value and small‑cap investing really mean, the impact of currency swings, and whether the rise of the Magnificent Seven should excite or worry investors.
Episode Highlights
- Why factors matter: Clear explanations of value, small‑cap and profitability factors — and how they drive long‑term returns.
- Magnificent Seven decoded: Why these giants dominate performance, and why neither avoiding nor over‑weighting them is wise.
- Behaviours over predictions: How rules‑based investing protects against emotional decisions, market timing mistakes and currency noise.
Packed with clear explanations and practical insights, this episode helps investors and advisers stay grounded through volatility.
