Episode Mentions
Masters in Business · Apr 22, 2026
At The Money: Looking Beyond Market Cap Weighted Indexes
“Russell value index underperformed Russell 1000 by 3,800 basis points through end of 2025, illustrating value drag”
Market Cap-Weighted Index Concentration RiskFundamental Economic Index WeightingIndex Reconstitution and Trading Costs
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ImpactAlpha Podcasts · Feb 25, 2026
The Russell Family Foundation is ‘meeting the moment’ with all of its $100 million in assets
“Investment company sold by founders to create the Russell Family Foundation endowment”
Climate finance and investingFoundation endowment managementNet-zero investment commitments
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BiggerPockets Money Podcast · Feb 17, 2026
Paul Merriman’s 4-Step Portfolio Strategy for Long-Term Wealth
“Provides Russell 2000 small cap value index; Merriman notes DFA's small cap value fund nearly doubled Russell 2000 returns”
Index Fund Strategy and Asset Class DiversificationFactor-Based Investing and Non-Traditional Index FundsBuy-and-Hold vs. Market Timing Strategies
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