https://tube.yeet.fm/videos/watch/34970342-8f81-44c8-853b-6a16de729c81 Benjamin Felix is Chief Investment Officer at PWL Capital. Youtube channel - https://www.youtube.com/@BenFelixCSI The Case for Index Funds - https://www.youtube.com/watch?v=Nv5CiRSCVxA Investing in Technological Revolutions - https://www.youtube.com/watch?v=UZnVt_CvL3k Rational Reminder podcast - https://www.youtube.com/@rationalreminder Academic References - full list is at https://zbib.org/687f3c1ee01e4a0787211d8135d89f52 Anarkulova, A., Cederburg, S., & O’Doherty, M. S. (2023). Beyond the status quo: A critical assessment of lifecycle investment advice. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.4590406 Arnott, R., Kalesnik, V., & Schuesler, T. (2018). Is your alpha big enough to cover its taxes? A quarter-century retrospective. The Journal of Portfolio Management, 44(5), 78–102. https://doi.org/10.3905/jpm.2018.44.5.078 Ben-David, I., Franzoni, F., Kim, B., & Moussawi, R. (2023). Competition for attention in the etf space. The Review of Financial Studies, 36(3), 987–1042. https://doi.org/10.1093/rfs/hhac048 Berk, J. B., & Van Binsbergen, J. H. (2015). Measuring skill in the mutual fund industry. Journal of Financial Economics, 118(1), 1–20. https://doi.org/10.1016/j.jfineco.2015.05.002 Bernstein, W. J., & Arnott, R. D. (2003). Earnings growth: The two percent dilution. Financial Analysts Journal, 59(5), 47–55. https://doi.org/10.2469/faj.v59.n5.2563 Bessembinder, H. (2018). Do stocks outperform Treasury bills? Journal of Financial Economics, 129(3), 440–457. https://doi.org/10.1016/j.jfineco.2018.06.004 Bessembinder, H., Chen, T.-F., Choi, G., & Wei, K. C. J. (2023). Long-term shareholder returns: Evidence from 64,000 global stocks. Financial Analysts Journal, 79(3), 33–63. https://doi.org/10.1080/0015198X.2023.2188870 Bessembinder, H., Cooper, M. J., & Zhang, F. (2023). Mutual fund performance at long horizons. 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The Journal of Finance, 47(2), 427–465. https://doi.org/10.1111/j.1540-6261.1992.tb04398.x Fama, E. F., & French, K. R. (2010). Luck versus skill in the cross‐section of mutual fund returns. The Journal of Finance, 65(5), 1915–1947. https://doi.org/10.1111/j.1540-6261.2010.01598.x Fama, E. F., & French, K. R. (2015). A five-factor asset pricing model. Journal of Financial Economics, 116(1), 1–22. https://doi.org/10.1016/j.jfineco.2014.10.010 Fleming, F., Passmore, M., Kan, M., Whelan, C., & Lockhart, J. (2022). Investor Knowledge Study. Ontario Securities Commission/Innovate Research Group. Heaton, J. B., Polson, N. G., & Witte, J. H. (2017). Why indexing works. Applied Stochastic Models in Business and Industry, 33(6), 690–693. https://doi.org/10.1002/asmb.2271 Jensen, M. C. (1968). The performance of mutual funds in the period 1945–1964. The Journal of Finance, 23(2), 389–416. https://doi.org/10.1111/j.1540-6261.1968.tb00815.x Kerzerho, R. (2024). The Passive vs. Active Fund Monitor. PWL Capital Research. https://pwlcapital.com/wp-content/uploads/2024/08/20240318-PWL-The-Passive-vs-Active-Fund-Monitor.pdf Kinnel, R. (2016). Predictive power of fees: Why mutual fund fees are so important. Morningstar Manager Research. https://assets.contentstack.io/v3/assets/blt4eb669caa7dc65b2/blt70866588660aea5a/60416664f9638443346d4e9b/predictive-power-of-fees.pdf Malkiel, B. G., & Fama, E. F. (1970). Efficient capital markets: A review of theory and empirical work*. The Journal of Finance, 25(2), 383–417. https://doi.org/10.1111/j.1540-6261.1970.tb00518.x Markowitz, H. (1952). Portfolio selection*. The Journal of Finance, 7(1), 77–91. https://doi.org/10.1111/j.1540-6261.1952.tb01525.x Robertson, A. Z. (2019). Passive in name only: Delegated management and “index” investing. Yale Journal on Regulation. https://openyls.law.yale.edu/handle/20.500.13051/8294 Rowley, Jr., J., & Plagge, J.-C. (2022). The case for low-cost index fund investing. Vanguard Research. https://corporate.vanguard.com/content/dam/corp/research/pdf/the_case_for_low_cost_index_fund_investing_052022.pdf Tue, 14 Apr 2026 17:38:14 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://tube.yeet.fm https://tube.yeet.fm/client/assets/images/icons/icon-96x96.png https://tube.yeet.fm/videos/watch/34970342-8f81-44c8-853b-6a16de729c81 All rights reserved, unless otherwise specified in the terms specified at https://tube.yeet.fm/about and potential licenses granted by each content's rightholder.