The Smart Investor’s Guide to Going Beyond the Index

Are you investing with strategy—or just hoping for the best? In this episode, Whit, Britt, and Greg break down how top investors like Warren Buffett and Ray Dalio approach diversification across assets, sectors, and macro trends. From index funds to the all-weather portfolio, they explore proven strategies for building long-term wealth. Plus, they share lessons from biotech, mining, and AI—proving that reading, research, and even asking “dumb” questions can make all the difference.