Bogleheads On Investing Podcast
69 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 478 ratingsPodcast weblog featuring the investment wisdom and principles of John C. Bogle
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Episodes
Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri
March 23, 2024 22:06 - 54 minutes - 24.8 MBMore than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. Episode 68 is all about index history and evolution and how the usage of indexes as investment products changed the industry. Rolf Agather has been in the indexing industry since the 1980s. He started Russell, moved around the industry a bit, then went back to Russell Investments and in 2002 became the Managing Director, Research and Innovation, Russell Indexes. He remained...
Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri
February 19, 2024 15:31 - 56 minutes - 26 MBIf you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My guest, Kaye Thomas, received his law degree from Harvard Law School in 1980 and then began his career as a tax attorney, dealing with complex tax matters related to business transactions, finance, and compensation. Kaye now spends his time as a writer, publisher, public speaker, and consultant on topics relating to taxation and investments. He has written several books, including...
Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri
January 23, 2024 00:32 - 57 minutes - 26.1 MBMy two guests are James Dahle, MD, a practicing emergency physician, founder of The White Coat Investor, and the creator of the "No Hype Real Estate Investing" course, and John Worth, Ph.D., Executive Vice President of Research and Investor Outreach at Nareit. Our topic in the episode is real estate investing. We cover the spectrum of real estate investment opportunities, from flipping homes to listed real estate investment trusts (REITs). This podcast is hosted by Rick Ferri, CFA, a lon...
Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri
December 21, 2023 23:57 - 58 minutes - 26.7 MBQian Wang, Ph.D., is Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team in the Investment Strategy Group. She is also a member of Vanguard’s Strategic Asset Allocation Committee and its Time-Varying Asset Allocation Subcommittee, which oversees and determines the asset allocation strategies of global multi-asset-class portfolios such as the Vanguard Target Retirement Funds. This podcast discusses the Vanguard economic and market outlook for 202...
Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri
November 24, 2023 13:09 - 56 minutes - 25.7 MBVictor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." Victor is also the founder and CIO of Elm Wealth and David is the CEO, where they implement these concepts for their clients. This fascinating book discusses investment decision-making and risk-sizing and how to make better financial decisions with your wealth. Markets have behaved very well for 100 years, resulting in real profits for investors. However, few rich families ...
Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri
October 29, 2023 14:20 - 45 minutes - 21 MBDr. William (Bill) Bernstein is a retired neurologist, author, investment adviser, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has published extensively on investing and economic history, including eight books and numerous articles. He holds a Ph.D. and an M.D. Bill is a repeat guest, first appearing in Episode 13. In this episode, we discuss Treasury Inflation Protected Securities (TIPS), asset allocation in today's uncertain w...
Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
September 25, 2023 06:00 - 40 minutes - 37.3 MBSteven Chen is the founder of NewRetirement, a do-it-yourself tool for retirement planning. Prior to founding NewRetirement, Stephen founded venture-backed companies in education and financial services, and worked with organizations including Charles Schwab, Dimensional Fund Advisors, and Fidelity. This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general inve...
Episode 61: Cody Garrett on Early Retirement, host Jon Luskin
August 28, 2023 06:00 - 1 hour - 57.4 MBCody Garrett is an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. Cody specializes in comprehensive financial plan development, topic research, and personalized financial education. This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of Joh...
Episode 60: Jonathan Clements on ”My Money Journey,” host Jon Luskin
July 24, 2023 06:00 - 50 minutes - 45.9 MBJonathan Clements is the founder and editor of HumbleDollar. He’s also the author of a fistful of personal finance books, including My Money Journey and How to Think About Money, and he sits on the advisory board of Creative Planning, one of the country’s largest independent financial advisors. Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper’s personal finance columnist. Between October 1994 and April 2008, he wrote 1,009 columns for the Journal and for...
Episode 059: Dr. William F. Sharpe, host Jon Luskin
June 26, 2023 06:00 - 46 minutes - 21.2 MBWilliam F. Sharpe is the STANCO 25 Professor of Finance, Emeritus at Stanford University's Graduate School of Business. He was one of the originators of the Capital Asset Pricing Model, developed the Sharpe Ratio for investment performance analysis, and has published articles in a number of professional journals. In 1990, he received the Nobel Prize in Economic Sciences. This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads ar...
Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin
May 29, 2023 06:00 - 36 minutes - 33.6 MBMike is the author of the popular blog “Oblivious Investor” at ObliviousInvestor.com and the creator of the free Open Social Security calculator at OpenSocialSecurity.com. He is also the author of several books on taxes, investing, and Social Security, and now a new book, More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need. This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleh...
Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri
April 27, 2023 15:20 - 52 minutes - 47.5 MBDr. Derek Horstmeyer is a Professor of Finance at George Mason University's School of Business where he publishes regularly on investment topics, ETF & mutual fund performance, and corporate finance. He writes a monthly column for the Wall Street Journal along with his students and writes frequently for the CFA Institute. he has also been published in the Quarterly Journal of Finance, Managerial Finance, and several other mainstream business publications. Dr. Horstmeyer is very active at...
Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri
March 27, 2023 00:26 - 56 minutes - 50.8 MBDr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations and individuals understand the intersection of mind and markets. Educated at Brigham Young and Emory Universities, Dr. Crosby is an international speaker and author who has won many awards for his work. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book ...
Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri
March 03, 2023 22:20 - 56 minutes - 45.7 MBEdward Chancellor is a financial historian, journalist, and investment strategist. Ed graduated with first-class honors from Trinity College, Cambridge, and later from Oxford University. He worked for the London merchant bank, Lazard Brothers, and was later an editor at the financial commentary site, Breakingviews of Reuters. Ed was also a senior member of the asset allocation team at GMO, the Boston-based investment firm. In 2022, Fortune called Ed "one of the greatest financial histor...
Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri
January 29, 2023 18:40 - 57 minutes - 49.8 MBChristine Benz, CFP®, is Morningstar's Director of Personal Finance and the co-host of The Long View Podcast. We discuss 2022 taxes and how SECURE Act 2.0 will affect 2023 taxes and beyond. We also dive into a safe withdrawal rate during retirement and discuss how changing market valuations, inflation expectations, and the "spending smile" during retirement that affects the amount you can reasonably withdraw. This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment...
Episode 053: JL Collins on the simple path to wealth, host Rick Ferri
December 27, 2022 14:35 - 55 minutes - 50.3 MBJoin me for this delightful discussion with James L Collins. JL is a popular personal finance blogger, a leader in the FIRE movement (Financial Independence -Retire Early), and the author of The Simple Path to Wealth. The book has sold over 500,000 copies and is published in multiple languages. His second book, How I Lost Money in Real Estate Before it was Fashionable, highlights his experience as a landlord and provides a cautionary tale for people considering direct rental property as an i...
Episode 052: Ryan Barrett and Mike Piper on estate planning, host Rick Ferri
November 29, 2022 05:08 - 58 minutes - 58.1 MBProper estate planning is one of the most important elements of a complete financial plan and often the most overlooked. Roughly half of my new clients either have no estate plan or an incomplete plan or an outdated plan. My two guests to discuss the issues are Ryan Barrett, a member of both the State Bar of California and Utah State Bar, and Mike Piper, CPA. Ryan is an estate planning attorney who began his legal career in southern California ten years ago after obtaining a Juris Doctor...
Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri
October 27, 2022 18:36 - 52 minutes - 43.4 MBThis episode is focused on international stock market index funds and ETFs. My two guests are Christine Franquin, a principal and senior portfolio manager in the Vanguard Equity Index Group, and Michael Perre, also a principal in the Vanguard Equity Index Group. Christine manages several equity and balanced funds, including funds for U.S. and international investors as well as indexed separate accounts, and Michael oversees the portfolio management of Vanguard’s internally managed equity...
Episode 050: Craig Lazzara on active versus passive funds, host Rick Ferri
September 27, 2022 11:04 - 56 minutes - 50.2 MBCraig Lazzara, CFA, is a Managing Director in the Core Product Management group at S&P Dow Jones Indices (S&P DJI). His responsibilities focus on providing thought leadership and educational outreach. Our discussion focuses on two S&P DJI reports. SPIVA research measures actively managed funds against their relevant index benchmarks worldwide, and the Persistence Scorecard focuses on whether manager outperformance should be attributed to luck or skill. Craig holds a Chartered Financial Analy...
Episode 049: Antti Ilmanen on investing amid low expected returns, host Rick Ferri
August 25, 2022 18:22 - 57 minutes - 51.3 MBAntti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. Antti spent seven years as a senior portfolio manager at Brevan Howard and a decade at Salomon Brothers/Citigroup. He began his career as a central bank portfolio manager in Finland. Antti has published extensively in finance and investment journals and has received a Graham and Dodd award, the Harry M. Markowitz special distinction award, and multiple Bernstein Fabozzi/Jacobs Levy a...
Episode 048: Rob Berger on free and cheap online investing tools, host Rick Ferri
July 26, 2022 17:40 - 53 minutes - 49.1 MBRob Berger is an investment technology guru. A litigation attorney in a previous life, Rob started Doughroller.net in 2007, an online community for people to improve their finances and build wealth. The site received tens of millions of visitors. Rob sold the website in 2018, became a Forbes Deputy Editor, published a book, Retire Before Mom and Dad, and now runs the Financial Freedom Show (YouTube), RobBerger.com, and Allcards.com, a website about credit cards and banking. This podcast ...
Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri
June 30, 2022 19:20 - 59 minutes - 55.2 MBEpisode #47 features two guests who discuss the evolution in the investment adviser industry over the decades and the conflicts of interest that have occurred. Michael Kitces is the head of planning strategy at Buckingham Wealth Partners, co-founder of the XY Planning Network, among other companies, the host of the Financial Advisor Success podcast and the publisher of the Kitces Report newsletter, and the Nerd's Eye View blog at kitces.com. Dr. Nicole Boyson is the chair of the Fina...
Episode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick Ferri
May 30, 2022 03:00 - 59 minutes - 50.7 MBEpisode #46 features two guests who discuss Environmental, Social, and Governance (ESG) investing. The first guest is Larry Swedroe, Chief Research Officer of Buckingham Strategic Wealth and the co-author of a new book titled Sustainable Investing with Samuel Adams. The second guest is Dr. Ellen Quigley, Special Advisor to the Chief Financial Officer at the University of Cambridge and a Senior Research Associate in Climate Risk and Sustainable Finance at the Centre for the Study of Existenti...
Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri
April 28, 2022 19:29 - 57 minutes - 46 MBThis episode features two guests who discuss total bond market investing. The first guest is Nick Gendron, Global Head of Fixed Income Index Product Management at Bloomberg. This is where the index originates. The second guest is Josh Barrickman, Principal, Senior Portfolio Manager, and Head of Fixed Income Indexing Americas. He and his team manage Vanguard bond index fund portfolios invested in U.S. and international markets. This podcast is hosted by Rick Ferri, CFA, a long-time Bogleh...
Episode 044: Eric Balchunas on the Bogle Effect, host Rick Ferri
March 29, 2022 18:56 - 59 minutes - 52.4 MBEric Balchunas is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. In this episode, we discuss his new book is The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions. This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the gene...
Episode 043: Eduardo Repetto on factor investing, host Rick Ferri
February 28, 2022 14:13 - 59 minutes - 49.1 MBEduardo Repetto, Ph.D., is the Chief Investment Officer (CIO) of Avantis Investors, where he is responsible for directing the research, design, and implementation of investment strategies for over $10 billion in factor-based ETFs and mutual funds. Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer, and Director at Dimensional Fund Advisors (DFA funds). In this podcast, we discuss Eduardo’s career, his successes at DFA an...
Episode 042: Spencer Jakab on Robinhood, Reddit, and Meme Stocks, host Rick Ferri
January 27, 2022 17:10 - 58 minutes - 52.3 MBSpencer Jakab is the Editor of the "Heard on the Street" column for the Wall Street Journal and the author of two books. His new book is "The Revolution That Wasn't: GameStop, Reddit and the Fleecing of Small Investors," which is the topic of our conversation. Previously he wrote "Ahead of the Tape" published in 2015. Prior to joining the WSJ, Spencer was an analyst and later a director of emerging markets equity research at Credit Suisse. Back in 2020, when millions of mostly young peop...
Episode 042: Robinhood, Reddit, and Meme Stocks with Spencer Jakab, host Rick Ferri
January 27, 2022 17:10 - 58 minutes - 52.3 MBSpencer Jakab is the Editor of the "Heard on the Street" column for the Wall Street Journal and the author of two books. His new book is "The Revolution That Wasn't: GameStop, Reddit and the Fleecing of Small Investors," which is the topic of our conversation. Previously he wrote "Ahead of the Tape" published in 2015. Prior to joining the WSJ, Spencer was an analyst and later a director of emerging markets equity research at Credit Suisse. Back in 2020, when millions of mostly young peop...
Episode 041: James Watkins, lll, JD, host Rick Ferri
December 31, 2021 18:35 - 52 minutes - 45.1 MBJames (Jim) Watkins, III, J.D., CFP, is an attorney and adviser specializing in fiduciary best practices. He has extensive experience in the areas of securities law, trust law, forensic investment analysis, financial planning, asset protection, wealth management, estate planning, and pension design. He is the author of The 401(k)/403(b) Investment Manual and publishes two blogs. “CommonSense InvestSense” (investsense.com) for individual investors and fiduciaries, and “The Prudent Investm...
Episode 040: Dr. Ed Yardeni, host Rick Ferri
December 02, 2021 03:11 - 54 minutes - 50.7 MBDr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations for institutional investors. In this podcast, we discuss his new book, In Praise of Profits, review economic activity from 2021, and look ahead to 2022. Dr. Yardeni earned his PhD in economics from Yale University in 1976, a master’s degree in international relations from Yale, and completed his undergraduate studies magna cum laude at C...
Episode 039: Barry Ritholtz, host Rick Ferri
November 07, 2021 19:38 - 1 hour - 89.2 MBBarry Ritholtz is an author, blogger, podcast host, and the Founder and CIO of Ritholtz Wealth Management LLC. He has been called the “blogfather” for his long-standing finance weblog, The Big Picture. Barry is also the creator and host of Masters in Business, the most popular podcast/show on Bloomberg Radio. These 60-90 minute conversations are with many of the most accomplished, fascinating people in business and finance. Our discussion today focuses on Barry and his views on various ...
Episode 038: Ted Aronson, host Rick Ferri
September 28, 2021 17:38 - 52 minutes - 40.1 MBTed Aronson of AJO Partners joins me for a candid discussion about Vanguard's plans to bring private equity to the masses and their addition of actively managed funds to their Personal Advisor Services (PAS) program. We begin with a tribute to David Swenson, the late OIC of Yale Endowment and the founder of the Yale Model, commonly known in the investing world as the Endowment Model. David was outspoken about why individual investors should avoid private equity, and how difficult it is to pi...
Episode 037: Gerry O‘Reilly and Rich Powers, host Rick Ferri
September 02, 2021 13:12 - 56 minutes - 22.7 MBGerry O'Reilly is the manager of the $1.3 trillion Vanguard Total Stock Market Index Fund and ETF, and Rich Powers is the Head of ETF and Index Product Management at Vanguard. In this fascinating interview, we go behind the scenes to learn how the largest mutual fund in the world operates. Our discussion covers trading the mammoth fund - including tricky microcap stocks, fund fees and expenses, security lending, proxy voting, tax efficiency, cash management, in-kind additions and distributio...
Episode 036: Lisa Bragança, host Rick Ferri
July 24, 2021 22:13 - 59 minutes - 30.9 MBLisa Bragança, JD, MBA, is a former Branch Chief in the Division of Enforcement of the Chicago Office of the Securities & Exchange Commission. She handled investigations of accounting fraud, Ponzi schemes, insider trading, churning, and unsuitable investments. Today, Lisa is now in private practice at Bragança Law. Throughout her career, Lisa has been an advocate for the rights of people with physical, cognitive, and psychiatric disabilities. She previously served as counsel in three sta...
Episode 035: Ron Lieber, host Rick Ferri
June 26, 2021 12:23 - 55 minutes - 35.8 MBRon Lieber is an award-winning New York Times “Your Money” columnist and the author of a new book, “The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make.” Ron is also the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money” and co-author of “Taking Time Off: Inspiring Stories of Students Who Enjoyed Successful Breaks from College and How You Can Plan Your Own.” Before joining Th...
Episode 034: Jason Hsu, host Rick Ferri
May 28, 2021 21:26 - 56 minutes - 25.4 MBJason Hsu, Ph.D., is one of the world’s top thought leaders on factor investing and the co-creator of the fundamental indexing™ methodology. He has authored more than 40 peer-reviewed articles and won numerous research awards. Jason is a member of the board of directors at the Anderson School of Management at UCLA, as well as an adjunct professor in finance. He is an associate editor of the Journal of Investment Management and serves on the editorial board of the Financial Analysts Journal, ...
Episode 033: Jeff Ptak, host Rick Ferri
May 02, 2021 13:19 - 57 minutes - 31.2 MBJeff Ptak, CFA, is the global head of manager research at Morningstar Research Services, LLC, and past president & chief investment officer of Morningstar Investment Services. He also Co-hosts Morningstar's "The Long View" podcast with Christen Benz. Jeff has deep knowledge of active and passive investment strategies, and our talk focuses on key aspects of the active versus passive debate. This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleh...
Episode 032: Phil DeMuth, host Rick Ferri
April 04, 2021 23:49 - 56 minutes - 35.1 MBTalking taxes with Phil Demuth, Ph.D. Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of nine personal finance books, most co-authored with his pal, economist Ben Stein. Phil has written for the Wall Street Journal, Barron’s, Forbes, the Journal of Financial Planning, Human Behavior, and Psychology Today. He has been quoted in the New York Times, the Financial Times, Yahoo! Finance, On Wall Street, Fortune, Research Magazine, Investor’s Business Daily, Motl...
Episode 031: Jamie Catherwood, host Rick Ferri
February 25, 2021 14:02 - 56 minutes - 30.2 MBJamie Catherwood is a financial historian and the publisher of the website Investor Amnesia. He received a history degree from King’s College London in 2017 before joining O’Shaughnessy Asset Management, a quantitative investment firm based out of Stamford, Connecticut. Jamie quickly built his reputation as an expert on the history of money and finance after starting a popular weekly blog that links current market activity and investor behavior to similar events and investor behaviors throug...
Episode 030: Sarah Newcomb, host Rick Ferri
January 29, 2021 14:32 - 55 minutes - 25.7 MBSarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar's financial management applications and tools. Sarah has expertise in consumer psychology, economic decision-making, personal money management, and cognitive and social psychology. Before joining Morningstar in 2015, Sarah earned her doctorate in behavioral economics from the University of Maine, where her work focused on the psychological ba...
Episode 029: Frazer Rice, host Rick Ferri
January 01, 2021 22:01 - 59 minutes - 30.8 MBFrazer Rice is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, host of the “Wealth, Actually” podcast, creator of the "Wealth, Actually" blog, and a Northeast Regional Director for Pendleton Square Trust Company. Frazer is an attorney and experienced trust officer. His wealth management career has included serving for over 15 years as a Managing Director at Wilmington Trust Company. We cover a lot of ground in this episode including estate planning, reasons for usin...
Episode 028: Roger Lowenstein, host Rick Ferri
November 29, 2020 22:39 - 43 minutes - 23.3 MBRoger Lowenstein reported for The Wall Street Journal for more than a decade and is also an award-winning book author. His work has appeared in Bloomberg, The New York Review of Books, Fortune, The New York Times Magazine, and other publications. His best-selling books include Buffett, When Genius Failed, Origins of the Crash, While America Aged, and The End of Wall Street. In this episode, we discuss Roger's books and lessons he learned writing them. This podcast is hosted by Rick Ferri...
Episode 027: Cliff Asness, host Rick Ferri
October 30, 2020 13:58 - 58 minutes - 33.5 MBDr. Cliff Asness is a Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management, a quantitative money manager overseeing $186 billion in assets as of December 2019. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. He is an award-winning researcher on quantitative investment strategies and has authored articles for many publications, including The J...
Episode 026: Morgan Housel, host Rick Ferri
September 29, 2020 14:34 - 51 minutes - 27.6 MBMorgan Housel is an author of The Psychology of Money book and writes a blog as a partner at The Collaborative Fund. He is a former columnist at The Motley Fool and The Wall Street Journal, a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. This podcast is hosted by Rick Ferri, CFA, a lon...
Episode 025: Don Phillips, host Rick Ferri
August 30, 2020 23:47 - 59 minutes - 33.1 MBDon Phillips is the former CEO and a managing director of Morningstar, Inc. who remains involved in corporate strategy and investment research. He joined Morningstar in 1986 as the company’s first mutual fund analyst and soon became editor of its flagship publication, Morningstar Mutual Funds™, establishing the editorial voice for which the company is best known. Don helped to develop the Morningstar® Style Box™, the Morningstar® Rating™, and other innovations that have become industry stand...
Episode 024: Dr. Wade Pfau, host Rick Ferri
July 31, 2020 19:04 - 57 minutes - 32.2 MBWade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. Dr. Phau hosts t...
Episode 023: Dr. Burton Malkiel, host Rick Ferri
July 03, 2020 18:16 - 58 minutes - 33 MBBurton Gordon Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street (now in its 12th edition). He is the Chemical Bank chairman's professor of economics at Princeton University and is a two-time chairman of the economics department there. Dr. Malkiel is a leading proponent of the efficient-market hypothesis, which contends that prices of publicly traded assets reflect all publicly available information, and one of the original t...
Episode 022: Dr. Ed Yardeni, host Rick Ferri
June 01, 2020 11:33 - 51 minutes - 29.6 MBDr. Ed Yardeni is a long-time veteran of the investment industry and the President of Yardeni Research, Inc., a provider of global investment and asset allocation research. He previously served as Chief Investment Strategist at Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in NYC, and was also the Chief Economist of CJ Lawrence, Prudential-Bache Securities, and EF Hutton. Ed started his career as an economist with the Federal Reserve Bank of NY and held po...
Episode 021: Larry Siegel, host Rick Ferri
May 01, 2020 12:23 - 48 minutes - 31.9 MBLaurence B. Siegel is the director of research at the CFA Institute Research Foundation, former director of research at The Ford Foundation, former Ibbotson Associates, Inc. managing director, senior advisor to OCP Capital LLC, and an independent consultant, writer, and speaker specializing in investment management. He has won many awards for writing including the coveted Graham and Dodd Award to recognize excellence in research and financial writing in the Financial Analysts Journal. We...
Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri
April 01, 2020 16:34 - 58 minutes - 41.1 MBJeff Levine is a Certified Public Accountant, Certified Financial Planner, financial adviser, and a complete tax nerd. He is the lead financial planning guru for Kitces.com, home of the popular Nerd’s Eye View blog, and the founder of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. He is also the Director of Advanced Planning at Buckingham Strategic Wealth. Jeff regularly appears on CNBC and Fox Business and is a frequent g...