Bogleheads On Investing Podcast

Bogleheads On Investing Podcast episodes:

• 03.23.2024

  Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri

  More than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. My guest, Rolf Agather, has been in the indexing industry since the 1980s.

  
• 02.19.2024

  Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri

  If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. Tax expert Kaye Thomas can help.

  
• 01.23.2024

  Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri

  Real estate investing with Dr. Jim Dahle and John Worth, Ph.D. We cover the spectrum of real estate investment opportunities, from flipping homes to listed real estate investment trusts (REITs).

  
• 12.21.2023

  Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri

  Qiun Wang, Ph.D., Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team, discusses Vanguard’s annual economic and market outlook for 2024.

  
• 11.24.2023

  Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri

  Victor Haghani and James White are co-authors of ”The Missing Billionaires, A Guide to Better Financial Decisions.” This fascinating book discusses investment decision-making and risk-sizing and how to make better financial decisions with your wealth.

  
• 10.29.2023

  Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri

  Dr. 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...

  
• 09.25.2023

  Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin

  Steven 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...

  
• 08.28.2023

  Episode 61: Cody Garrett on Early Retirement, host Jon Luskin

  Cody 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...

  
• 07.24.2023

  Episode 60: Jonathan Clements on ”My Money Journey,” host Jon Luskin

  Jonathan 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,...

  
• 06.26.2023

  Episode 059: Dr. William F. Sharpe, host Jon Luskin

  William 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...

  
• 05.29.2023

  Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin

  Mike Piper answers questions about his new book, ”More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need.”

  
• 04.27.2023

  Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri

  Dr. 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.

  
• 03.27.2023

  Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri

  Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations and individuals understand the intersection of mind and markets.

  
• 03.03.2023

  Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri

  Edward Chancellor is a financial historian, journalist, and investment strategist. He is the author of ”Devil Take Hindmost: A History of Financial Speculation”, and his latest book, ”The Price of Time.”

  
• 01.29.2023

  Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri

  Christine Benz discusses taxes, SECURE Act 2.0, and safe withdrawal rates in retirement.

  
• 12.27.2022

  Episode 053: JL Collins on the simple path to wealth, host Rick Ferri

  Join me for this delightful discussion with James L Collins, a popular personal finance blogger, and the author of the bestselling book, ”The Simple Path to Wealth.”

  
• 11.29.2022

  Episode 052: Ryan Barrett and Mike Piper on estate planning, host Rick Ferri

  Proper estate planning is one of the most important elements of a complete financial plan and often the most overlooked. My two guests to discuss the issues are Ryan Barrett, a member of both the State Bar of California and...

  
• 10.27.2022

  Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri

  This episode is focused on international stock market index funds and ETFs with two guests, Christine Franquin and Michael Perre, both principals in the Vanguard Equity Index Group.

  
• 09.27.2022

  Episode 050: Craig Lazzara on active versus passive funds, host Rick Ferri

  Craig Lazzara discusses SPIVA research that measures actively managed funds against their relevant index benchmarks, and the Persistence Scorecard focuses on whether outperformance should be attributed to manager luck or skill.

  
• 08.25.2022

  Episode 049: Antti Ilmanen on investing amid low expected returns, host Rick Ferri

  Antti Ilmanen is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management and the author of ”Expected Returns” and ”Investing Amid Low Expected Returns.”

  
• 07.26.2022

  Episode 048: Rob Berger on free and cheap online investing tools, host Rick Ferri

  Rob 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...

  
• 06.30.2022

  Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri

  Episode #47 features two guests who discuss the evolution in the investment adviser industry over the decades and the conflicts of interest that have occurred.

  
• 05.30.2022

  Episode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick Ferri

  This episode features two guests who discuss Environmental, Social, and Governance (ESG) investing; Larry Swedroe, Chief Research Officer of Buckingham Strategic Wealth, and Dr. Ellen Quigley, Special Advisor to the Chief Financial Officer at the University of Cambridge and a...

  
• 04.28.2022

  Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri

  This 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,...

  
• 03.29.2022

  Episode 044: Eric Balchunas on the Bogle Effect, host Rick Ferri

  We discuss Eric Balchunas’s new book ”The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions.”

  
• 02.28.2022

  Episode 043: Eduardo Repetto on factor investing, host Rick Ferri

  Eduardo Repetto, CIO of Avantis Investors, discusses factor investing, and primarily small-cap value investing. What does the past data say, what’s new in factor investing today, and does it make sense to consider this niche part of the equity market...

  
• 01.27.2022

  Episode 042: Spencer Jakab on Robinhood, Reddit, and Meme Stocks, host Rick Ferri

  Spencer 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...

  
• 12.31.2021

  Episode 041: James Watkins, lll, JD, host Rick Ferri

  James (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...

  
• 12.02.2021

  Episode 040: Dr. Ed Yardeni, host Rick Ferri

  Dr. Ed Yardeni discusses his new book, In Praise of Profits, review economic activity from 2021, and look ahead to 2022.

  
• 11.07.2021

  Episode 039: Barry Ritholtz, host Rick Ferri

  Barry Ritholtz is an author, blogger, podcast host, and the Founder and CEO of Ritholtz Wealth Management LLC.

  
• 09.28.2021

  Episode 038: Ted Aronson, host Rick Ferri

  Ted 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.

  
• 09.02.2021

  Episode 037: Gerry O‘Reilly and Rich Powers, host Rick Ferri

  Our guests, Gerry 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.

  
• 07.24.2021

  Episode 036: Lisa Bragança, host Rick Ferri

  Lisa Bragança, JD, is a former Branch Chief in the Division of Enforcement of the Chicago Office of the Securities & Exchange Commission. In private practice, she specializes in elder abuse cases.

  
• 06.26.2021

  Episode 035: Ron Lieber, host Rick Ferri

  Ron 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.”

  
• 05.28.2021

  Episode 034: Jason Hsu, host Rick Ferri

  Jason 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...

  
• 05.02.2021

  Episode 033: Jeff Ptak, host Rick Ferri

  Jeff 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...

  
• 04.04.2021

  Episode 032: Phil DeMuth, host Rick Ferri

  Talking 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,...

  
• 02.25.2021

  Episode 031: Jamie Catherwood, host Rick Ferri

  Jamie 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...

  
• 01.29.2021

  Episode 030: Sarah Newcomb, host Rick Ferri

  Sarah 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...

  
• 01.01.2021

  Episode 029: Frazer Rice, host Rick Ferri

  Frazer 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...

  
• 11.29.2020

  Episode 028: Roger Lowenstein, host Rick Ferri

  Roger 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...

  
• 10.30.2020

  Episode 027: Cliff Asness, host Rick Ferri

  Dr. 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...

  
• 09.29.2020

  Episode 026: Morgan Housel, host Rick Ferri

  Morgan 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...

  
• 08.30.2020

  Episode 025: Don Phillips, host Rick Ferri

  Don 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. Hosted by Rick Ferri, CFA.

  
• 07.31.2020

  Episode 024: Dr. Wade Pfau, host Rick Ferri

  Wade 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...

  
• 07.03.2020

  Episode 023: Dr. Burton Malkiel, host Rick Ferri

  Burton 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...

  
• 06.01.2020

  Episode 022: Dr. Ed Yardeni, host Rick Ferri

  Dr. 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,...

  
• 05.01.2020

  Episode 021: Larry Siegel, host Rick Ferri

  Laurence 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...

  
• 04.01.2020

  Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri

  Jeff 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,...

  
• 03.05.2020

  Episode 019: Dr. Jim Dahle, host Rick Ferri

  James M. Dahle, M.D., FACEP, is a full-time emergency room doctor, entrepreneur, writer, speaker, father, and is an inspiration to thousands of young doctors, dentists, lawyers, and other professionals who are seeking straight answers to personal finance questions. He started The...