Sound Investing

Ben Felix- New Truth Teller and Q&A


Listen Later

Paul starts the podcast with an update on the Bogleheads Conference.  For those who want to see a sample of last years presentations here is a link to all of the 2022 presentations.

https://boglecenter.net/bogleheads-university/

For those interested in 2023 Conference, including list of speakers:  https://boglecenter.net/conferences/

For this interested in exploring John Bogles archives:

https://boglecenter.net/bogle-archive/


Paul is working on a list of 80 quotes investors might use to remind themselves of the important investment beliefs that keep investors on track.  He asks listeners to send him the quotes that have kept you on track.  Please send to [email protected].

Our Truth Tellers are individuals or organizations that, in our opinion, are committed to helping investors better understand the facts and act in their own best interest. Their work and voice consistently provides useful, evidence-based information and advice, often on topics that we do not cover, and we want you to be aware of them to help you be a better long-term investor.

Here is a Truth Teller page for Ben Felix.

Ben is  the host of a popular YouTube series.  His over 100 videos are some of the best teaching tools in the industry.  The following are a few samples:

Is Investing Risky?

Dave Ramsey's Investing Advice

Small Cap and Value Stocks

Plus  Ben and Cameron Passmore interview other financial experts on their podcast, Rational Reminder.  They have made a special effort to interview many of the academics who have studied the investment process.

Here is a wonderful interview with:

Prof. Meir Statman: Financial Decisions for Normal People

5:16 Meir defines Behavioral Finance

15:37 The difference between a "normal" investor and a rational one

21:48 Why normal investors like lottery-like assets despite low or negative expected returns

26:24 The downsides to the "consume from dividends but don't dip into capital" rule

32:59 Why dollar-cost averaging is so persistent, when it is well-known to be rationally suboptimal

36:48 What makes strategies like covered calls and structured products so attractive to normal investors

43:19 Why normal wealthy people seek to invest in hedge funds and private equity, despite their questional benefits to a rational investor

48:24 How normal investors should deal with currency hedging in global portfolios

53:03 How behavioral portfolio theory differs from mean-variance portfolio theory

1:00:21 How an optimal behavioral portfolio differs from an optimal CAPM portfolio

1:09:21 How the typical risk-profile questionnaire can be adapted to improve the behavioral dimension of portfolios

1:15:53 How financial advisors can use behavioral finance principles to improve client outcomes

1:17:55 What puts financial advisors in a position to give well-being advice

1:23:27 Meir defines success in his life

 

...more
View all episodesView all episodes
Download on the App Store

Sound InvestingBy Paul Merriman

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

336 ratings


More shows like Sound Investing

View all
The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,988 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

455 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

808 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

759 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,315 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

521 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

754 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

539 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

671 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

199 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

594 Listeners

The Long View by Morningstar

The Long View

905 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

188 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

150 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

864 Listeners