The Money and Meaning Show

From Wall Street to Meaning: Rubin Miller on Investing, Education, and Purpose

Listen Later

In this episode of Money & Meaning, host Jeff Bernier speaks with Rubin Miller, founder and Chief Investment Officer of Peltoma Capital Partners and author of the Fortunes and Frictions blog. They explore Rubin’s journey from trading floors to founding a boutique advisory firm, discuss market philosophy, and examine the tension between serving high-net-worth clients and reaching broader audiences. Rubin shares his views on investment process, financial planning, and what it means to live a meaningful life—both personally and professionally.

Topics covered:

  •  Rubin’s professional path from bond trading to launching Peltoma Capital
  •  His firm’s investment philosophy: market efficiency, diversification, and implementation
  •  Thoughts on small-cap and value premiums
  •  How bond portfolios are influenced by the shape of the yield curve
  •  The difference between financial planning timelines and academic investment research
  •  Role of financial advisors: planning vs. investment management
  •  Frictions that prevent investors from executing sound strategies
  •  Rubin’s passion for making financial education accessible to all
  •  Defining “a perfect day” and the broader idea of fortune
  •  Reflections on personal growth and recovering from setbacks

    • Useful Links:

    • Jeff Bernier on LinkedIn
    • Peltoma Capital Partners
    • TandemGrowth Financial Advisors
      • ...more
      View all episodesView all episodes
      Download on the App Store
      The Money and Meaning ShowBy moneyandmeaning
      • 5
      • 5
      • 5
      • 5
      • 5

      5

      7 ratings

      More shows like The Money and Meaning Show

      View all
      Stuff You Should Know by iHeartPodcasts

      Stuff You Should Know

      77,411 Listeners

      Planet Money by NPR

      Planet Money

      30,923 Listeners

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

      The Retirement and IRA Show

      729 Listeners

      The Meb Faber Show - Better Investing by The Idea Farm

      The Meb Faber Show - Better Investing

      931 Listeners

      Retirement Planning Education, with Andy Panko by Andy Panko

      Retirement Planning Education, with Andy Panko

      703 Listeners