June 14, 2024

MI Rewind: The Bogle Effect w/ Eric Balchunas

59 minutes

Clay Finck chats with Eric Balchunas about what an ETF is and why it’s a popular investment tool among retail investors, how Vangaurd was originally created after Bogle was ousted out of his own company, why Vanguard’s business model was so successful at attracting new investors, Eric’s thoughts on a potential index fund bubble, how Vanguard is disrupting the financial services industry, Eric’s thoughts around the effects of a Bitcoin ETF in the future, and much more!

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:29 - What an ETF is and why it’s a popular investment tool among retail investors.

08:20 - How investors can parce through the thousands of ETFs available to determine which make most sense to them.

12:40 - How Vanguard was originally created after Bogle was ousted out of his own company.

19:09 - Why Vanguard’s business model was so successful at attracting new investors.

19:09 - Why other companies haven’t followed the Vanguard playbook.

31:20 - What drove Bogle to pass on almost all profits to investors through Vanguard.

37:10 - Eric’s thoughts on a potential index fund bubble.

42:07 - How Vanguard is disrupting the financial services industry.

52:35 - Eric’s thoughts around the potential Bitcoin ETF.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out Eric’s book, The Bogle Effect.

Check out Bloomberg’s podcast, Trillions.

Bloomberg’s show, Bloomberg ETF IQ.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

⁠CFI Education⁠

⁠Airbnb⁠

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

...more

View all episodes

By The Investor's Podcast Network

4.6

542542 ratings

June 14, 2024

MI Rewind: The Bogle Effect w/ Eric Balchunas

59 minutes

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:29 - What an ETF is and why it’s a popular investment tool among retail investors.

08:20 - How investors can parce through the thousands of ETFs available to determine which make most sense to them.

12:40 - How Vanguard was originally created after Bogle was ousted out of his own company.

19:09 - Why Vanguard’s business model was so successful at attracting new investors.

19:09 - Why other companies haven’t followed the Vanguard playbook.

31:20 - What drove Bogle to pass on almost all profits to investors through Vanguard.

37:10 - Eric’s thoughts on a potential index fund bubble.

42:07 - How Vanguard is disrupting the financial services industry.

52:35 - Eric’s thoughts around the potential Bitcoin ETF.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out Eric’s book, The Bogle Effect.

Check out Bloomberg’s podcast, Trillions.

Bloomberg’s show, Bloomberg ETF IQ.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

⁠CFI Education⁠

⁠Airbnb⁠

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

...more

More shows like The Intrinsic Value Podcast - The Investor’s Podcast Network

View all

Motley Fool Money

3,189 Listeners

Masters in Business

2,179 Listeners

We Study Billionaires - The Investor’s Podcast Network

3,368 Listeners

The Meb Faber Show - Better Investing

934 Listeners

Invest Like the Best with Patrick O'Shaughnessy

2,293 Listeners

Capital Allocators – Inside the Institutional Investment Industry

790 Listeners

Focused Compounding

271 Listeners

Chit Chat Stocks

186 Listeners

The Acquirers Podcast

300 Listeners

Silicon Valley - The Investor's Podcast Network

57 Listeners

Real Estate 101 - The Investor's Podcast Network

115 Listeners

The Good Life Podcast with Sean Murray

50 Listeners

Chai with Pabrai

75 Listeners

The Memo by Howard Marks

398 Listeners

Yet Another Value Podcast

101 Listeners

The Business Brew

245 Listeners

Business Breakdowns

336 Listeners

Behind the Balance Sheet

47 Listeners

Share MI Rewind: The Bogle Effect w/ Eric Balchunas

Sign up to save your podcasts

MI Rewind: The Bogle Effect w/ Eric Balchunas

MI Rewind: The Bogle Effect w/ Eric Balchunas

More shows like The Intrinsic Value Podcast - The Investor’s Podcast Network

Motley Fool Money

Masters in Business

We Study Billionaires - The Investor’s Podcast Network

The Meb Faber Show - Better Investing

Invest Like the Best with Patrick O'Shaughnessy

Capital Allocators – Inside the Institutional Investment Industry

Focused Compounding

Chit Chat Stocks

The Acquirers Podcast

Silicon Valley - The Investor's Podcast Network

Real Estate 101 - The Investor's Podcast Network

The Good Life Podcast with Sean Murray

Chai with Pabrai

The Memo by Howard Marks

Yet Another Value Podcast

The Business Brew

Business Breakdowns

Behind the Balance Sheet