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 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, the...
May 28, 2021•56 min•Ep. 34
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 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 Boglehea...
May 02, 2021•57 min•Ep. 33
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, 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...
Apr 04, 2021•56 min•Ep. 32
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 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 throughou...
Feb 25, 2021•57 min•Ep. 32
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 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 barriers ...
Jan 29, 2021•55 min•Ep. 31
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 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 using tr...
Jan 01, 2021•1 hr•Ep. 30
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 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, CFA ...
Nov 29, 2020•44 min•Ep. 29
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 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 Jo...
Oct 30, 2020•59 min•Ep. 28
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 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 long-time B...
Sep 29, 2020•52 min•Ep. 27
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 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 standard...
Aug 30, 2020•59 min•Ep. 26
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 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 the Retire...
Jul 31, 2020•57 min•Ep. 25
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 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 though...
Jul 03, 2020•58 min•Ep. 24
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, 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 posit...
Jun 01, 2020•52 min•Ep. 23
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 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 disc...
May 01, 2020•48 min•Ep. 22
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, 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 guest o...
Apr 01, 2020•59 min•Ep. 21
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 White Coat Investor in 2011 to help those in the medical profession became the wealthy doctors that people think they are, and it has grown into the most widely-read physician-specific personal finance and investing web...
Mar 05, 2020•1 hr•Ep. 20
Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at his website. Our discussion centers on Paul's ...
Feb 01, 2020•1 hr•Ep. 19
Joseph "Joe" Davis, Ph.D ., is a principal and Vanguard's global chief economist. He is also head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the firm's investment methodologies and asset allocation strategies for both institutional and individual investors. In addition, he is a member of the senior portfolio management team for the Vanguard Fixed Income Group. Joe earned his Ph.D. in macroeconomics and finance at Duke University. Our discussi...
Dec 29, 2019•57 min•Ep. 18
My guest in December will be Sheryl Garrett, CFP , the founder of the Garrett Planning Network , a nationwide network of more than 230 hourly based financial advisors whose mission is to help make competent, objective financial advice accessible to all people. Sheryl is frequently quoted in media and a recipient of numerous awards and recognition for her contributions in the field of financial advice. She's written, co-authored or served as a series editor on more than a dozen books and has been...
Dec 08, 2019•51 min•Ep. 17
Eric 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. Eric is a frequent speaker on ETF topics at industry conferences, and he also appears in a weekly on-air segment for Bloomberg TV and Radio called "Exchange-Traded Friday" in which he discusses different ETFs and the way investors can utilize them. Eric is the author of The Institutional ETF Toolbox , which was published by Wile...
Nov 08, 2019•56 min•Ep. 16
Chris Mamula is the lead co-author of the ChooseFI book and a financial writer for Can I Retire Yet? In this in-depth interview, Chris explains how the FIRE movement developed, and how the principles of traditional retirement planning, combined with creative lifestyle design, allowed him to retire early from a career as a physical therapist at age 41, and pursue his passion for teaching others about financial independence. After poor experiences with the financial industry early in his professio...
Oct 09, 2019•58 min•Ep. 15
Dr. William (Bill) Bernstein is a medical doctor, 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 finance. His first book, The Intelligent Asset Allocator , makes the case for broad diversification in a passive portfolio, as does his second book, The Four Pillars of Investing. Bill's economic history books include The Birth of Plenty , is a history of the world's st...
Sep 05, 2019•52 min•Ep. 14
Larry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth , a 17 billion dollar wealth management company headquartered in St. Louis, MO. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy educating investors on the elements of investing with an enthusiasm few can match. Larry has published 17 books that explain investing in layman’s terms. His first book, “The Only Guide to a Winning Investment Strategy You’ll Ever Need” is in its se...
Aug 02, 2019•1 hr 1 min•Ep. 13
Mel Lindauer , CFS, WMS, was dubbed "The Prince of the Bogleheads" by Jack Bogle. He's one of Boglehead forum founders along with Taylor Larimore, and has contributed thousands of posts, helping investors learn the Boglehead way to invest. In 2010, Mel helped create the John C. Bogle Center for Financial Literacy, an IRS-approved 501(c)(3) charitable organization. He serves as the voluntary president of the Center. A Marine veteran, he started investing in the late '60s and has first-hand experi...
Jul 08, 2019•43 min•Ep. 12
Debbie Fuhr and Robin Powell are my guests on Episode 10. Our focus is on the global growth of index investing and ETFs. Debbie is the Managing Partner & Founder founder of ETFGI , the world's leading independent research company. ETFGI has become the dominant independent research and consulting provider providing insights on the entire global industry of ETFs and ETPs listed globally as well as the service providers. Robin is a journalist who lives and works in the UK. He is an investor adv...
Jun 06, 2019•1 hr•Ep. 11
Dr. Wesley R. "Wes" Gray is my guest in Episode 9, and our focus is on "factor" investing. Dr. Gray is the CEO of Alpha Architect , an author, portfolio manager, United States Marine, Iraq War vet, and a former professor of finance at Drexel University. He earned an MBA and a Ph.D. in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the co...
May 11, 2019•57 min•Ep. 10
Allan Roth is my guest in Episode 8, and our focus in on the investment advice industry. Allan is a licensed CPA, a Certified Financial Planner (CFP), author, writer, adjunct professor, and Founder of Wealth Logic , hourly based investment advisory and financial planning firm. Allan's book, How a Second Grader Beats Wall Street is a best-seller. He has also written for The Wall Street Journal, AARP, Money, Financial Planning Magazine and numerous other publications. This episode hones in on the ...
Apr 05, 2019•55 min•Ep. 9
Mike Piper is our guest in Episode 7. Mike is a licensed CPA, author of the popular Oblivious Investor blog, and author of many finance and tax-related books including Social Security Made Simple. He is favorite among Bogleheads for his straightforward advice on retirement planning, investing, Social Security and other personal finance related issues. Recently, Mike has been spending a lot of his on his new website Open Social Security and specifically with one of the best online Social Security...
Mar 06, 2019•50 min•Ep. 8
Dan Egan is our guest in Episode 6. Mr. Daniel P. Egan is the Director of Behavioral Finance and Investing at Betterment and an up-and-coming leader in the field of improving personal decision making by understanding how psychology interacts with design, money, investing and spending. His research is reshaping how people interact with technology to make themselves better money managers. Dan holds an MSc in Decision Science from The London School of Economics and a BA (Distinction) in Economics f...
Feb 06, 2019•49 min•Ep. 7
Gus Sauter is our guest in Episode 5. This information packed podcast is with guest Mr. George Upham Sauter , fondly known as "Gus", former Chief Investment Officer, Managing Director and Portfolio Manager of The Vanguard Group, Inc., the investment advisor of Vanguard Index Funds. Gus joined Vanguard Funds in 1987 and as the Chief Investment Officer oversaw Vanguard’s Quantitative Equity and Fixed Income Groups. He holds an M.B.A. in Finance from the University of Chicago and an A.B. in Economi...
Jan 08, 2019•59 min•Ep. 6
