Our guest on the podcast this week is The Wall Street Journal columnist and author Jason Zweig. Jason became a personal finance columnist for The Wall Street Journal in 2008. His weekly column, “The Intelligent Investor,” is a must-read for people inside and outside of the investment industry. Jason is also the editor of the revised edition of Benjamin Graham's The Intelligent Investor . And he is the author of Your Money and Your Brain , which explores the neuroscience of investing. He also wro...
Jun 29, 2021•55 min•Ep. 116
Our guest on the podcast today is former Vanguard CEO, Jack Brennan. Jack is the author of a new book, More Straight Talk on Investing , which he cowrote along with John Woerth. He is also author of Straight Talk on Investing , which was published in 2004. Jack served as the CEO of Vanguard from 1996 to 2008 and was chairman of the board from 1998 to 2009. He is now chairman emeritus and senior advisor at Vanguard. He also serves as the chairman of the board of trustees at Notre Dame University ...
Jun 23, 2021•48 min•Ep. 115
Our guest this week is Sonal Desai. Sonal is executive vice president and chief investment officer of the Franklin Templeton Fixed Income Group. In addition to her responsibilities overseeing many of Franklin’s fixed-income teams, Sonal also co-chairs the group’s fixed-income policy committee and is a member of Franklin Resources executive committee as well as the firm’s management and investment committees. Sonal is a listed portfolio manager at a number of strategies, including Core Plus, Stra...
Jun 16, 2021•46 min•Ep. 114
Our guest this week is Eduardo Repetto. Eduardo is chief investment officer of Avantis Investors, where he is responsible for overseeing the research, design, and implementation of the firm's investment strategies. Prior to forming of Avantis in 2019, Eduardo was co-CEO, co-CIO, and a director at Dimensional Fund Advisors. Eduardo earned a Ph.D. in aeronautics from the California Institute of Technology, and an MSc degree in engineering from Brown University. Background Bio “ American Century La...
Jun 09, 2021•49 min•Ep. 113
In this bonus episode of “The Long View,” we hear from three Morningstar equity analysts who cover airlines, cruise lines, and Airbnb. Welcome to “Market X-Ray," our new podcast that looks at investment opportunities and risks that go beyond the market headlines. Want to hear more? Let us know at [email protected]. Companies mentioned in this episode: Southwest ( LUV ); Delta ( DAL ); Royal Caribbean ( RCL ); Carnival ( CCL ); Norwegian ( NCLH ); Airbnb ( ABNB ); Booking ( BKNG ); Expedia ...
Jun 07, 2021•25 min
Our guest on the podcast today is Alan Moore. With Michael Kitces, Alan cofounded XY Planning Network, a support network for advisors looking to serve younger clients. He is also the CEO of AdvicePay, which is a compliant payment processor for financial advisors. Alan has been recognized by InvestmentNews as a top "40 Under 40" in financial planning, by Wealth Management as one of a "The 10 to Watch in 2015," and was the first recipient of the NAPFA Young Professional award in 2015. He is a cert...
Jun 02, 2021•56 min•Ep. 112
We’ve been exploring the state of retirement in the United States on The Long View. Last week, we talked with progressive labor economist Teresa Ghilarducci . On this week’s episode, we chatted with Andrew Biggs, resident scholar at the American Enterprise Institute. He is more sanguine about the state of retirement in the U.S., though he is also in favor of some reforms. Andrew is an expert on Social Security reform, state and local government pensions, and public sector pay and benefits. Befor...
May 26, 2021•52 min•Ep. 111
Over the next two weeks, we'll be taking a closer look at the state of retirement security in the United States, and we'll be featuring two very different perspectives on the topic. We're kicking things off with labor economist and retirement expert Teresa Ghilarducci, who will offer a progressive perspective. Ghilarducci joined The New School for Social Research as a professor of economics in 2008 after teaching at Notre Dame for 25 years. At The New School, she also directs the Schwartz Center...
May 19, 2021•50 min•Ep. 110
Our guest this week is Patrick O’Shaughnessy. Patrick is the CEO of O’Shaughnessy Asset Management. He also is a portfolio manager at the firm. Prior to assuming his current role, Patrick served on O’Shaugnessy’s research and portfolio management teams. Patrick is the author of Millennial Money: How Young Investors Can Build a Fortune and was a contributing author to the fourth edition of What Works on Wall Street . Patrick is also the host of the popular Invest Like the Best podcast. He receive...
May 12, 2021•53 min•Ep. 109
Our guest on the podcast today is Kerry Pechter. He is the editor and publisher of Retirement Income Journal , which he launched in 2009 to provide unconflicted news and analysis to the annuity and financial advice industries. RIJ recently celebrated its 500th issue. Kerry is also the author of Annuities for Dummies and two other nonfiction books. He has been an editor of Annuity Market News , a writer in Vanguard's individual annuity marketing department, a senior editor at Rodale Press, and a ...
May 05, 2021•49 min•Ep. 108
Our guest on the podcast today is Mike Piper. He is the author of several personal finance books, including Social Security Made Simple , Taxes Made Simple , Accounting Made Simple, and Can I Retire? His blog, Oblivious Investor, covers Social Security, taxes, and investing. Piper has also developed a free tool for exploring Social Security-claiming decisions called Open Social Security. He is a certified public accountant. Background Bio Mike Piper's Books Oblivious Investor Open Social Securit...
Apr 28, 2021•51 min•Ep. 107
Our guest this week is Jason Hsu. Jason is founder and chairman of Rayliant Global Advisors, a quantitative asset manager based in Hong Kong. Jason also cofounded Research Affiliates with Robert Arnott and has been at the forefront of the fundamental indexing movement. Jason is a member of the board of directors at the Anderson School of Management at the University of California at Los Angeles, as well as an adjunct professor in finance there. He has authored more than 40 peer-reviewed articles...
Apr 21, 2021•50 min•Ep. 106
Our guest on the podcast today is Joe Davis, global chief economist at Vanguard. Joe also heads up Vanguard's Investment Strategy Group, a team that conducts research on portfolio construction, develops the firm's economic and market outlook, and helps oversee Vanguard's asset-allocation strategies for both institutional and individual investors. He is also a member of the senior portfolio management team for Vanguard Fixed Income Group. He earned a doctorate in economics at Duke University. Bac...
Apr 14, 2021•48 min•Ep. 105
Our guest this week is John Rogers, Jr. John is chairman, co-CEO, and chief investment officer of Ariel Investments, the firm he founded in 1983. John is the lead portfolio manager of the Ariel Fund and also comanages other Ariel strategies, including Ariel Small Cap Value, Small/Mid Cap Value, Mid Cap Value as well as Ariel Appreciation. John sits on several corporate boards, including the board of directors of McDonald's, Nike, and The New York Times and serves as vice chair of the University ...
Apr 07, 2021•47 min•Ep. 104
Our guest on the podcast today is financial educator and author Paul Merriman. He founded Merriman, a fee-only investment advisory firm, in 1983. He retired from Merriman in 2011 and started The Merriman Financial Education Foundation, which is dedicated to providing comprehensive financial education to investors. Merriman has written several books on investing. His latest released in November 2020 and is called We're Talking Millions! 12 Simple Ways To Supercharge Your Retirement . He writes a ...
Mar 31, 2021•56 min•Ep. 103
Our guest this week is Ted Seides. Ted hosts the popular “Capital Allocators” podcast, where each week he interviews leaders in the investing and finance fields, including hedge fund managers, endowment chiefs, and prominent academics. Prior to launching “Capital Allocators,” Ted was a founding partner at Protégé Partners, a firm that invested in and seeded hedge funds. Ted began his career at the Yale University Investment Office before doing stints at Stonebridge Partners and J.H. Whitney &...
Mar 24, 2021•54 min•Ep. 102
Our guest on the podcast today is financial advisor and author Bill Schultheis. His latest book is "The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness." His first book, published in 1998 and updated several times thereafter, is "The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On With Your Life." When he is not writing books, He is a financial advisor with Soundmark Wealth Management, a firm he co-founded in 2008. He recei...
Mar 17, 2021•53 min•Ep. 101
Our guest this week is noted author and advisor, William Bernstein. Bill’s background and entree to finance is unique--a neurologist by training, Bill taught himself the principles of investing and asset allocation, eventually parlaying that knowledge into a successful financial advisory practice and a series of influential, critically acclaimed books such as The Intelligent Asset Allocator , The Four Pillars of Investing , If You Can: How Millennials Can Get Rich Slowly , and his latest, The De...
Mar 10, 2021•40 min•Ep. 100
Our guest on the podcast today is financial advisor Meg Bartelt. She started Flow Financial Planning, a fee-only practice, geared toward providing financial guidance for women in the technology sector in 2016. Prior to starting Flow Financial, Meg worked for a fee-only Registered Investment Advisor in Virginia and was a technical writer for 10 years in the San Francisco Bay Area. She received her master's degree in financial planning from Golden Gate University, and her Bachelor of Arts in econo...
Mar 03, 2021•51 min•Ep. 99
Our guest this week is Hamish Douglass. He is the co-founder, chairman, and chief investment officer of Magellan Financial Group, a roughly $80 billion asset-management firm with headquarters in Sydney. Among his duties, Douglass is lead manager of the Magellan Global Equity strategy, which is a concentrated portfolio of high-quality growth stocks. That strategy has been very successful since its July 2007 inception, handily beating its benchmark, the MSCI World Index, with significantly less ri...
Feb 24, 2021•50 min•Ep. 98
Our guest today is Russ Kinnel. Russ is director of manager research for Morningstar Research Services and the longtime editor of the Morningstar FundInvestor newsletter. As part of his duties, Russ chairs the North America ratings committee that oversees and approves the Morningstar Analyst Ratings that Morningstar's manager research analysts assign to the funds they cover. A mainstay of our research efforts for years, Russ has authored a number of well-known and widely cited studies, includin...
Feb 17, 2021•49 min•Ep. 97
Our guest on the podcast today is The New York Times financial columnist and author Ron Lieber. His latest book is called The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make . He is also the author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money and coauthor of Taking Time Off: Inspiring Stories of Students Who Enjoyed Successful Breaks From College and How You Can Plan Your Own . Ron has...
Feb 10, 2021•45 min•Ep. 96
Background Bio T. Rowe Price Capital Appreciation “ Morningstar Announces 2012 Fund Manager of the Year Award Winners ,” by Scott Burns, Morningstar.com, Jan. 3, 2013. “ Announcing Morningstar’s 2017 U.S. Fund Managers of the Year ,” by Laura Pavlenko Lutton, Morningstar.com, Jan. 28, 2018 “ This Fund Manager Is Among the Greats ,” by Leo Acheson, Morningstar.com, Dec. 2, 2020. Outlook/Forecast “ 2021 Global Market Outlook: Managing to the Other Side ,” by David Giroux, Justin Thomson, and Mark ...
Feb 03, 2021•56 min•Ep. 95
Our guest this week is Gerard O'Reilly. Gerard is co-CEO and chief investment officer of Dimensional Fund Advisors, an asset manager headquartered in Austin, Texas, that manages more than $600 billion using a systematic investing approach. In his role, Gerard works with his co-CEO, Dave Butler, to set the firm's vision and strategy while also overseeing its investment processes. Prior to assuming his current post, Gerard was Dimensional's head of research. In addition to serving as a Dimensional...
Jan 27, 2021•56 min•Ep. 94
Our guest on the podcast today is George Kinder. He founded the Kinder Life Institute, which trains financial professionals in the field of what's called Life Planning after a 30-year career as a practicing financial planner and tax advisor. George is also the author of several books dedicated to teaching advisors about life planning: The Seven Stages of Money Maturity , Lighting the Torch , and Life Planning for You . He was the first winner of the Financial Planning Association's Heart of Fina...
Jan 20, 2021•43 min•Ep. 93
Our guest on the podcast today is Steve Chen. Steve is the founder and CEO of NewRetirement.com, which he describes as a TurboTax for financial planning. NewRetirement advisors also offer one-on-one financial advice and coaching with certified financial planners. Prior to founding NewRetirement, Steve founded venture-backed companies in education and financial services and worked as a consultant at firms including Charles Schwab, Fidelity, and Dimensional Fund Advisors. He also hosts the NewReti...
Jan 13, 2021•47 min•Ep. 92
Our guest on the podcast is Liz Ann Sonders, who is senior vice president and chief investment strategist at Charles Schwab. In her role, Sonders is responsible for conducting market and economic analysis, which she and her team publish in a variety of forms. She also regularly appears in the financial media and was recently named to the Barron's "100 Most Influential Women in Finance" list. Sonders joined Schwab in 2000, when the firm acquired her prior employer, U.S. Trust. Before that, she wa...
Jan 06, 2021•52 min•Ep. 91
Hear some of favorite clips from conversations we had in 2020 with portfolio managers and investors in this week's episode. Here are the complete episodes that are referenced in this week’s episode. Mohamed El-Erian: 'We Did Not Prepare for Something As Severe As What We’re Facing’ Rick Rieder: Nobody Has Ever Seen Anything Like This Dan Fuss: It's Too Early to Relax Mary Ellen Stanek: Hitting for Singles and Doubles in the Bond Market Jon Stein: 'Free Trading Is Actually Going to Cost You' Burt...
Dec 30, 2020•36 min•Ep. 90
On this week’s episode we’ll feature some of our favorite clips from interviews we’ve done on the topics of financial planning and retirement research. Here are the complete episodes that are referenced in this week’s episode. Michelle Singletary: ‘ You Need Diversity ’ Kerry Hannon: Remote Work Trend Benefits Older Workers Wade Pfau: The 4% Rule Is No Longer Safe Jonathan Guyton: What the Crisis Means for Retirement Planning Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Mary B...
Dec 23, 2020•37 min•Ep. 89
Our guest on the podcast today is personal finance expert, Jean Chatzky. She is the CEO of HerMoney.com and host of the podcast "HerMoney with Jean Chatzky." Jean has served as the financial editor of NBC's TODAY show for the past 25 years and she is also the financial ambassador for AARP. She has written several best-selling personal finance books. Her latest is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve . She ho...
Dec 16, 2020•48 min•Ep. 88
