Bogleheads® Live Episode 02: Rick Ferri, CFA on asset allocation

  • Bogleheads® Live Episode 02, podcast produced April 25, 2022. A transcript of this podcast is available at the Bogleheads® Live site.

Rick Ferri, guest
Jon Luskin, host

The John C. Bogle Center for Financial Literacy is pleased to sponsor the second Bogleheads® Live, a Twitter Spaces meeting project.

In this meeting, “Rick Ferri, CFA on asset allocation,” Rick fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more.

Investment adviser, analyst, author and industry consultant

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