2018 podcasts

Rick Ferri, host

The Bogleheads on Investing podcasts are hosted by Rick Ferri, CFA, a long-time Boglehead® and investment advisor.

The podcasts are sponsored by the John C. Bogle Center for Financial Literacy. The transcripts are a contribution from members of the Bogleheads community.

2018 podcasts

Four podcasts were produced in 2018. The inaugural podcast, with guest John C. Bogle, was produced on September 14, 2018.

DateInterview guestPodcast linkPodcast transcriptForum discussion
Sept. 14, 2018John C. BogleEpisode 001Episode 001Episode 001
Oct. 5, 2018Dr. David BlitzerEpisode 002Episode 002Episode 002
Nov. 6, 2018Jonathan ClementsEpisode 003Episode 003Episode 003
Dec. 13, 2018Christine BenzEpisode 004Episode 004Episode 004

Additional information

Summary information about each podcast is described below:

Episode 001, John Bogle

Podcast aired September 14, 2018.

John C. Bogle

This fascinating podcast covers 65 years of John C. Bogle‘s life – from the early 1950s as a student at Princeton through today. The discussion includes his role as Wellington’s CEO, the formation of Vanguard and the first index mutual fund. These true stories are told by Jack Bogle himself from his newest book “Stay the Course” to be published in November 2018 by Wiley.

Episode 002, David Blitzer

Podcast aired October 5, 2018.

David Blitzer

Episode 2 of Bogleheads on Investing features an insightful interview with Dr. David Blitzer, Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) with overall responsibility for index security selection, as well as index analysis and management. In this episode, Dr. Blitzer discusses how S&P and Dow Jones came together under one name to become S&P Dow Jones Indices. He talks about the way securities are selected for the Dow Jones Industrial Average and S&P 500, and how stocks are categorized based on Global Industry Classification Standard (GICS).

Episode 003, Jonathan Clements

Podcast aired November 1, 2018.

Jonathan Clements

Jonathan Clements is the founder and editor of HumbleDollar. During Jonathan’s long career as a financial writer he has worked for Euromoney, Forbes, and The Wall Street Journal. He is also the author of eight personal finance books, his latest being From Here to Financial Happiness. This interview dives into Jonathan’s career, his books, the FIRE movement, how money can buy you happiness, investment fees and why he was an early advocate for low-cost index funds.

Episode 004, Christine Benz

Podcast aired December 13, 2018.

Christine Benz

This information packed podcast with guest Christine Benz, CFP®, Morningstar’s Director of Personal Finance covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in a year when funds lost money, tax loss harvesting and tax gain selling, using a bucket approach “overlay” to better understand how all the pieces of a portfolio work together, caring for elderly parents, advisors and fees, and much more.

Investment adviser, analyst, author and industry consultant

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