2019 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.

2019 podcasts

The 2019 year marked the first full calendar year of Bogleheads on Investing podcasts . At year’s end the podcast series tallied over 215,000 downloads.

DateInterview guestPodcast linkPodcast transcriptForum discussion
Jan. 7, 2019Gus SauterEpisode 5Episode 5Episode 5
Feb. 5, 2019Dan EganEpisode 6Episode 6Episode 6
Mar. 6, 2019Mike PiperEpisode 7Episode 7Episode 7
April 5, 2019Allan RothEpisode 8Episode 8Episode 8
May 11, 2019Dr. Wesley GrayEpisode 9Episode 9Episode 9
June 6, 2019Deborah Fuhr & Robin PowellEpisode 10Episode 10Episode 10
July 7, 2019Mel LindauerEpisode 11Episode 11Episode 11
Aug. 2, 2019Larry SwedroeEpisode 12Episode 12Episode 12
Sept. 5, 2019William BernsteinEpisode 13Episode 13Episode 13
Oct. 9, 2019Chris MamulaEpisode 14Episode 14Episode 14
Nov. 7, 2019 Eric Balchunus Episode 15Episode 15Episode 15
Dec. 8, 2019 Sheryl Garrett Episode 16 Episode 16 Episode 16

Additional information

Podcast summaries are available below:

Episode 005, Gus Sauter

Podcast aired January 7, 2019.

Gus Sauter

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 Economics from the Dartmouth College.

Episode 006, Dan Egan

Podcast aired February 5, 2019.

Dan Egan

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 London School of Economics and a BA (Distinction) in Economics from Boston University.

Episode 007, Mike Piper

Podcast aired March 6, 2019.

Mike Piper

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 time on his new website Open Social Security and specifically with one of the best online Social Security calculators available – and it’s FREE to use!

Episode 008, Allan Roth

Podcast aired April 5, 2019.

Allan Roth

Allan Roth is our 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 investment advice and including the pros and cons of hiring an adviser, various ways to pay an adviser, and do-it-yourself investing.

Episode 009, Dr. Wesley Gray

Podcast aired May 11, 2019.

Dr. Wesley Gray

Dr. Wesley R. “Wes” Gray is our 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. Dr. Gray has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). His research-intensive asset management firm focuses on high-conviction value and momentum factor exposure.

Episode 010, Debbie Fuhr and Robin Powell

Podcast aired June 6, 2019.

Deborah Fuhr

Debbie Fuhr and Robin Powell are our 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.

Robin Powell

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 advocate, consultant to progressive financial advisers and asset managers in the UK and US, and the founder of The Evidence-Based Investor website.

Episode 011, Mel Lindauer

Podcast aired July 7, 2019.

Mel Lindauer

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 served as the voluntary president of the Center from 2012 through 2019. Mel was elected to the Daytona Beach Shores city council and was sworn in on November 15, 2016

Episode 012, Larry Swedroe

Podcast aired August 2, 2019.

Larry Swedroe

Larry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth, a 17 billion dollar wealth management company headquartered in St. Louis, MS. 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 second edition. He has since authored sixteen more books.

Episode 013, William Bernstein

Podcast aired September 5, 2019.

William Bernstein

Dr. William (Bill) Bernstein is a medical doctor, author, investment advisor, 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,  a history of the world’s standard of living, and A Splendid Exchange: How Trade Shaped the World, a history of world trade.

Episode 014, Chris Mamula

Podcast aired October 9, 2019.

Chris Mamula

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 professional life, Chris educated himself on investing and tax planning. Now he draws on his experience to write about wealth building, DIY investing, financial planning, early retirement, and lifestyle design. Chris’ writing have been featured in MarketWatch, Doughroller, Business Insider and RockStar Finance.

Episode 015, Eric Balchunus

Podcast aired November 7, 2019.

Eric Balchunus

Our guest Eric Balchunas is the Senior ETF Analyst, Bloomberg Intelligence. In this role, he writes research, articles and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. 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.

He is author of the book “The Institutional ETF Toolbox,” which was published by Wiley. The book is at once a primer on ETFs that both novices and professionals can understand as well as a guide to doing proper due diligence on the fast-growing world of ETFs.

Episode 016, Sheryl Garrett

Podcast aired December 8, 2019.

Sheryl Garrett

Our guest in December, Sheryl Garrett, CFP, is the founder of the Garrett Planning Network, a nationwide network of more than 300 hourly based financial advisors whose mission is to help make competent, objective financial advice accessible to all people.

Garrett 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 very involved in financial education and awareness and investor protection. This episode will focus on the financial advice business.

Investment adviser, analyst, author and industry consultant

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