2020 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.

2020 podcasts

The 2020 Bogleheads on Investing podcasts continue to find a receptive audience, as the podcast series has tallied, since its 2018 inception, over 487,000 downloads.

DateInterview guestPodcast linkPodcast transcriptForum discussion
Jan. 1, 2020Dr. Joe DavisEpisode 17Episode 17Episode 17
Feb. 1, 2020Paul MerrimanEpisode 18Episode 18Episode 18
Mar. 5, 2020Dr. Jim DahleEpisode 19Episode 19Episode 19
April 1, 2020Jeff Levine, CPAEpisode 20Episode 20Episode 20
May 1, 2020Larry SiegelEpisode 21Episode 21Episode 21
June 1, 2020Ed YardeniEpisode 22Episode 22Episode 22
July 3, 2020Dr. Burton MalkielEpisode 23Episode 23Episode 23
Jul. 31, 2020Dr. Wade PfauEpisode 24Episode 24Episode 24
Aug. 30, 2020Don PhillipsEpisode 25Episode 25Episode 25
Sep. 29, 2020Morgan HouselEpisode 26Episode 26Episode 26
Oct. 30, 2020Cliff Asness Episode 27Episode 27Episode 27
Nov. 29, 2020Roger Lowenstein Episode 28 Episode 28 Episode 28

Additional information

Podcast summaries are available below:

Episode 017, Joe Davis

Podcast aired January 1, 2020.

Dr. Joe Davis

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 discussion centers on a new report, Vanguard economic and market outlook for 2020: The new age of uncertainty, published by the Vanguard Global Economics and Capital Markets Outlook Team.

Episode 018, Paul Merriman

Podcast aired February 1, 2020.

Paul Merriman

We are pleased to announce our February 2020 Bogleheads on Investing guest: Paul Merriman.

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.

Episode 019, Dr. Jim Dahle

Podcast aired March 5, 2020.

Dr. Jim Dahle

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 website in the world.

Jim published The White Coat Investor, A Doctor’s Guide to Personal Finance and Investing in 2014, and recently published The White Coat Investor’s Financial Boot Camp: A 12-Step High-Yield Guide to Bring Your Finances Up to Speed.

Episode 020, Jeffrey Levine

Podcast aired April 1, 2020.

Jeffrey Levine

Jeff Levine CPA/PFS, CFP is our guest for this special Bolgleheads on Investing podcast. In this packed one-hour episode, we cover the CARES Act, SECURE Act, the new moral hazard in the rental real estate market, tax-loss harvesting, and tax-swapping. You’ll want to listen to it all – straight through to the end.

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.

Episode 021, Larry Siegel

Podcast aired May 1, 2020.

Larry Siegel

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 discuss Larry’s new book, Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance. This important book for our time chronicles how the world has become a much better place to live and why optimism is abundantly justified today, even in this time of societal stress and economic uncertainty resulting from the COVID-19 pandemic.

Episode 022, Ed Yardeni

Podcast aired June 1, 2020

Ed Yardeni

Dr. Ed Yardeni is a legendary Wall Street economist and investment strategist. We will be discussing his new book, Fed Watching for Fun & Profit (free on Kindle), and his insights and lessons learned forecasting the economy and financial markets over the past 40 years.

Dr. Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City. He was also the Chief Economist of CJ Lawrence, Prudential-Bache Securities, and EF Hutton. He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He also held positions at the Federal Reserve Board of Governors and the US Treasury Department in Washington, D.C.

Episode 023, Dr. Burton Malkiel

Podcast aired on July 3, 2020

Dr. Burton Malkiel

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 thought leaders of that lead to the creation of index funds. 

Dr. Malkiel served as a member of the Council of Economic Advisers (1975–1977), president of the American Finance Association (1978), and dean of the Yale School of Management (1981–1988). He also spent 28 years as a director of the Vanguard Group. He currently serves as Chief Investment Officer for Wealthfront Inc. a software-based financial advisor, and as a member of the Investment Committee Member for IRA Rebalance, an investment advisory firm. 

We discuss the evolution of Vanguard and index investing, along with several other topics including dividend-paying stocks, factor investing, sustainable withdrawal rates in retirement, risk-parity investing, ESG, and much more.

Episode 024, Dr. Wade Pfau

Podcast aired on July 31, 2020

Dr. Wade Pfau

Wade D. Pfau, Ph.D., CFA will be my next guest on the Bogleheads on Investing podcast.

Dr. Pfau is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher. He has written three books on retirement planning and personal finance.

Episode 025, Don Phillips

Don Phillips

Podcast aired on August 30, 2020

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 standards.

Investment Advisor magazine named him as one of the most influential people in the financial industry in 2006, and Financial Planning magazine named Phillips one of the planning industry’s “Movers & Shakers” in 2003. Don holds a bachelor’s degree in English from the University of Texas and a master’s degree in American literature from the University of Chicago.

Episode 026, Morgan Housel

Podcast aired on September 29, 2020

Morgan Housel

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. 

Episode 027, Cliff Asness

Podcast aired on October 30, 2020

Cliff Asness

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 Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance, and The Journal of Financial Economics

Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years.

Episode 028, Roger Lowenstein

Podcast aired on November 29, 2020

Roger Lowenstein

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.

Investment adviser, analyst, author and industry consultant

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