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 over 335,000 downloads.

DateInterview guestPodcast linkPodcast transcriptForum discussion
Jan. 1, 2020Dr. Joe DavisEpisode 17Episode 17Episode 17
Feb. 1, 2020
Paul Merriman
Episode 18Episode 18Episode 18
Mar. 5, 2020Dr. Jim DahleEpisode 19Episode 19
Episode 19
April 1, 2020Jeff Levine, CPAEpisode 20Episode 20Episode 20
May 1, 2020Larry SiegelEpisode 21Episode 21Episode 21
June 2020Ed YardeniEpisode 22Episode 22Episode 22
July 2020Episode 23Episode 23Episode 23
Aug. 2020Episode 24Episode 24Episode 24
Sept. 2020Episode 25Episode 25Episode 25
Oct. 2020Episode 26Episode 26Episode 26
Nov. 2020 Episode 27Episode 27Episode 27
Dec. 2020 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 xx, 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.

Investment adviser, analyst, author and industry consultant

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