Ted Aronson of AJO Partners joins us for a candid discussion about Vanguard’s plans to bring private equity to the masses and their addition of actively managed funds to their Personal Advisor Services (PAS) program. We begin with a tribute…

Our September 2021 podcast interviews Gerry O’Reilly, the manager of the $1.3 trillion Vanguard Total Stock Market Index Fund and ETF, and Rich Power, the Head of ETF and Index Product Management at Vanguard. In this fascinating interview, we go…

Lisa Bragança, JD, MBA, is a former Branch Chief in the Division of Enforcement of the Chicago Office of the Securities & Exchange Commission. She handled investigations of accounting fraud, Ponzi schemes, insider trading, churning, and unsuitable investments. Today, Lisa…

Our June guest is Jason Hsu, Ph.D., one of the world’s top thought leaders on factor investing and the co-creator of the fundamental indexing™ methodology. We discuss his academic and professional careers, value investing, efficient markets, active management in the…

Transcript Our May guest is Jeff Ptak, CFA, the global head of manager research at Morningstar Research Services, LLC, and past president & chief investment officer of Morningstar Investment Services. He also Co-hosts Morningstar’s “The Long View” podcast with Christen Benz.…

Transcript Talking taxes with Phil Demuth, Ph.D. Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of nine personal finance books, most co-authored with his pal, economist Ben Stein. Phil has written for the Wall Street…

Transcript Jamie Catherwood is a financial historian and the publisher of the website Investor Amnesia. He received a history degree from King’s College London in 2017 before joining O’Shaughnessy Asset Management, a quantitative investment firm based out of Stamford, Connecticut.…

Transcript Our February Bogleheads on Investing Podcast guest is Sarah Newcomb, Ph.D., a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar’s financial management applications and tools. Sarah has expertise in…

Transcript Frazer Rice is an attorney, asset manager, and author of Wealth, Actually. He specializes in helping ultra-high net worth clients and family offices (yes, the 1 percenters) manage their net worth. We’ll take a deep-dive into estate planning issues,…