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…
The Bogle Center for Financial Literacy has downloaded the Bogleheads on Investing Podcast files so that you can now listen to the podcasts here on the Center’s site. The embedded podcasts appear in the episode announcements we make on our…
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,…
Transcript Our December Bogleheads on Investing Podcast guest is Roger Lowenstein. Roger 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…
Transcript Our next Bogleheads on Investing podcast guest is AQR Managing and Founding Principal Cliff Asness. Cliff completed his PhD in finance at the University of Chicago in 1994 under Gene Fama—who was also Asness’ mentor. Cliff’s doctoral dissertation was…
Transcript Morgan Housel, our October guest, 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…
Transcript Don Phillips is a managing director of Morningstar, Inc., responsible for corporate strategy, research, and corporate communications. He joined Morningstar in 1986 as the company’s first mutual fund analyst and soon became editor of its flagship publication, Morningstar Mutual…
