Blog Archives

Bogleheads on Investing- Episode 038 transcript

In this episode of Bogleheads on Investing, Ted Aronson of AJO Partners engages in 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 Service (PAS)

Tagged with:
Posted in Bogleheads on Investing

Bogleheads on Investing- Episode 037 transcript

Gerry O’Reilly is the manager of the $1.3 trillion Vanguard Total Stock Market Index Fund and ETF, and Rich Powers is the Head of ETF and Index Product Management at Vanguard. In this fascinating interview, we go behind the scenes

Tagged with:
Posted in Bogleheads on Investing

Bogleheads on Investing- Episode 036 transcript

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

Tagged with:
Posted in Bogleheads on Investing

Bogleheads on Investing- Episode 035 transcript

Ron Lieber is an award-winning New York Times “Your Money” columnist and the author of a new book, “The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make.” Ron is

Tagged with:
Posted in Bogleheads on Investing

Bogleheads on Investing- Episode 034 transcript

Jason Hsu, Ph.D., is 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 US and in

Tagged with:
Posted in Bogleheads on Investing

Bogleheads on Investing- Episode 033 transcript

Jeff Ptak, CFA, is 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. Jeff has deep knowledge

Tagged with:
Posted in Bogleheads on Investing

Bogleheads on Investing- Episode 032 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 Journal,

Tagged with:
Posted in Bogleheads on Investing

Bogleheads on Investing- Episode 031 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. Jamie

Tagged with:
Posted in Bogleheads on Investing

Bogleheads on Investing- Episode 030 transcript

Sarah Newcomb, Ph.D., is 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 consumer psychology, economic decision-making, personal money management, and

Tagged with:
Posted in Bogleheads on Investing

Bogleheads on Investing- Episode 29 transcript

Frazer Rice is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, host of the “Wealth, Actually” podcast, creator of the “Wealth, Actually” blog, and a Northeast Regional Director for Pendleton Square Trust Company. Frazer is an attorney and

Tagged with:
Posted in Bogleheads on Investing
Archives
Categories
Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 306 other subscribers