Best JB Bryan Podcasts (2024)

1
Neil Shearing: What the Consensus Is Missing About the Current Economy 44:41

2d ago44:41

44:41

Our guest this week is Neil Shearing. Neil is group chief economist at Capital Economics, a London-based research firm. He is also an associate fellow at Chatham House, an International Affairs think tank. In his Capital Economics role, Neil manages a team of economists and is a well-known voice in the investment community. He has served as chief e…

1
Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’ 49:14

9d ago49:14

49:14

Our guest on the podcast today is author and columnist, Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. Prior to joining IBD, Matt was a senior financial writer for Capital Group. He was also a personal finance writer and reporter at USA TODAY for nearly 18 years. Matt is also the author of several books,…

1
Victor Haghani: Lessons From the Missing Billionaires 52:09

17d ago52:09

52:09

Our guest on the podcast today is Victor Haghani. He is the co-author of a new book called The Missing Billionaires: A Guide to Better Financial Decisions. In 2011, Victor founded Elm Wealth, an investment advisory firm for high-net-worth individuals. He started his career at Salomon Brothers in 1984, where he became a managing director in the bond…

1
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’ 51:05

23d ago51:05

51:05

Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor with roughly $300 billion in combined assets under management and advisement. Peter has also written or co-written several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them, The …

1
Bryan Armour: Is Index Investing’s Superpower Unstoppable? 50:44

1M ago50:44

50:44

Our guest this week is our colleague, Bryan Armour, who is director of passive investment strategies research, North America, for Morningstar Research Services. Bryan is also editor of the ETFInvestor newsletter. Before joining Morningstar in 2020, Bryan spent seven years working for Finra, the Financial Industry Regulatory Authority, conducting tr…

1
Anne Lester: You’re Bad at Savings and It’s Not Your Fault 58:03

1M ago58:03

58:03

Our guest on the podcast today is Anne Lester. She’s author of a new book called Your Best Financial Life: Save Smart Now for the Future You Want. Before writing the book, Anne spent 20 years as head of retirement solutions for J.P. Morgan. With AARP, she co-founded The Aspen Leadership Forum on Retirement Savings. In 2020, Anne was recognized for …

1
JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years 52:26

2M ago52:26

52:26

Our guest this week is JB Taylor. JB is CEO of Wasatch Global Investors based in Salt Lake City, Utah, specializing in small-cap stocks. JB is also a portfolio manager on the Wasatch Core Growth Fund, which receives a Morningstar Medalist Rating of Gold. He is a member of the firm’s global research team, and he serves on the firm’s board of directo…

1
Sonali Pier: Don’t Rent Yield 42:22

2M ago42:22

42:22

Our guest this week is Sonali Pier. Sonali is a managing director and portfolio manager at Pimco, a global leader in fixed-income investing based in Newport Beach, California. Sonali is lead manager for the Pimco Diversified Income Fund, which carries a Gold rating from Morningstar, and she comanages a number of other strategies, including Pimco Hi…

1
Marc Freedman: The Case for Encore Careers 51:22

2M ago51:22

51:22

Our guest on the podcast today is Marc Freedman. He is the co-CEO and founder of Encore.org, which is now known as CoGenerate and is geared toward helping people pursue meaningful work later in life. Freedman is also the author of How to Live Forever: The Enduring Power of Connecting the Generations. He co-founded Experience Corps to mobilize peopl…

1
Roger Young: Visualizing Retirement Is So Important 49:44

2M ago49:44

49:44

Our guest on the podcast today is Roger Young. Roger is thought leadership director at T. Rowe Price, where he and his team conduct research on retirement planning and financial planning matters. Roger has been with T. Rowe Price since 2017. Prior to that, he was a financial advisor at Wells Fargo Advisors, and he’s also held a number of corporate …

1
Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’ 46:21

2M ago46:21

46:21

Our guest this week is Justin Leverenz, who is the team leader and senior portfolio manager for the emerging-markets equity team at Invesco. Leverenz joined Invesco when it combined with OppenheimerFunds in 2019. He started managing the strategy now known as Invesco Developing Markets in May 2007, having joined Oppenheimer as a research analyst in …

1
Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management 55:13

3M ago55:13

55:13

Our guests this week are Joel Fried and Al Mordecai of Primecap Management. Primecap is the longtime manager of several Vanguard funds, including Vanguard Primecap, as well as the Primecap Odyssey family of funds. This year, Vanguard Primecap will celebrate its 40th anniversary as a mutual fund. Over its life, Vanguard Primecap has handily topped t…

1
Jody Jonsson: The Case for a Global Portfolio 51:37

3M ago51:37

51:37

Our guest this week on The Long View is Jody Jonsson. Jody is a 33-year veteran of Capital Group, a Los Angeles-based investment manager, where she is vice chair. Since 2005, Jody has been a portfolio manager on American Funds New Perspective, a global equity strategy, for which she has been honored with various Morningstar awards over the years. S…

1
TAX GUIDEBOOK for Tax Season 2024 1:31:42

3M ago1:31:42

1:31:42

PODCAST: JB Bryan's TAX GUIDEBOOK for Tax Season 2024. Check out how your tax filing may look different this tax year and what you can do to prepare. To get the 2024 Downloadable Tax Guide call 1-844-JBBRYAN. www.AfroEconomics.com Email: JB@JBBRYAN.COMBy JB bryan

1
Howard Gleckman: We Pretend This Isn’t a Problem 54:16

3M ago54:16

54:16

Our guest on the podcast today is Howard Gleckman. He is the author of a book called Caring for Our Parents and an expert on the topic of aging and caregiving. Howard is also a senior fellow at the Urban Institute where he is affiliated with the Tax Policy Center and the Program on Retirement Policy. He also writes a tax and budget policy blog call…

1
Best of The Long View: Investing 49:35

3M ago49:35

49:35

On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with portfolio managers and other investment specialists over the past year. It’s the companion to last week’s “Best Of” episode, in which Christine compiled some of her favorite moments from conversations we’ve had with financial planners, advisors, and ret…

1
Money & Integrity: 2024 1:06:58

3M ago1:06:58

1:06:58

PODCAST - NYE - 12/31/2023. Sunday at Sunrise for " NYE: The best is yet to come". Inspired by Philippians 1:6 that says, I am sure of this, that he who began a good work in you will bring it to completion. AfroEconomics Principle 5 (Gye Nyame) Integrity. Visit www.AfroEconomics.com ...... #JBBRYAN #Principle5 #AfroEconomics Powered by JB Bryan Fin…

1
Best of the Long View 2023: Financial Planning and Retirement 52:15

4M ago52:15

52:15

On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement researchers over the past year. In next week’s episode, we’ll include some of our favorite excerpts from our interviews with portfolio managers and other investment specialists. The Best-Of Show Notes “Tiffan…

1
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’ 50:35

4M ago50:35

50:35

On the podcast today, we welcome back Jonathan Clements, who was among our first guests when we launched this podcast back in 2019. Jonathan is the founder and editor of HumbleDollar, and he is also the editor of a new book called My Money Journey, which is a compilation of essays from 30 individuals about how they found financial freedom. Jonathan…

1
Tim Steffen: Smart Tax Moves for 2024 and Beyond 54:35

4M ago54:35

54:35

Today on the podcast we welcome back Tim Steffen, who is the director of advanced planning for Baird. In that role, he researches, writes, and speaks about various planning and tax matters, including retirement planning, executive compensation, legislative changes, and overall best practices. Steffen originally joined Baird in 1999, serving in a va…

1
Ben Inker: What Looks Cheap and Dear in Today’s Market 59:01

4M ago59:01

59:01

Our guest this week on The Long View is Ben Inker. Ben is the head of asset allocation at GMO, a Boston-based investment manager famous for its asset-class forecasting. Ben joined GMO in 1992 after completing his bachelor’s in economics from Yale. He’s been an analyst, a portfolio manager, and a CIO, and is a partner and board member for the firm. …

1
Dan Haylett: Retirement Planning = Life Planning 53:42

5M ago53:42

53:42

Our guest on the podcast today is Dan Haylett. Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. Dan focuses on financial planning, retirement planning, and life planning for people over age 50. He also hosts a podcast called The Humans vs. Retirement that is centered on the behavioral aspects of …

1
Mike Moran: Taking the Temperature on Retirement Readiness 54:24

5M ago54:24

54:24

Our guest on the podcast today is Mike Moran, managing director and pension strategist for Goldman Sachs. Mike focuses on areas such as plan-funded status, contribution activity, and asset allocation for both defined-benefit and defined-contribution plans. He also works directly with plan sponsors on issues specific to their retirement plans. Mike …

1
Tiffany Aliche: Helping People ‘Move Past the Shame’ 53:47

5M ago53:47

53:47

Our guest on the podcast today is Tiffany Aliche, also known as “The Budgetnista.” She is the author of The New York Times bestseller Get Good With Money, and she also has a new book called Made Whole: The Practical Guide to Reaching Your Financial Goals. Through her Live Richer movement, she has helped more than 2 million women save, manage, and p…

1
John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today? 57:23

5M ago57:23

57:23

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guests on the podcast today are Amy Arnott and John Rekenthaler. Amy and John are two of the co-authors, along with me, of some recently released Morningstar research on retirement spending rates. The paper is called The S…

1
Scott Burns: The Case for a Simple Retirement Plan 51:14

5M ago51:14

51:14

Our guest on the podcast today is syndicated personal finance columnist and author Scott Burns. Burns began his career as a newspaper columnist in The Boston Herald in 1977, where he was also the financial editor. In 1985, he joined the staff of The Dallas Morning News, where his column became one of the most widely read features in the paper. Alon…

1
JL Collins: Spotlighting the Many Paths to Financial Independence 54:26

6M ago54:26

54:26

Our guest on the podcast today is author and blogger JL Collins. He blogs about financial independence and other matters at jlcollinsnh.com. JL’s first book, The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life, was published in 2016 and has become something of a bible for people in the financial independence mov…

1
Nizar Tarhuni: The State of Private Markets and Venture Capital Investing 53:26

6M ago53:26

53:26

Nizar Tarhuni heads up research for PitchBook, which is a Morningstar affiliate. PitchBook is a premier provider of data on public and private markets. We’re going to focus a little bit more on private markets today because this topic is aligned with what we’ve been talking about recently at Morningstar relating to the evolving investor. The concep…

1
Jeffrey Kleintop: What to Make of ‘the Cardboard Box Recession’ 52:53

6M ago52:53

52:53

Our guest this week is Jeffrey Kleintop. Jeffrey is managing director, chief global investment strategist for Charles Schwab & Co. In his role, Jeffrey analyzes and comments on international markets, trends, and events. You can find Jeffrey’s commentary on social media at @JeffreyKleintop, as well as on Schwab’s site, where a full library of his co…

1
Dr. Anita Mukherjee: Exploring the Link Between Wealth, Longevity, and Quality of Life 48:22

6M ago48:22

48:22

Our guest on the podcast today is Dr. Anita Mukherjee, associate professor in Risk and Insurance at the Wisconsin School of Business at the University of Wisconsin at Madison. Professor Mukherjee conducts research on public policy related to prisons and the opioid crisis, as well as household finance, retirement, and aging. Professor Mukherjee join…

1
David Giroux: ‘I Want to Look Forward, Not Backward’ 54:49

7M ago54:49

54:49

Our guest this week is David Giroux. This is his second appearance on The Long View. We first spoke to him in February 2021 and are pleased to welcome him back. Giroux is head of investment strategy and chief investment officer for T. Rowe Price Investment Management. He is best known as the longtime lead manager of T. Rowe Price Capital Appreciati…

1
Michael Santoli: Decoding ‘an Indecisive Market’ 51:52

7M ago51:52

51:52

Our guest this week is Michael Santoli. This is Michael’s second appearance on The Long View, his first coming in August 2021. Michael is senior markets commentator at CNBC, which he joined in 2015. Prior to that, Michael was a senior columnist at Yahoo Finance, where he wrote analysis and commentary on the market and economy. That followed a long …

1
Martin Lau: Revisiting the Case for Investing in Chinese Stocks 53:22

7M ago53:22

53:22

Our guest this week is Martin Lau. This is his second appearance on The Long View, the first being in August 2021. Lau is a managing partner of FSSA Investment Managers, part of First Sentier Investors. He has been at the firm since 2002 and is the lead fund manager of various FSSA strategies, including FSSA Asian Equity Plus, FSSA China Growth, an…

1
Kelli Hueler: Confronting ‘the Next Big Risk’ for Retirement 53:33

7M ago53:33

53:33

Our guest on the podcast today is Kelli Hueler. Kelli is the CEO and founder of Hueler Companies. Hueler’s Income Solutions platform has been delivering lifetime income annuity products to the institutional marketplace since 2004. In addition, Hueler developed a database of stable-value fund analytics and reporting. It sold that database to Morning…

1
Cindy Haddad: Financial Planning for People with Disabilities 59:23

8M ago59:23

59:23

Our guest on the podcast today is Cynthia Haddad, an expert on financial planning for people with disabilities and their families. Cindy co-founded Affinia Financial Group, which was just acquired by Sequoia Financial Group. Cindy is now senior vice president and wealth advisor for Sequoia’s special needs planning practice. She is also co-author of…

1
Katie Nixon: Bringing a Blurry Market Into Focus 48:48

8M ago48:48

48:48

Our guest this week is Katie Nixon. Katie is an executive vice president and chief investment officer for the wealth management business at Northern Trust. Katie’s responsibilities include investment policy development, and she directs the investment management activities of Northern Trust portfolio managers across the firm’s wealth management offi…

1
Rick Rieder: Explaining the ‘Polyurethane’ U.S. Economy 49:36

8M ago49:36

49:36

Our guest this week is Rick Rieder. This is Rick’s second appearance on The Long View. We last interviewed him in May 2020, and we are happy to welcome him back. Rick is BlackRock’s chief investment officer of Global Fixed Income, head of the Fundamental Fixed Income Business, and head of the Global Allocation Investment Team. Rick also is a member…

1
GET DEBT FREEDOM: Break Every Chain 1:45:13

8M ago1:45:13

1:45:13

Investment Advisor JB Bryan shares DEBT FREEDOM tips during her AfroEconomics LIVE program each Wednesday Night at 8 PM a different FINANCIAL topic. Check out the videos at www.AfroEconomics.com Members information available at 1-844-JBBRYAN (522-7926). www.JBBRYAN.comBy JB Bryan

1
Bill Nygren: The State of Value Investing Today 1:02:32

8M ago1:02:32

1:02:32

Our guest this week is Bill Nygren. Bill was one of our earliest guests on The Long View, appearing for the first time back in August 2019. Bill is a partner at Harris Associates, which he joined in 1983. There he serves as the firm’s chief investment officer for U.S. Equities and is also the longtime manager of several Oakmark funds, including the…

1
Manisha Thakor: Finding Your Enough 51:44

9M ago51:44

51:44

Today on the podcast, we welcome back author and financial educator, Manisha Thakor. Manisha’s new book is called MoneyZen: The Secret to Finding Your “Enough.” She is also the founder of MoneyZen, a financial education consultancy. In addition to her latest book, Manisha is the co-author of two books with Sharon Kedar: On My Own Two Feet, publishe…

1
Ilyce Glink: The State of Real Estate Today 53:01

9M ago53:01

53:01

On the podcast today, we welcome back real estate expert and author Ilyce Glink. Ilyce writes a nationally syndicated column on real estate matters, and she has written more than a dozen books on real estate and homebuying, including 100 Questions Every First-Time Home Buyer Should Ask, which is now in its fourth edition. She is also a regular cont…

1
"Measure once, Cut Twice" [ Die of Laughter Ep. 20 ] 2:00:50

9M ago2:00:50

2:00:50

Mount Elty is so full of trouble, she's about to bust - and the wicked Sorceress Beatrix plans to make it happen! After stealing something from the caravan...a cool and curvy "S" of a thing...it appears she may have the upper hand on our would-be-hero's. Cutting off some dead weight might be the move, but it's easier said than done when life has yo…

1
Joel Dickson: How America Saves 58:15

9M ago58:15

58:15

Our guest on the podcast today is Joel Dickson, global head of enterprise advice methodology for Vanguard. Joel oversees all investment methodology development for Vanguard’s advice programs, including Vanguard Personal Advisor and Vanguard Digital Advisor. Joel has worked at Vanguard for more than 25 years in a number of investment-related roles. …

1
Dave Sekera: Taking the Market’s Temperature 48:16

9M ago48:16

48:16

Our guest this week is Dave Sekera. Dave is chief U.S. market strategist for Morningstar Research Services. In his role, Dave publishes research and commentary on the state of the markets and is a leading voice on Morningstar.com and other platforms. Before assuming his current role, Dave was a managing director for DBRS Morningstar. Prior to joini…

1
Ｂｉｇ-headed Problems, ₛₘₐₗₗ-minded Solutions [ Die of Laughter Ep. 19 ] 2:14:16

9M ago2:14:16

2:14:16

It's time to kick ass and chew bubblegum, but don't worry - Hugh still has a ton of gum, and he's feeding it to his newfound Beetleman friend (and definitely not just to see if his mouth is real). Adventure is abound as our party continues creeping after Cleptolocus, deeper into the under-mountain temple of the Great Druid. Curses are caught, and e…

1
Bill Bernstein: Revisiting The Four Pillars of Investing 46:25

9M ago46:25

46:25

On today’s episode of The Long View podcast, we welcome back William Bernstein. This is Bill’s third appearance on the podcast. In fact, he was our very first guest back when we started The Long View in 2019. Bill is a neurologist turned investment advisor. He is also the author of several books, including The Intelligent Asset Allocator, The Four …

1
Andrew Lo: Finding the Perfect Portfolio--a ‘Never-Ending Journey’ 50:37

10M ago50:37

50:37

Hi everyone. We’re taking the week off for the 4th of July holiday, but we wanted to use this week’s episode to honor Nobel Prize-winning economist Harry Markowitz, who recently passed away at the age of 95. Professor Markowitz is a giant of finance, someone who put diversification and Modern Portfolio Theory on the map, with his research transform…

1
Frederick Douglas: Freedom is Essential 6:36

10M ago6:36

6:36

This is a speech by Frederick Douglas as he boldly fought for the freedom of slaves in the 1850s. The title: What to the American slave is Your 4th of July? Douglas shared "I say it with a sad sense of the disparity between us. I am not included within the pale of glorious anniversary! Your high independence only reveals the immeasurable distance b…

1
Progress is Relative. 17:09

10M ago17:09

17:09

When we stop comparing ourselves to others we are given the opportunity to focus on your progress. Check out these tips on the importance of positive choices and accountability.By JB Bryan

1
Eric Weigel and Fritz Gilbert: Uncovering Blind Spots in Retirement Planning 53:51

10M ago53:51

53:51

Our guests on the podcast today are Eric Weigel and Fritz Gilbert. Fritz is a repeat guest on The Long View. He writes the popular Retirement Manifesto blog, and he also wrote a book about retirement called Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years. Eric Weigel is the founder of a retirement coachi…

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JB Bryan Podcasts

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