Best Jeff Ptak podcasts we could find (Updated July 2019)
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T
The Long View
Daily+
 
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
 
Robin Powell is a journalist and broadcaster, campaigning for positive change in the investing industry. Each week, Robin speaks to genuine experts in the field to find out the truth about investing. This podcast is brought to you by Regis Media, a specialist provider of content marketing to advisory firms around the world.
 
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Background Information Sheryl Garrett bio Garrett Planning Network Books by Sheryl Garrett Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits by Sheryl Garrett Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions by Sheryl Garrett and Marie Swift Personal Finance ...…
 
Background Grantham, Mayo, Van Otterloo & Co. Behavioural Investing: A Practitioner's Guide to Applying Behavioural Finance by James Montier Value Investing: Tools and Techniques for Intelligent Investment by James Montier The Little Book of Behavioral Investing: How Not to Be Your Own Worst Enemy by James Montier GMO's research library Montier ...…
 
Introduction and Background Rick Ferri's bio Ferri's philosophy Ferri Investment Solutions Ferri's books Ferri's Forbes column "Bogleheads on Investing" podcast hosted by Rick Ferri "Ferri: 3 Keys to a Successful Investment Strategy," Morningstar.com video "The conversation about asset allocation comes later, and the conversation about investme ...…
 
Introduction and Background Ritholtz Wealth Management Josh Brown bio The Reformed Broker Josh Brown @reformedbroker Backstage Wall Street: An Insider’s Guide to Knowing Who to Trust, Who to Run From, and How to Maximize Your Investments by Josh Brown BrightScope Brown's appearance on Showtime's Billions Origin Story "A personal crisis." Josh d ...…
 
Background (0:18-0:57) • Harold Evensky bio • Evensky & Katz/Foldes Financial • Personal Financial Planning Department, Texas Tech University • Financial Planning Standards Board Council (formerly known as "International CFP Council") • [CFP Board of Directors](formerly "Board of Governors") • CFP Council on Examinations (formerly "Board of Exa ...…
 
Background and Professional Development Szapiro's trajectory into policy research: "It was this arcane language that I wanted to understand." (1:15-2:39) • 10 Millennials Making Their Mark on Washington and Beyond Policy Research What policy means at Morningstar and for investors: "Policy really drives and dictates a lot of what ends up happeni ...…
 
Background and Professional Development Michael’s formative years: “The only thing I really think I figured out by the end of college was…that I didn’t want to do psychology, theater, or medicine” (0:59-2:51) • Michael’s bio https://www.pinnacleadvisory.com/team/mkitces/?nabe=6040736886947840:1 • Pinnacle Advisory Group https://www.pinnacleadvi ...…
 
The quest for real advice: How a “math nerd” found her way to medicine and eventually sought financial advice (1:12-3:32) Frustrated: How disappointing experiences with financial advisors spurred Carolyn to pursue a career in financial planning (3:33-4:56) “It worked beautifully”: Why Carolyn decided to charge flat fees for her planning service ...…
 
“It’s the core of Vanguard”: What stewardship and investor-centricity has meant to the firm (1:58) Defining “client”: How Vanguard balances off the objectives of its different lines of business (2:51) Incredible scale can’t be taken for granted: Is it enough to just be a fund company? (4:22) Gazing into our crystal ball: What Vanguard looks lik ...…
 
The accidental writer: Morgan’s background and how he came to write about financial topics (0:55-3:04) “The ability to write a check is no longer a competitive advantage”: What Collaborative Fund does, why Morgan was drawn to it, and the role content plays in its strategy (3:05-5:05) Authorial license: “It’s really important to write what…you y ...…
 
Early influences • The paper-boy years: Don’s early investing influences (1:40) • The magic of mutual funds: “Sir John Templeton is my personal money manager” (2:45) • “I had gotten married”: How an aspiring literature professor became Morningstar’s first mutual-fund analyst (4:00) Building Fund Research • “Dark days”: What it was like in the f ...…
 
The financial adviser and investment writer Rick Ferri, a longstanding friend and admirer of the last Jack Bogle, discusses the great man's legacy.Rick, a former Marine Corps officer and fighter pilot, explains how how Bogle changed his life and how the Bogleheads — an organisation founded to promote the Bogle-s philosophy — continues to go fro ...…
 
• “I had to figure out how to save and invest on my own”: Bill’s crash course into investing and constructing a portfolio (1:29) • Separating the wheat from the chaff: How Bill decides what investing research matters and what doesn’t (4:30) • Top of the list: Books that profoundly influenced Bill’s investment philosophy and approach (5:45) • “T ...…
 
Robin Powell talks to Ben Johnson, Director of Global ETF Research at Morningstar.Ben discusses the development of Morningstar's Active/ Passive Barometer and explains what it tells us.He talks about the importance of cost, the relative merits of ETFs and traditional index funds, and how, in his view, the term "index" has effectively become mea ...…
 
Robin interviews Matt Hall, co-founder of Hill Investment Group, based in St Louis, and PJ McDaniel, Director of Hillfolio, which is an automated investment service the firm has recently launched.Matt and PJ discuss the evolving robo-advice sector and the part that Hillfolio is playing in giving a wider section of the population access to an ev ...…
 
Robin Powell talks to Morningstar's Global Director of Manager Research, Jeff Ptak.Jeff explains Morningstar’s “investors first” philosophy, and how the company has adhered to it through its 35-year history. It’s an important principle, he says, that the “business” side of the operation is kept very separate from the research side.Jeff then goe ...…
 
Robin Powell talks to former active fund manager, Stephanie Griffiths, who used to work as an active fund manager in Toronto, but who decided there's a better and easier way to invest. She quit her job and, after careful research, chose to invest almost all her money in low-cost index funds. She has now written a book, Sit Still and Prosper, wh ...…
 
Dr Moira Somers is a behavioural psychologist with a specialist expertise in procrastination. Here she tells Robin Powell why so many people put off investing for retirement and making important financial decisions. She also discusses how women invest differently to men, why investors need to be more self-compassionate, and why parents could be ...…
 
Dr Tim Edwards from the London office of S&P Dow Jones Indices discusses SPIVA — the S&P Dow Jones Jones Active Versus Index scorecard — and what we can learn from it. He also talks about the growing trend towards self-indexing, as well as recent research he's conducted into momentum investing and equal-weight indices.…
 
Adam Laird from Lyxor ETFs talks about the growing popularity of low-cost investing in the UK and Europe, and the role his company is playing.By The Evidence-Based Investor.
 
Michael Batnick discusses his book "Big Mistakes - The Best Investors and their Worst Moments", live at Ritholtz Wealth Management and EBI West.By The Evidence-Based Investor.
 
Ep 16: Dave Nadig on the extraordinary growth of the ETF by The Evidence-Based InvestorBy The Evidence-Based Investor.
 
Hello and welcome to the latest TEBI Podcast, brought to you by The Evidence-Based Investor, in conjunction with Regis Media, Connecting advisers with clients.I’m Robin Powell and this is Episode 15.Our guest this week is Stephen Davis, Senior Fellow and Associate Director of Corporate Governance at Harvard Law School.Stephen has written for ma ...…
 
Hi there, my name is Sam Lewis and welcome to this week’s TEBI podcast, brought to you by the Evidence-Based Investor in conjunction with Regis Media - connecting advisers with clients.Earlier this week, we spoke to Barry Ritholtz, the co-founder and chief investment officer of Ritholtz Wealth Management, based in New York. As well as running a ...…
 
In the latest TEBI Podcast, former Amsterdam options trader Martijn Rozemuller explains how he turned to indexing after losing big on "Europe's Enron". The MD of Think ETFs expects evidence-based investing to grow rapidly in the Netherlands over the next two years.By The Evidence-Based Investor.
 
Hello and welcome to Episode 12 of the TEBI Podcast, brought to you by The Evidence-Based Investor in conjunction with Regis Media.I’m Robin Powell, and you’ll find my blog at evidenceinvestor.com. That’s evidenceinvestor.com.My guest this week is, Dr Peter Westaway, Chief Economist and Head of Investment Strategy Group for Vanguard Europe. Dr. ...…
 
Hello and welcome to the latest TEBI Podcast, brought to you by The Evidence-Based Investor, in conjunction with Regis Media, Connecting advisers with clients.I’m Robin Powell, and this is Episode11.This week we’re looking at exchange-traded funds, or ETFs. As everyone knows, ETFs have grown in popularity very fast in recent years. Until recent ...…
 
Last week I had the pleasure of interviewing Kunal Kapoor for the TEBI Podcast, and introducing him on stage at Morningstar’s Game Changer Investment Summit in Brussels.Kunal Kapoor has just taken over as CEO of Morningstar from the company’s billionaire founder Joe Mansueto. It’s one of the biggest jobs in global investing; Morningstar enjoys ...…
 
Hello and welcome to the TEBI Podcast from The Evidence-Based Investor, brought to you by Regis Media, Connecting advisers with clients.I’m Robin Powell. This week we have a very special guest, Larry Swedroe. Since 1996, Larry has been Director of Research at Buckingham Asset Management in St Louis, where he’s spent his time, talent and energy ...…
 
Hello and welcome to the latest TEBI Podcast, brought to you by The Evidence-Based Investor, in conjunction with Regis Media.I’m Robin Powell, and you’ll find my blog at EvidenceInvestor.com.Now, we have a special treat for you this week, because our guest is none other than F. William McNabb.It was, coincidentally, at the very start of the glo ...…
 
Now, anyone who’s seen my blog The Evidence-Based Investor will know that I’m not a big fan of actively managed mutual funds.In principle, active management sounds fair enough. But in practice, only a tiny number of funds outperform over the long term, and they’re almost impossible to spot in advance.Consequently, most investors in active funds ...…
 
The special guest on our final podcast of 2016 is Daniel Egan, Vice-President of Behavioural Finance and Investing at Betterment, the New York City-based automated investment service, or robo-adviser.Although new robo-advisers are launching all around the world, almost without exception they’e struggling to make anything more than modest profit ...…
 
Over the years I’ve found that some of the stanchest and most effective advocates of evidence-based investing are those who’ve actually worked in the active fund management industry and seen its shortcomings at first hand.Lars Kroijer is one example, and another is Preston McSwain. Preston hails from Birmingham, Alabama, and worked for more tha ...…
 
If you haven’t been following our new podcast series, what have you been doing? Seriously, we’d love you to subscribe and to give us your feedback.For this week’s show I review the inaugural Evidence-Based Investing Conference, held earlier this month in New York City. It’s a great listen, with contributions from three of the most prominent tho ...…
 
Welcome to the third episode of the Evidence-Based Investor podcast! After the release of the long-awaited FCA interim report into the UK asset management industry, Robin speaks to Andy Agathangelou from the Transparency Task Force about his involvement in putting the case for clearer charges and a better deal for consumers. This episode is bro ...…
 
Welcome to episode 2 of the Evidence-Based Investor podcast! In the build up to the inaugural Evidence-Based Investing conference in New York, Robin speaks to Wendy Cook about how the term "evidence-based" investing was coined, the challenges of writing about investing, and how the rest of the world is moving away from active management to low- ...…
 
Welcome to the first episode of the Evidence-Based Investor podcast! In this show, Robin Powell speaks to Craig Lazzara and Tim Edwards from S&P Dow Jones Indices about the latest results from SPIVA 2016. The conversation ranges from active funds in America to the impact of Brexit in Europe and the UK. This episode is brought to you by Regis Me ...…
 
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