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Investment Analysis and Advice
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Podcast weblog featuring the investment wisdom and principles of John C. Bogle
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Why have just one mentor when you can have the whole internet? #TM2CPodcast is for anyone who looks outside of their box for inspiration and knows just how important a great mentor can be. Each week, co-hosts and theatre creators Jessica Ryan (Broadway Unlocked) and Andrew Call (Hamilton) have coffee with experts across every field imaginable, from the founder of CURVYcon and Instagram influencer CeCe Olisa, to star of NBC's Community, Danny Pudi, to sex worker and therapist Janis Luna. If y ...
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Mike Piper, CPA, discusses what to do if named as the Executor of an estate, with special emphasis on surviving spouses.By Rick Ferri, CFA
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Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri
57:40
57:40
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Mike Piper is a CPA, author, and adviser. He has written several concise books dealing with various financial topics, including taxes, Social Security, estate planning, and other financial planning. His latest book, After the Death of a Spouse, Next Financial Steps for Surviving Spouses, is the topic of this podcast. Mike also created the Oblivious…
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Inflation is the topic. Prof. Carola Binder of the University of TX is an economic historian and the author of "Shock Values: Prices and Inflation in American Democracy."By Rick Ferri, CFA
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Episode 78, Carola Binder, author of Shock Values: Prices and Inflation in American Democracy, host Rick Ferri
59:12
59:12
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My guest on Episode 78 is Carola Binder, an associate professor of economics at the University of Texas at Austin and a fellow at the Hutchins Center on Fiscal and Monetary Policy. She is also a research associate of the National Bureau of Economics Research in the Monetary Economics group. Carola holds a Ph.D. from the University of California, Be…
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Episode 77, Aswath Damodaran, the Dean of Equity Valuation discusses the markets, Rick Ferri host host
Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. We will discuss his teaching career, investment philosophy, the equity risk premium in the US and international stocks, index funds, factor investing, and how artificial intelligence is changing the field of finance and changing us.…
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Episode 77: Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick Ferri
56:02
56:02
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Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and equity valuation. He is known in the investment industry and academia as the Dean of Equity Valuation. Aswath is the author of several widely used academic and practitioner texts on valuation, corporate finance, …
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Professor Meir Statman talks about his new book and how a portfolio of well-being in life is like a diversified portfolio of stocks.By Rick Ferri, CFA
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Episode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick Ferri
58:47
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Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara. His research focuses on behavioral finance as he attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. Professor Statman’s research has been published in numerous academic and professional journals a…
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Episode 75, Bogleheads on Investing, Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri
Jason is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads.By Rick Ferri, CFA
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Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri
58:34
58:34
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Jason Zweig is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads. Jason became a columnist for The Wall Street Journal in 2008, and before that, he was a senior writer for Money magazine and a guest columnist for Time magazine and Cnn.com. From 1987 to 1995, Jason was the mutual funds editor at Forbes. Earli…
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Epsisode 74, Bogleheads on Investing, Josh Brown discusses the investment industry and his new book, host Rick Ferri
We discuss the old days on Wall Street, what's changed, how private equity is ruining the advisor industry, and why it's so hard to be brutally honest and remain in favor with business colleagues.By Rick Ferri, CFA
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Episode 74: Josh Brown discusses the investment industry in his new book, host Rick Ferri
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Josh Brown is a well-known author, columnist, creator of the widely read blog The Reformed Broker, a commentator on CNBC, and CEO of Ritholtz Wealth Management, an independent investment advisory firm he founded with Barry Ritholtz. In the 1990s and early 2000s, Josh worked for 10 years as a broker at various investment firms, where he learned the …
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Epsisode 73, Bogleheads on Investing, Christine Benz discusses her new book, “How to Retire”, host Rick Ferri
This podcast covers so much information that you'll probably listen twice!By Rick Ferri, CFA
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Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri
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53:24
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Christine Benz is the director of personal finance and retirement planning at Morningstar and senior columnist for Morningstar.com. She also co-hosts a podcast for Morningstar, The Long View. Christine is widely quoted in the media and the recipient of several awards, including being named by Barron’s as one of the ten most influential women in wea…
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Episode 72, Bogleheads on Investing, David Baughier switches seats with host Rick Ferri and interviews him
David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance topics.By Rick Ferri, CFA
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Episode 72: David Baughier flips seats with host Rick Ferri and interviews him.
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David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance topics. David is a retired Naval Officer with a passion for helping people pursue and achieve financial independence. He is the founder of www.fiology.com, a free resource that escorts you through 52 concepts of financial independence over the course …
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Episode 71, Bogleheads on Investing, Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri
By Rick Ferri, CFA
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Episode 70, Bogleheads on Investing, Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri
By Rick Ferri, CFA
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Episode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri
52:51
52:51
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Matt Hougan is the Chief Investment Officer of Bitwise Asset Management, the world's largest provider of cryptocurrency index funds with more than $4 billion in assets under management. Before joining Bitwise, Matt held several notable positions in the financial industry, including CEO at Inside ETFs, Managing Director of Global Finance at Informa,…
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Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri
56:27
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Dr. Wes Gray is the CEO of Alpha Architect. Our topic of discussion for this podcast is exchange-traded funds (ETFs) and their unique tax benefits. Wes is an author, portfolio manager, United States Marine, Iraq War vet, and former professor of finance at Drexel University. He earned an MBA and a Ph.D. in finance from the University of Chicago, whe…
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Episode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri
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Larry Swedroe is the head of financial and economic research for Buckingham Wealth Partners. A prolific writer who is the author or co-author of 18 books. His first book, The Only Guide to a Winning Investment Strategy You’ll Ever Need, is in its second edition. Larry's latest book, Enrich Your Future, The Keys to Successful Investing, is the topic…
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Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri
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54:14
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More than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. Episode 68 is all about index history and evolution and how the usage of indexes as investment products changed the industry. Rolf Agather has been in the indexing industry since the 1980s. He started Russell, moved around the industry…
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Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri
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If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My guest, Kaye Thomas, received his law degree from Harvard Law School in 1980 and then began his career as a tax attorney, dealing with complex tax matters related to business transactions, finance, and compensation. Kaye now spends his time …
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Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri
57:03
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My two guests are James Dahle, MD, a practicing emergency physician, founder of The White Coat Investor, and the creator of the "No Hype Real Estate Investing" course, and John Worth, Ph.D., Executive Vice President of Research and Investor Outreach at Nareit. Our topic in the episode is real estate investing. We cover the spectrum of real estate i…
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Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri
58:13
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Qian Wang, Ph.D., is Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team in the Investment Strategy Group. She is also a member of Vanguard’s Strategic Asset Allocation Committee and its Time-Varying Asset Allocation Subcommittee, which oversees and determines the asset allocation strategies of global …
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Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri
56:10
56:10
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Victor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." Victor is also the founder and CIO of Elm Wealth and David is the CEO, where they implement these concepts for their clients. This fascinating book discusses investment decision-making and risk-sizing and how to make better financial …
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Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri
45:47
45:47
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Dr. William (Bill) Bernstein is a retired neurologist, author, investment adviser, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has published extensively on investing and economic history, including eight books and numerous articles. He holds a Ph.D. and an M.D. Bill is a repeat guest, …
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Episode 62: Steve Chen on DIY Retirement Planning Tech, host Jon Luskin
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Steven Chen is the founder of NewRetirement, a do-it-yourself tool for retirement planning. Prior to founding NewRetirement, Stephen founded venture-backed companies in education and financial services, and worked with organizations including Charles Schwab, Dimensional Fund Advisors, and Fidelity. This episode of the podcast is hosted by Jon Luski…
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Episode 61: Cody Garrett on Early Retirement, host Jon Luskin
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Cody Garrett is an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. Cody specializes in comprehensive financial plan development, topic research, and personalized financial education. This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and…
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Episode 60: Jonathan Clements on ”My Money Journey,” host Jon Luskin
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Jonathan Clements is the founder and editor of HumbleDollar. He’s also the author of a fistful of personal finance books, including My Money Journey and How to Think About Money, and he sits on the advisory board of Creative Planning, one of the country’s largest independent financial advisors. Jonathan spent almost 20 years at The Wall Street Jour…
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