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The Evidence-Based Investor

The Evidence-Based Investor

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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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In the 12th of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow talks to Simon Bullock, founder of Mulberry Bow, the chartered financial planning firm that has supported the series. They look back at Simon’s favourite clips from the previous 11 episodes. Jonathan also talks to Simon abo…
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In the 11th of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow talks to a self-trained artist who has made a mid-life new life for herself on the Welsh borders. Many people dream of painting for a living, but Helen Arthur has made it happen. She describes her success as modest financia…
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In the 10th of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow talks to one of the global founders of the 4-day week movement, Charlotte Lockhart. What if we could continue in our current jobs, and have 50% more free time to pursue our other passions, every single week? That's Charlott…
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In the ninth of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews former Paralympian, and chartered financial planner and wealth manager, Scott Moorhouse. Scott provides an astute explanation of how he learned to throw the javelin throwing at a world-class level. He shares ins…
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In the eighth of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews writer and publisher Jonathan Clements. Jonathan Clements enjoyed a hugely successful career as a personal finance writer for The Wall Street Journal, but as he candidly confesses in this interview, for a long …
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In the seventh of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews CEO and Editor-in-Chief of The Bureau of Investigative Journalism, Rozina Breen. Rozina candidly shares her journey from a working-class background to leading a not-for-profit newsroom, reflecting on the choic…
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In the sixth of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews serial entrepreneur and Gym Group founder John Treharne. John has built not one, but two enormously successful businesses. The most recent of these businesses, Gym Group, was begun from a single site when he was…
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In the fifth of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews multi-million selling author Héctor García about the lessons we can learn from the longest-living people in Japan. Héctor is the co-author of”Ikigai”, a book about a key concept in Japanese wellbeing, which tran…
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In the fourth of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews Master of Wine Lisa Granik about her remarkable second life as a world expert on the wines of Georgia, the country in the Caucasus. She reflects on transitioning from law to becoming a wine academic - thanks to…
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In the third of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews writer, educator, investor and Chartered Financial Analyst Brian Portnoy. Brian discusses the concept of "funded contentment" as true wealth, contrasting it with the pursuit of "riches". He explores the four uni…
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In the second of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews doctoral student (and student ambassador) Alex Davis. She talks about her previous career as a finance director, and how she made a challenging transition, after more than 20 years, from running a family busine…
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In the first of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews author Andrew Hallam, focusing on his latest book, "Balance". In this lively, in-depth discussion, Andrew talks about the key themes in the book that make up a balanced life: purpose, relationships, health and m…
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Neil Woodford is Britain's best-known fund manager. For many years his track record was very impressive. He was lauded in the media. He was even referred to by the BBC as "the man who can't stop making money.” But then things began to go wrong and, three years ago, the wheels came off in spectacular fashion, when his flagship Equity Income fund was…
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Robin Powell’s guest on the latest episode of The TEBI Podcast is Robin Wigglesworth, global finance correspondent for the Financial Times. Wigglesworth is the author of Trillions, a new book on the past, present and future of index investing. Currently living in Norway, he covers macroeconomics, finance, investing and markets internationally for t…
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This time last year it seemed that Cathie Wood could do no wrong. 12 months on, America’s most high-profile active fund manager is struggling to maintain her reputation as one of the most successful stockpickers of the last few years. Her flagship ARK Innovation ETF ended 2021 in a 40% drawdown that only worsened to nearly 50% in the first few days…
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There have always been economic booms and busts and, sooner or later, stock markets are bound to crash. The key question for investors is: what, if anything can you do about it? How can you build a portfolio to withstand a crash and minimise its impacts? And how can you avoid being swept along by the euphoria that tends to precede a crash? ROBIN PO…
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We are living in extraordinary times, with billions of people around the world more or less confined to their homes as a result of the coronavirus pandemic. It’s very unclear how long it will take for things to return to normal. Indeed, some aspects of our lives may never be quite the same again. As well as the health concerns that people naturally…
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The latest TEBI Podcast, is devoted to the subject of excessive pay among company CEOs. In it I interview two experts on the subject: — Corinne Carr, founder of the remuneration consultancy PeopleNet; and — Luke Hildyard, Executive Director of the High Pay Centre, which carries out research and analysis on issues relating to executive pay, corporat…
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The most enthusiastic advocate of mindfulness I know is George Kinder. George, better known as the father of the financial life planning movement, has practised mindfulness for most of his life and written books about it. In the latest TEBI Podcast, George explains how mindfulness can help investors achieve better outcomes and live more fulfilled l…
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A former US Marine Corps officer and fighter pilot, Rick Ferri talks about his experiences as a stockbroker at a large Wall Street firm, and how he became disillusioned with the industry, its sales culture and its high fees. He explains how he built a business called Portfolio Solutions, which enabled investors to achieve much better results by cut…
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One of the smartest advocates of investing in low-cost index funds and ETFs is Ben Johnson, Director of Global ETF Research at Morningstar. In the latest TEBI Podcast, Ben explains the Morningstar Active/ Passive Barometer, how it differs from the SPIVA scorecard run by S&P Dow Jones Indices, and what we can learn from the data it produces.…
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I recently had the pleasure of interviewing Jeffrey Ptak, Morningstar’s Global Director of Manager Research for the TEBI Podcast. In the interview Jeff explains Morningstar’s “investors first” philosophy, and how the company has strongly adhered to it through its 35-year history. It’s an important principle, he says, that the “business” side of the…
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After quitting her job in active management, Stephanie Griffiths started researching the academic evidence on investing and active fund management and concluded that, from a personal point of view, despite her experience and expertise, she was better off putting almost all her money in low-cost index funds. She has since become a financial educator…
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Moira Somers is a behavioural psychologist, based in Winnipeg in Manitoba. She also advises individuals and organisations about personal finance, and she also works as a consultant to the financial services sector. In this interview, she explains why so many people put off investing for retirement and making important financial decisions (her acade…
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We talk to Tim Edwards, discussing such topics as SPIVA, the trend towards self-indexing, and recent research he’s done on momentum investing and the case for equal-weight indices. And, for fans of active management, he even spells out the areas where active managers perform least badly.By Robin Powell
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We’ve all heard about the huge growth in popularity of low-cost investing in the United States. But how is the passive investing revolution progressing in Europe? That’s one of the questions I put to Adam Laird, Head of ETF Strategy at Lyxor ETF for the the latest TEBI Podcast. Lyxor is based in France but also has a sizeable market share in German…
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All of us make mistakes, but, as Sir Winston Churchill once said, only the wise learn from them. What then can we learn from the mistakes of the world’s greatest investors? That’s the question Michael Batnick asks in his new book, Big Mistakes: The Best Investors and Their Worst Moments. Even the most famous investors have dropped clangers; Warren …
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Even those with only a passing interest in investing can’t have failed to notice the extraordinary rise in recent years of ETFs. Exchange traded funds now account for around $4.3 trillion of global assets under management — up $1 trillion on this time last year. And although the pace of new product launches has slowed, there are now around 6,300 ex…
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This week, we speak to Stephen Davis, Senior Fellow and Associate Director of Corporate Governance at Harvard Law School. He’s also one of the authors of What They Do With Your Money: How the Financial System Fails Us and How to Fix It. In the book, he and his co-authors expose the harm caused by the misalignment of interests between financial inst…
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On this week’s podcast we speak to Barry Ritholtz, co-founder and CIO of Ritholtz Wealth Management. Barry is a tireless blogger and advocate for evidence-based investing. It was his team that put on last year’s inaugural EBI conference in New York. Following on from that success, this year the show is travelling west to Dana Point, California. Lis…
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We all know by now about the huge shift taking place from active to passive management in the Anglo-Saxon world, especially the US. But what’s happening in continental Europe? Well, it’s actually in the Netherlands where the move away from active funds is really gathering pace. Our guest on the latest TEBI Podcast, produced and sponsored by Regis M…
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Everyone knows by now how phenomenally successful Vanguard has been in the US in the last few years. But it’s not doing badly elsewhere in the world either. For the latest TEBI Podcast, I’ve been interviewing Dr Peter Westaway, Chief Economist and Head of Investment Strategy for Vanguard Europe. Among the questions I ask him are these: Is tit true …
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The subject of this week’s TEBI Podcast is ETFs, or exchange-traded funds. ETFs have been all the rage in recent years, soaring in popularity all over the world. In the US, a total of $124 billion has poured into ETFs in the first two months of 2017 — the the most aggressive start to a year since the industry was founded 24 years ago. I’ve been tal…
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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 huge influence among investment professionals, advisers, journalists and end investors, employing more than 4,200 people around the world. Whatever happens in the investing …
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The latest TEBI Podcast, sponsored by Regis Media, is now online and features Larry Swedroe. Larry has just written his eighth book on investing. It’s called Your Complete to Factor-Based Investing, and it was co-authored with Andrew Berkin. In this podcast, I ask him: With more than factors in the so-called “factor zoo” to choose from, has factor-…
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The guest on this week’s TEBI Podcast is none other than Bill McNabb, CEO and President of Vanguard, the world’s biggest and fastest growing asset management company. This is what we asked him: Brexit and Trump: What can investors learn from the two political stories that shook the world in 2016? What does he make of evidence-based investing? And c…
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As regular TEBI readers know, the academic evidence overwhelmingly shows that most investors are better off investing in low-cost index funds. But most financial advisers still recommend actively managed funds instead. As a result, investors are ending up with pension pots considerably smaller than they should be. So, is there a case for suing advi…
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Daniel Egan is 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 profits. That notwithstanding, I do believe that automate…
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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 than 2…
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Last week, the FCA published its landmark report on asset management. The conclusions were damning about the sorry state of competition in the UK investing industry. In many ways, the findings felt like a vindication for those campaigners who have been highlighting these failings for years. One of those pushing for change is Andy Agathangelou, Foun…
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