Rick Ferri, CFA: Recent Episodes
Rick Ferri, CFA
Jason is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads.
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.
David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance topics.
Larry Swedroe is my guest on the "Bogleheads on Investing" podcast. We discuss his latest book, "Erich Your Future, The Keys to Successful Investing".
Over 50% of mutual fund and ETF assets follow passive indices, which makes index methodology important. Rolf Agather, CFA, has been in the index industry for 40 years and played a major role in the revolution.
If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My podcast guest, Kaye Thomas, tells us how.
We cover the spectrum of real estate investment opportunities, from flipping homes to listed real estate investment trusts (REITs).
My interesting interview with Dr. Qian Wang, Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team in the Investment Strategy Group.
Victor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." This fascinating book discusses accumulating wealth, investment risk-sizing, and making better financial decisions.
In this episode, we discuss Treasury Inflation Protected Securities (TIPS), asset allocation in today's uncertain world, four deep risks, and the cost of income inequality.
Dr. Derek Horstmeyer, Professor of Finance at George Mason University's School of Business is my latest guest. We discuss multiple investing topics.
Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations and individuals understand the intersection of mind and markets.
My podcast with author and historian Edward Chancellor was SO interesting that it caused me to question, at least for a moment, whether we as Bogleheads are doing things the right way.
JL is a popular personal finance blogger, a leader in the FIRE community, and the author of "The Simple Path to Wealth."
Proper estate planning is one of the most important elements of a complete financial plan and often the most overlooked. My two guests join me to discuss the issues.
This episode is focused on international stock market index funds and ETFs. My two guests are principals and senior portfolio managers in the Vanguard Equity Index Group.
Craig Lazzara discusses SPIVA research that measures actively managed funds against their relevant index benchmarks, and the Persistence Scorecard focuses on whether outperformance should be attributed to manager luck or skill.
Antti was a fantastic guest who provided a tremendous amount of useful information - worth listening twice!
Rob Berger is my guest on the "Bogleheads on Investing" podcast. We discuss chess, aging, investment simplicity, and free and cheap online investing tools, including the immense Bogleheads Wiki.
Michael Kitces and Dr. Nicole Boyson discuss how the adviser industry is changing and conflicts of interest that have occurred.
This episode features two guests who discuss Environmental, Social, and Governance (ESG) investing. The first guest is Larry Swedroe, Chief Research Officer of Buckingham Strategic Wealth, and Dr. Ellen Quigley, Special Advisor to the CFO at Cambridge and a Senior Research Associate.
This episode features two guests who discuss total bond market investing. Nick Gendron is Global Head of Fixed Income Index Product Management at Bloomberg and Josh Barrickman is a Principal, Senior Portfolio Manager, and Head of Fixed Income Indexing Americas.
I talk with Eric Balchunas of Bloomberg about his new book ”The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions”
Eduardo Repetto, Ph.D., CIO of Avantis Investing. We discuss his career at DFA and then Avantis, factors: profitability, momentum, value, is there small-cap premium? Interesting stuff!
An amazing story about meme stocks, Reddit, and millions of Robinhood investors taking down a couple of hedge funds told on the one-year anniversary of the GameStop short squeeze.
James (Jim) Watkins, III, J.D., CFP, is an attorney and adviser specializing in fiduciary best practices.
Dr. Yardeni joins me to discuss his newest book, "In Praise or Profits" and to talk about inflation and the economy.
Barry Ritholtz is my extra special guest on this "Bogleheads on Investing" podcast. He is an author, blogger, investment adviser, and host of Bloomberg's Master’s in Business podcast.
Ted Aronson of AJO Partners joins me for 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 Services (PAS) program.
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 to learn how the largest mutual fund in the world operates
Lisa Bragança, JD, is a former Branch Chief in the Division of Enforcement of the Chicago Office of the Securities & Exchange Commission where she handled investigations of fraud, elder abuse, Ponzi schemes, insider trading, churning, and unsuitable investments. Today, Lisa is in private practice.
My guest this month is Ron Lieber, 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.”
Jason Hsu, PhD, is one of the world’s top thought leaders on factor investing and co-creator of the fundamental indexing™.
Jeff Ptak, CFA, is the global head of manager research at Morningstar Research Services. We tackle the major issues in the active versus passive (indexing) debate.