Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri

Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri

Dr. Derek Horstmeyer is a Professor of Finance at George Mason University's School of Business where he publishes regularly on investment topics, ETF & mutual fund performance, and corporate finance. He writes a monthly column for the Wall Street Journal along with his students and writes frequently for the CFA Institute. he has also been published in the Quarterly Journal of Finance, Managerial Finance, and several other mainstream business publications.

Dr. Horstmeyer is very active at GMU outside the classroom. He co-founded and currently leads the first student-managed investment fund and currently serves as director of the new Financial Planning & Wealth Management degree at Mason.

This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.

Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.

This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

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Episoder(95)

The Power of Simplicity in Investing with Ben Felix

The Power of Simplicity in Investing with Ben Felix

Ben Felix on Simplicity, Private Equity, Factor Investing, and Living a Good Life In this episode of the Bogleheads® on Investing Podcast, host Jon Luskin, CFP®, sits down with Ben Felix, CFA, CFP®, C...

28 Jun 1h 8min

Episode 94, Robin Wigglesworth, FT journalist and the author of "Trillions",  Rick Ferri host

Episode 94, Robin Wigglesworth, FT journalist and the author of "Trillions", Rick Ferri host

Our guest this episode is Robin Wigglesworth, the editor of Alphaville, the FT's financial blog. He leads a team of three other writers in London and New York that dig into anything deeply nerdy or pl...

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Episode 93, Why Retirees Should Own More Stocks from Blackrock's Head of ETFs

Episode 93, Why Retirees Should Own More Stocks from Blackrock's Head of ETFs

In this episode of the Bogleheads® on Investing podcast, host Jon Luskin, CFP®, sits down with Jay Jacobs, US Head of Equity ETFs at BlackRock, to answer community-submitted questions about how to inv...

26 Apr 42min

Episode 92, Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb

Episode 92, Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb

In this episode of the Bogleheads® on Investing podcast, guest Bill Bengen — creator of the famous 4% Rule — joins us to discuss what's changed in retirement spending research and how his new book, "A...

29 Mar 44min

Episode 91, How Couples Build Financial Partnership with Heather and Douglas Boneparth

Episode 91, How Couples Build Financial Partnership with Heather and Douglas Boneparth

Heather and Douglas Boneparth dive into practical strategies for couples managing money together, covering crucial topics for both engaged partners and non-financial spouses. They discuss engaging the...

23 Feb 49min

Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host

Episode 90, Vanguard's Perryne Desai discusses fixed income concepts and investment strategy, Rick Ferri host

Perryne Desai, CFA, is the Head of Index Fixed Income Product at Vanguard, responsible for overseeing the strategy and expansion of Vanguard's fixed-income exchange-traded funds (ETFs) and related pro...

22 Jan 52min

Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts

Episode 89, Year-end tax planning, tax moves in 2026, Roth conversions & more: Cody Garrett, CFP® & Sean Mullaney, CPA; Jon Luskin, CFP® hosts

Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads...

7 Des 202542min

Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the...

28 Nov 20251h

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