Pat Dorsey: Economic Moats and More
Today’s guest on The Long View is Pat Dorsey. Pat is the founder of Dorsey Asset Management, a boutique asset manager serving institutional clients. From 2000 to 2011, Pat was the director of equity r...
31 Mar 43min
Bill Yount: How Late Starters Can Find Financial Independence
Our guest on the podcast today is Bill Yount. Bill is a practicing emergency physician. He’s also co-host of a podcast called Catching Up to Fi, where he and Jackie Cummings Koski discuss pursuing fin...
24 Mar 52min
Emily Guy Birken: What to Do in the Five Years Before You Retire
Our guest on the podcast today is Emily Guy Birken. Emily’s the author of The Five Years Before You Retire. She also co-authored Stacked: Your Super-Serious Guide to Modern Money Management, with Joe ...
17 Mar 47min
Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan
Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, Your Retirement Sketchbook. Jamie is the CEO of Bryn Mawr Trust Advisors, Chief Wealth Officer ...
10 Mar 44min
David Bach: ‘Start Enjoying Your Life Sooner’
Our guest on the podcast today is David Bach. David is the author of 12 national bestselling books, including The Latte Factor; Smart Women Finish Rich; Start Late, Finish Rich; and The Automatic Mill...
3 Mar 57min
Hilary Wiek: Perspective on Private Markets
Today’s guest on The Long View is Hilary Wiek. Hilary is a principal analyst at PitchBook, where she leads PitchBook’s coverage of fund strategies and performance, publishing primary research on the a...
24 Feb 49min
Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner
Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993. Franklin Templeton acquired the firm in 2021. Jim is...
17 Feb 1h 2min
Sara Devereux: Bonds Are Still Ballast
Today’s guest on The Long View is Sara Devereux. Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income. She oversees the investment professionals responsi...
10 Feb 56min
