Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri

Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry, host Rick Ferri

Jeff Ptak, CFA, is the managing director for Morningstar Research Services. Prior to that, he held positions as the chief ratings officer, head of global manager research, and president and chief investment officer of Morningstar Investment Services. In this episode, we discuss major new trends affecting the mutual fund and exchange-traded fund (ETF) industries, with a special focus on the exponential growth of actively managed ETFs.

Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. 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 nationwide. Many local Chapters in the US and even a few foreign chapters meet regularly, and New Chapters are added regularly. 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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Episode 044: Eric Balchunas on the Bogle Effect, host Rick Ferri

Episode 044: Eric Balchunas on the Bogle Effect, host Rick Ferri

Eric Balchunas is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. In this episode, we discuss hi...

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Episode 043: Eduardo Repetto on factor investing, host Rick Ferri

Episode 043: Eduardo Repetto on factor investing, host Rick Ferri

Eduardo Repetto, Ph.D., is the Chief Investment Officer (CIO) of Avantis Investors, where he is responsible for directing the research, design, and implementation of investment strategies for over $10...

28 Feb 202259min

Episode 042: Spencer Jakab on Robinhood, Reddit, and Meme Stocks, host Rick Ferri

Episode 042: Spencer Jakab on Robinhood, Reddit, and Meme Stocks, host Rick Ferri

Spencer Jakab is the Editor of the "Heard on the Street" column for the Wall Street Journal and the author of two books. His new book is "The Revolution That Wasn't: GameStop, Reddit and the Fleecing ...

27 Jan 202258min

Episode 041: James Watkins, lll, JD, host Rick Ferri

Episode 041: James Watkins, lll, JD, host Rick Ferri

James (Jim) Watkins, III, J.D., CFP, is an attorney and adviser specializing in fiduciary best practices. He has extensive experience in the areas of securities law, trust law, forensic investment ana...

31 Dec 202152min

Episode 040: Dr. Ed Yardeni, host Rick Ferri

Episode 040: Dr. Ed Yardeni, host Rick Ferri

Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategies and asset-allocation analyses and recommendations for institutional investors. In this podcast, we...

2 Dec 202154min

Episode 039: Barry Ritholtz, host Rick Ferri

Episode 039: Barry Ritholtz, host Rick Ferri

Barry Ritholtz is an author, blogger, podcast host, and the Founder and CIO of Ritholtz Wealth Management LLC. He has been called the “blogfather” for his long-standing finance weblog, The Big Picture...

7 Nov 20211h

Episode 038: Ted Aronson, host Rick Ferri

Episode 038: Ted Aronson, host Rick Ferri

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 Service...

28 Sep 202152min

Episode 037: Gerry O‘Reilly and Rich Powers, host Rick Ferri

Episode 037: Gerry O‘Reilly and Rich Powers, host Rick Ferri

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 inte...

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