Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri
Episode #47 features two guests who discuss the evolution in the investment adviser industry over the decades and the conflicts of interest that have occurred. Michael Kitces is the head of planning...
30 Juni 202259min
Episode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick Ferri
Episode #46 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 the co-au...
30 Maj 202259min
Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri
This episode features two guests who discuss total bond market investing. The first guest is Nick Gendron, Global Head of Fixed Income Index Product Management at Bloomberg. This is where the index or...
28 Apr 202257min
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...
29 Mars 202259min
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
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
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
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
