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
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
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
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...
2 Sep 202156min
Episode 036: Lisa Bragança, host Rick Ferri
Lisa Bragança, JD, MBA, is a former Branch Chief in the Division of Enforcement of the Chicago Office of the Securities & Exchange Commission. She handled investigations of accounting fraud, Ponzi sch...
24 Juli 202159min
Episode 035: Ron Lieber, host Rick Ferri
Ron Lieber is 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 Famil...
26 Juni 202155min
Episode 034: Jason Hsu, host Rick Ferri
Jason Hsu, Ph.D., is one of the world’s top thought leaders on factor investing and the co-creator of the fundamental indexing™ methodology. He has authored more than 40 peer-reviewed articles and won...
28 Maj 202156min
