Podcast

Sarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar’s financial management applications and tools. Sarah has expertise in consumer psychology, economic decision-making, personal money management, and cognitive and social psychology. Before joining Morningstar in 2015, Sarah earned her doctorate in behavioral … Read more

Frazer Rice is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, host of the “Wealth, Actually” podcast, creator of the “Wealth, Actually” blog, and a Northeast Regional Director for Pendleton Square Trust Company. Frazer is an attorney and experienced trust officer. His wealth management career has included serving for over 15 years as … Read more

Our December podcast guest, Roger Lowenstein, reported for The Wall Street Journal for more than a decade and is also an award-winning book author. His work has appeared in Bloomberg, The New York Review of Books, Fortune, The New York Times Magazine, and other publications. His best-selling books include Buffett, When Genius Failed, Origins of … Read more

Our October podcast guest is Dr. Cliff Asness, Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management, a quantitative money manager overseeing $186 billion in assets as of December 2019. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, … Read more

Morgan Housel is an author of The Psychology of Money book and writes a blog as a partner at The Collaborative Fund. He is a former columnist at The Motley Fool and The Wall Street Journal, a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the … Read more

This is a fast-moving, information-full podcast you won’t want to miss. We cover everything from mutual funds to interest rates to cyber securities. Episode 025: Don Phillips, host Rick Ferri Don Phillips is the former CEO and a managing director of Morningstar, Inc. who remains involved in corporate strategy and investment research. He joined Morningstar … Read more

Our July 2020 guest is Burton Gordon Malkiel, an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street (now in its 12th edition).  He is the Chemical Bank chairman’s professor of economics at Princeton University and is a two-time chairman of the economics department there. Dr. Malkiel … Read more

Dr. Ed Yardeni is our guest for the June 2020 Bogleheads on Investing Podcast. Dr. Yardeni is a legendary Wall Street economist and investment strategist. We will be discussing his new book, Fed Watching for Fun & Profit (free on Kindle), and his insights and lessons learned forecasting the economy and financial markets over the … Read more

Laurence B. Siegel is the director of research at the CFA Institute Research Foundation, former director of research at The Ford Foundation, former Ibbotson Associates, Inc. managing director, senior advisor to OCP Capital LLC, and an independent consultant, writer, and speaker specializing in investment management. He has won many awards for writing including the coveted Graham … Read more

Jeff Levine CPA/PFS, CFP is our guest for this special Bolgleheads on Investing podcast. In this packed one-hour episode, we cover the CARES Act, SECURE Act, the new moral hazard in the rental real estate market, tax-loss harvesting, and tax-swapping. You’ll want to listen to it all – straight through to the end. Jeff Levine … Read more