Sacramento Area Bogleheads video: The Education of an Index Investor ~ Philosophy, Strategy and Discipline

Presentation: “A Few Good Funds, The Genius of Simple Investing”. Speaker: Rick Ferri, CFA. Industry veteran and author Rick Ferri has embraced a low-fee Bogleheads philosophy for the past 25 years. Rick is the current president of the John C Bogle Center for Financial Literacy and CEO of Ferri Investment Solutions where he advises do-it-yourself … Read more

Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri

Podcast summary 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 originates. The second guest is Josh Barrickman, Principal, Senior Portfolio Manager, and Head of Fixed Income Indexing Americas. He and his … Read more

Bogleheads on Investing Podcast, with Eduardo Repetto, host Rick Ferri

Podcast summary 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 billion in factor-based ETFs and mutual funds. Prior to Avantis Investors’ establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer, and Director … Read more

Bogleheads on Investing Podcast, Episode 42 with Spencer Jakab, host Rick Ferri

Podcast summary 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 of Small Investors,” which is the topic of our conversation. Previously he wrote “Ahead of the Tape” … Read more

Bogleheads on Investing Podcast, Episode 41 with Jame Watkins III, host Rick Ferri

Podcast summary 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 of Small Investors,” which is the topic of our conversation. Previously he wrote “Ahead of the Tape” … Read more

Bogleheads on Investing Podcast, Episode 40 with Ed Yardeni, host Rick Ferri

Podcast summary 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 discuss his new book, In Praise of Profits, review economic activity from 2021, and look ahead to 2022.  You can discuss this episode on the … Read more

Bogleheads on Investing, Episode 39 with Barry Ritholtz, host Rick Ferri

Podcast summary 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. Barry is also the creator and host of Masters in Business, the most popular podcast/show on Bloomberg Radio. These 60-90 minute … Read more

Episode 038, Ted Aronson with Rick Ferri

Podcast summary Ted Aronson of AJO Partners joins us 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 Services (PAS) program. We begin with a tribute to David Swenson, the late Chief Investment Officer of Yale Endowment and the … Read more