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Rick and Larry on Bloomberg 3/13

Posted: Tue Mar 12, 2019 10:16 pm
by bzargarcia
FYI: Eric Balchunas from Bloomberg tweeted that both Rick Ferri and Larry Swedroe will appear on ETF IQ show at 1 pm Eastern 3/13/19.

Bart

Re: Rick and Larry on Bloomberg 3/13

Posted: Tue Mar 12, 2019 10:48 pm
by whodidntante
Nobody's wisest. You're all wise.

Re: Rick and Larry on Bloomberg 3/13

Posted: Tue Mar 12, 2019 11:32 pm
by stlutz
Are they talking about commodities? :D

Re: Rick and Larry on Bloomberg 3/13

Posted: Wed Mar 13, 2019 6:24 pm
by BeachPerson
How was the interviews???

Re: Rick and Larry on Bloomberg 3/13

Posted: Wed Mar 13, 2019 7:13 pm
by packer16

Re: Rick and Larry on Bloomberg 3/13

Posted: Wed Mar 13, 2019 7:16 pm
by bzargarcia

Re: Rick and Larry on Bloomberg 3/13

Posted: Wed Mar 13, 2019 7:23 pm
by indexlover
I just saw this :
https://www.bloomberg.com/news/videos/2 ... -u-s-video

- The Fed pause sparks money inflows into REIT
- Tax law changes in 2017 helping REITs in the taxable accounts because 20% of income coming from REITs is tax free
- Fee wars accelerate in ETF world

Re: Rick and Larry on Bloomberg 3/13

Posted: Wed Mar 13, 2019 7:32 pm
by dougger5
Also - there seems to be some confusion around the pronunciation of Larry's surname: Swee-droh vs. Sweh-droh.

Re: Rick and Larry on Bloomberg 3/13

Posted: Wed Mar 13, 2019 8:06 pm
by sleepysurf
Interesting to hear that Rick's new advisory firm will be called Ferri Investment Solutions, but not launching until sometime in April (when his non-compete expires).

Re: Rick and Larry on Bloomberg 3/13

Posted: Wed Mar 13, 2019 9:31 pm
by Random Walker
Also,
Rick seems to strongly feel the days of 1% AUM are ending fast.

Host seemed to be trying to get Larry to say something positive about active management. He didn’t budge. He did clearly say though that there are smart competitive people that can produce alpha; active loses because of costs.

Dave

Re: Rick and Larry on Bloomberg 3/13

Posted: Sat Mar 16, 2019 4:04 am
by VennData
Of course, the episode opened with REITs, which Rick Ferri praised due to the '17 tax law, then when Larry Swedroe was interviewed remotely he never mentioned REITS

Classic Boglehead TV :sharebeer

https://www.bloomberg.com/news/videos/2 ... 2019-video

Re: Rick and Larry on Bloomberg 3/13

Posted: Sat Mar 16, 2019 7:21 am
by LadyGeek
VennData - You had a duplicate post (new thread) which I've removed, there were no replies.

Re: Rick and Larry on Bloomberg 3/13

Posted: Sun Mar 17, 2019 7:38 am
by Call_Me_Op
Random Walker wrote:
Wed Mar 13, 2019 9:31 pm
Also,
Rick seems to strongly feel the days of 1% AUM are ending fast.

Host seemed to be trying to get Larry to say something positive about active management. He didn’t budge. He did clearly say though that there are smart competitive people that can produce alpha; active loses because of costs.

Dave
Indeed. I was happy to hear Larry stick to his guns.