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Charles Duhigg: Communicating to Connect

Episode 276

Our guest on the podcast today is Charles Duhigg, a Pulitzer Prize-winning investigative journalist and author of The Power of Habit, Why We Do What …

1 year, 8 months ago

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David Herro and Rajiv Jain: Should US Investors Renew Their Passports?

Episode 275

And we are thrilled to have with us today two fabulous investors in global equities. David Herro is here from Harris Associates. He is a longtime por…

1 year, 8 months ago

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Scott Burns: The Case for a Simple Retirement Plan

Episode 274

We’re hitting pause on new episodes during this holiday week. But we wanted to resurface one of our favorite conversations of the past year—the one t…

1 year, 8 months ago

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Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning

Episode 272

Today we have two guests on the podcast, Don Graves and Wade Pfau. Don Graves is the president and founder of the Housing Wealth Institute and an ins…

1 year, 8 months ago

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Scott Rick: Are You a Tightwad or a Spendthrift?

Episode 271

Our guest on the podcast today is Scott Rick. Scott is an associate professor of marketing at the University of Michigan’s Ross School of Business. H…

1 year, 9 months ago

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Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility

Episode 270

Our guest on the podcast today is Andrew Blake. Andrew is associate director of wealth management for Cerulli Associates. He is a member of Cerulli’s…

1 year, 9 months ago

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Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’

Episode 269

Our guest this week is Keith Lee. Keith has been lead portfolio manager on the Brown Capital Management Small Company Strategy since 1992. He and the…

1 year, 9 months ago

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Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’

Episode 268

Our guest on the podcast today is Jamila Souffrant. She is the author of a new book called Your Journey to Financial Freedom: A Step-by-Step Guide to…

1 year, 9 months ago

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Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’

Episode 273

This is Dan’s second appearance on The Long View, his first taking place back in May 2019, when Christine Benz and I interviewed him for the podcast.…

1 year, 9 months ago

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Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’

Episode 267

We have two guests this week on The Long View, our colleagues, Damien Conover and Rebecca Springer, who both focus on healthcare investing—Damien on …

1 year, 10 months ago

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