Podcast Episodes
Back to SearchPeter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
Episode 260
Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor wi…
2 years, 5 months ago
Bryan Armour: Is Index Investing’s Superpower Unstoppable?
Episode 259
Our guest this week is our colleague, Bryan Armour, who is director of passive investment strategies research, North America, for Morningstar Researc…
2 years, 5 months ago
Anne Lester: You’re Bad at Savings and It’s Not Your Fault
Episode 258
Our guest on the podcast today is Anne Lester. She’s author of a new book called Your Best Financial Life: Save Smart Now for the Future You Want. Be…
2 years, 5 months ago
JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
Episode 257
Our guest this week is JB Taylor. JB is CEO of Wasatch Global Investors based in Salt Lake City, Utah, specializing in small-cap stocks. JB is also a…
2 years, 6 months ago
Sonali Pier: Don’t Rent Yield
Episode 256
Our guest this week is Sonali Pier. Sonali is a managing director and portfolio manager at Pimco, a global leader in fixed-income investing based in …
2 years, 6 months ago
Marc Freedman: The Case for Encore Careers
Episode 255
Our guest on the podcast today is Marc Freedman. He is the co-CEO and founder of Encore.org, which is now known as CoGenerate and is geared toward he…
2 years, 6 months ago
Roger Young: Visualizing Retirement Is So Important
Episode 254
Our guest on the podcast today is Roger Young. Roger is thought leadership director at T. Rowe Price, where he and his team conduct research on retir…
2 years, 6 months ago
Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’
Episode 253
Our guest this week is Justin Leverenz, who is the team leader and senior portfolio manager for the emerging-markets equity team at Invesco. Leverenz…
2 years, 6 months ago
Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management
Episode 252
Our guests this week are Joel Fried and Al Mordecai of Primecap Management. Primecap is the longtime manager of several Vanguard funds, including Van…
2 years, 7 months ago
Jody Jonsson: The Case for a Global Portfolio
Episode 251
Our guest this week on The Long View is Jody Jonsson. Jody is a 33-year veteran of Capital Group, a Los Angeles-based investment manager, where she i…
2 years, 7 months ago