Podcast Episodes
Back to SearchMichael Reckmeyer and Matthew Hand: How to Protect Downside Amid Lofty Valuations and Paltry Yields
Episode 75
Our guests this week are Michael Reckmeyer and Matthew Hand. Mike and Matt are managing directors at Wellington Management, where they oversee a numb…
5 years, 5 months ago
Karen Andersen: The Race for a COVID-19 Vaccine
Episode 74
Our guest this week is Karen Andersen, a healthcare strategist on Morningstar's equity research team. She has written a number of influential comment…
5 years, 6 months ago
Steve Vernon: 'Older Workers Become Targets' in Tough Economic Environments
Episode 73
Our guest on the podcast is retirement specialist and author Steve Vernon. Vernon is president of Rest-of-Life Communications and a research scholar …
5 years, 6 months ago
Jim Dahle: 'Income Is Not Wealth'
Episode 72
Our guest on the podcast today is Jim Dahle, also known as The White Coat Investor. A practicing board-certified emergency physician, Jim also focuse…
5 years, 6 months ago
Steve Romick: 'We Think Defensively'
Episode 71
Our guest this week is Steve Romick. Steve is a portfolio manager at First Pacific Advisors, or, as it's probably better known, FPA. Steve comanages …
5 years, 6 months ago
Ed Slott: Act Now on Historically Low Tax Rates
Episode 70
Our guest on the podcast is retirement and tax expert, Ed Slott. He is president and founder of Ed Slott and Company, which provides retirement and t…
5 years, 6 months ago
Pramod Atluri: 'When This Storm Hit, It Hit Fast, and It Hit Hard'
Episode 69
Our guest on the podcast is Pramod Atluri. He is a fixed-income portfolio manager at Capital Group. Atluri began in the investment business more than…
5 years, 7 months ago
Burton Malkiel: 'I Am Not a Big Fan of ESG Investing'
Episode 68
Our guest this week is Dr. Burton Malkiel. Dr. Malkiel is the Chemical Bank chairman's professor of economics at Princeton University. And he's also …
5 years, 7 months ago
Ben Inker: 'The Portfolio We're Running Today Is Abnormal Even for Us'
Episode 67
Our guest on the podcast is Ben Inker. Ben is GMO's head of asset allocation. In that capacity, he leads GMO's asset-allocation team and is a member …
5 years, 7 months ago
Jerome Clark: 'We Tend to Become Myopic in a Bear Market'
Episode 66
Our guest on the podcast is Jerome Clark. He is the portfolio manager of the asset-allocation target-date strategies and oversees the college savings…
5 years, 7 months ago