Episodes
The veteran retirement columnist reflects on a two-fund portfolio, safe spending rates, and the role of home equity in retirement cash flows.
Published 11/07/23
The ‘godfather of the FI movement’ discusses the key takeaways from his latest book, where he turns for financial wisdom, and what higher yields mean for investors.
Published 10/31/23
Pitchbook’s head of research on what predicts performance in private markets, the effect of rising rates on deal-making, and more.
Published 10/24/23
Schwab’s chief global investment strategist on the Middle East Conflict, the state of the global economy, why bond yields are rising, and more.
Published 10/17/23
The University of Wisconsin professor on the challenges of decumulation, the connection between defaults and abandoned retirement accounts, and the ‘hassle costs’ that can weigh on workers.
Published 10/10/23
The successful manager of T. Rowe Price Capital Appreciation discusses the new ETF he’s running, stock-picking, index concentration, and more.
Published 10/03/23
The senior CNBC markets commentator on inflation, Fed policy, the economic outlook, market risks, and more.
Published 09/26/23
A longtime fund manager reflects on the state of China’s economy and market and what the future might hold.
Published 09/19/23
The Income Solutions founder discusses the role of annuities in retirement plans and her quest to add transparency to a historically opaque space.
Published 09/12/23
The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.
Published 09/05/23
The Northern Trust CIO on the case for bonds, the Fed’s fight against inflation (and whether it’s succeeding), housing affordability, and more.
Published 08/29/23
BlackRock’s longtime chief investment officer on his new ETF, whether we’ll get a soft landing, the fight against inflation, and more.
Published 08/22/23
The Oakmark fund manager on the limits of macro, why financials look cheap, indexing’s pitfalls, and more.
Published 08/15/23
The author and financial educator on why we shouldn’t let our finances and accomplishments define us—and what we can do instead.
Published 08/08/23
The real estate expert and author discusses the state of the U.S. housing market, the outlook for office buildings, and buying versus renting in a rising interest-rate environment.
Published 08/01/23
Vanguard’s global head of advice methodology discusses key trends in company retirement plans: contributions, allocations, and advice-seeking.
Published 07/25/23
Morningstar’s chief U.S. investment strategist weighs in on the value/growth divide, the ‘Magnificent 7,’ and what’s under- and overvalued today.
Published 07/18/23
The author discusses updates he made to the latest edition of his popular investing book, plus we discuss the returns outlook, TIPS ladders, and more.
Published 07/11/23
The author and financial researcher discusses his new book on the rise of Modern Portfolio Theory and practice.
Published 07/04/23
Authors Fritz Gilbert and Eric Weigel discuss what preretirees miss when planning their own retirements.
Published 06/27/23
The New York Times economics reporter on the state of the economy and inflation, tax policy, wealth inequality, and more.
Published 06/20/23
The WisdomTree CIO on ‘do-nothing’ strategies, the market outlook, what constitutes a risk factor, and more.
Published 06/13/23
The author and personal finance expert discusses his new Netflix show, what it means to have a ‘rich life,’ and why he’s not a fan of budgeting.
Published 06/06/23
The legendary Fidelity manager discusses his biggest investing mistake, the implications of AI for portfolio management, and how private equity affects investors in public securities.
Published 05/30/23
How having sufficient assets for one’s own lifetime affects decision-making for investments, charitable giving, estate planning, and taxes.
Published 05/23/23