Active Management

Jun 2, 2022 Episode 203: S*** (Misguided) Financial Advisors Say Jun 2, 2022
Jan 27, 2022 Episode 185: Lighting your Money on Fire with Thematic ETFs Jan 27, 2022
Oct 14, 2021 Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance Oct 14, 2021
Sep 16, 2021 Episode 167: Prof. Hersh Shefrin: Fear, Hope, and the Psychology of Investing Sep 16, 2021
Jul 8, 2021 Episode 157: Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum Jul 8, 2021
May 27, 2021 Episode 151: Prof. Brad Cornell: A Skeptic’s Look at the Cross Section of Expected Returns May 27, 2021
Apr 8, 2021 Episode 144: "Buy the Dip" Apr 8, 2021
Feb 11, 2021 Episode 136: Chasing Top Fund Managers Feb 11, 2021
Jan 28, 2021 Episode 134: The IPO Lottery, Planning for Wellness, and Talking Cents Jan 28, 2021
Nov 19, 2020 Episode 125: (Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation Nov 19, 2020
Nov 12, 2020 Episode 124: Prof. Lubos Pastor: Equilibrium Models vs. Intuition Nov 12, 2020
Oct 22, 2020 Episode 121: Day Trading and Overconfidence Oct 22, 2020
Sep 17, 2020 Episode 116: Mark Hebner: Recovering from Active Management through Education Sep 17, 2020
Sep 10, 2020 Episode 115: Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update Sep 10, 2020
Aug 27, 2020 Episode 113: Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio Aug 27, 2020
Jul 16, 2020 Episode 107: Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes Jul 16, 2020
Jun 18, 2020 Episode 103: Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz Jun 18, 2020

Advanced Topics

Jan 5, 2023 Episode 234: Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance Jan 5, 2023
Nov 3, 2022 Episode 225: The Index Fund "Tipping Point" Nov 3, 2022
Sep 29, 2022 Episode 220: Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited Sep 29, 2022
Aug 25, 2022 Episode 215: Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein) Aug 25, 2022
Aug 11, 2022 Episode 213: Expected Returns and Factor Investing Aug 11, 2022
Aug 4, 2022 Episode 212: Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets Aug 4, 2022
Jun 30, 2022 Episode 207: What is Money? (plus Reading Habits w/ Dan Solin) Jun 30, 2022
May 26, 2022 Episode 202: Antti Ilmanen: The Building Blocks of Long-Run Returns May 26, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Apr 14, 2022 Episode 196: Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia Apr 14, 2022
Mar 24, 2022 Episode 193: (Modern) Modern Portfolio Theory (plus The Importance of Reading w/ Larry Swedroe) Mar 24, 2022
Mar 10, 2022 Episode 191: Emerging Markets: Diversifying Asset or a Reverse Lottery? (plus Reading Habits w/ Morgan Housel) Mar 10, 2022
Jan 27, 2022 Episode 185: Lighting your Money on Fire with Thematic ETFs Jan 27, 2022
Oct 14, 2021 Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance Oct 14, 2021
Sep 30, 2021 Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory Sep 30, 2021
Aug 19, 2021 Episode 163: Dave Plecha: The Long and Short of Investing in Bonds Aug 19, 2021
Jul 8, 2021 Episode 157: Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum Jul 8, 2021
May 27, 2021 Episode 151: Prof. Brad Cornell: A Skeptic’s Look at the Cross Section of Expected Returns May 27, 2021
May 13, 2021 Episode 149: Prof. Robert Novy-Marx: The Other Side of Value May 13, 2021
Apr 22, 2021 Episode 146: Do Expected Stock Returns Wear a CAPE? Apr 22, 2021
Mar 11, 2021 Episode 140: Where do Stock Returns Come From? Mar 11, 2021
Mar 4, 2021 Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 Mar 4, 2021
Feb 25, 2021 Episode 138: Factor Investing in Fixed Income Feb 25, 2021
Feb 11, 2021 Episode 136: Chasing Top Fund Managers Feb 11, 2021
Jan 14, 2021 Episode 132: Cullen Roche: Understanding the Modern Monetary System Jan 14, 2021
Nov 19, 2020 Episode 125: (Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation Nov 19, 2020
Nov 12, 2020 Episode 124: Prof. Lubos Pastor: Equilibrium Models vs. Intuition Nov 12, 2020

Alternative Investments

Sep 22, 2022 Episode 219: Expected Returns for Alternative Asset Classes (plus Reading Habits w/ David Senra) Sep 22, 2022
Sep 1, 2022 Episode 216: Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity Sep 1, 2022
Jul 21, 2022 Episode 210: Prof. Ludovic Phalippou: Private Equity, Under the Hood Jul 21, 2022
May 26, 2022 Episode 202: Antti Ilmanen: The Building Blocks of Long-Run Returns May 26, 2022
Mar 31, 2022 Episode 194: Bill Janeway: Investing in the Innovation Economy Mar 31, 2022
Jan 20, 2022 Episode 184: Robin Wigglesworth: The Story of Index Funds Jan 20, 2022
Aug 27, 2020 Episode 113: Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio Aug 27, 2020
Jul 2, 2020 Episode 105: Dimensional's ETFs, Private Equity, and Prescribed Rate Loans Jul 2, 2020

Annuities

Jul 23, 2020 Episode 108: Dr. William Bernstein: Praying for a Bear Market Jul 23, 2020
Jun 25, 2020 Episode 104: Fred Vettese: A Complete Guide to Retirement Income Jun 25, 2020
Jun 4, 2020 Episode 101: Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic Jun 4, 2020

Charitable Giving

Sep 2, 2021 Episode 165: Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning Sep 2, 2021

Decision Making

Mar 3, 2022 Episode 190: Leonard Mlodinow: Emotions are Rational Mar 3, 2022
Feb 17, 2022 Episode 188: Prof. Ayelet Fishbach: The Science of Motivation Feb 17, 2022
Feb 3, 2022 Episode 186: Andrew Hallam: Balancing Money, Relationships, Health, and Purpose Feb 3, 2022
Nov 25, 2021 Episode 177: Dr. Anna Lembke: Dopamine & Decision-Making Nov 25, 2021
Sep 16, 2021 Episode 167: Prof. Hersh Shefrin: Fear, Hope, and the Psychology of Investing Sep 16, 2021
Aug 5, 2021 Episode 161: Prof. Katy Milkman: How to Change your Financial Habits Aug 5, 2021
Jun 10, 2021 Episode 153: Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships Jun 10, 2021
May 6, 2021 Episode 148: Investing in Happiness May 6, 2021
Apr 1, 2021 Episode 143: Ashley Whillans: How to be (Time) Rich Apr 1, 2021
Mar 18, 2021 Episode 141: Hal Hershfield: The Psychology of Long-term Decision Making Mar 18, 2021
Dec 10, 2020 Episode 128: Morgan Housel: The Psychology of Money Dec 10, 2020
Nov 26, 2020 Episode 126: Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy - How Financial Pros Invest Nov 26, 2020
Oct 29, 2020 Episode 122: Prof. Moshe Milevsky: Solving the Retirement Equation Oct 29, 2020
Oct 15, 2020 Episode 120: Annie Duke: How to Decide Oct 15, 2020
Sep 3, 2020 Episode 114: Patricia Lovett-Reid: Financial Wellness in a Crisis Sep 3, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

Dividends

May 19, 2022 Episode 201: The Relevance of Dividend Irrelevance May 19, 2022
Dec 3, 2020 Episode 127: Fooled by Dividends, and the Future of Financial Planning Research Dec 3, 2020

EMH

Jan 5, 2023 Episode 234: Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance Jan 5, 2023
Dec 15, 2022 Episode 231: Investing Basics and Common Questions (plus Reading Habits w/ Amer Kaissi) Dec 15, 2022
Nov 3, 2022 Episode 225: The Index Fund "Tipping Point" Nov 3, 2022
Sep 29, 2022 Episode 220: Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited Sep 29, 2022
Aug 4, 2022 Episode 212: Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets Aug 4, 2022
May 12, 2022 Episode 200: Prof. Eugene Fama May 12, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Apr 14, 2022 Episode 196: Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia Apr 14, 2022
Mar 24, 2022 Episode 193: (Modern) Modern Portfolio Theory (plus The Importance of Reading w/ Larry Swedroe) Mar 24, 2022
Jan 13, 2022 Episode 183: Market Efficiency Myths and Misconceptions Jan 13, 2022
Sep 30, 2021 Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory Sep 30, 2021
May 27, 2021 Episode 151: Prof. Brad Cornell: A Skeptic’s Look at the Cross Section of Expected Returns May 27, 2021
May 13, 2021 Episode 149: Prof. Robert Novy-Marx: The Other Side of Value May 13, 2021
Apr 8, 2021 Episode 144: "Buy the Dip" Apr 8, 2021
Mar 11, 2021 Episode 140: Where do Stock Returns Come From? Mar 11, 2021
Mar 4, 2021 Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 Mar 4, 2021
Jan 21, 2021 Episode 133: Adriana Robertson: "Passive" Investing, and What Matters to Investors Jan 21, 2021
Jan 7, 2021 Episode 131: David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple Jan 7, 2021
Dec 17, 2020 Episode 129: Five Factor Investing with ETFs Dec 17, 2020
Nov 12, 2020 Episode 124: Prof. Lubos Pastor: Equilibrium Models vs. Intuition Nov 12, 2020
Sep 17, 2020 Episode 116: Mark Hebner: Recovering from Active Management through Education Sep 17, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

ESG

Mar 17, 2022 Episode 192: Prof. Alex Edmans: Growing the Pie: A Different Take on ESG Mar 17, 2022
Sep 10, 2020 Episode 115: Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update Sep 10, 2020

Economics

Jun 9, 2022 Episode 204: Prof. John A. List: Improving the World with Economics Jun 9, 2022
May 12, 2022 Episode 200: Prof. Eugene Fama May 12, 2022
Mar 31, 2022 Episode 194: Bill Janeway: Investing in the Innovation Economy Mar 31, 2022
Feb 28, 2022 Special Episode: Stocks, Bonds, and War Feb 28, 2022
Nov 12, 2020 Episode 124: Prof. Lubos Pastor: Equilibrium Models vs. Intuition Nov 12, 2020
Aug 13, 2020 Episode 111: Gold, Insuring your Insurance, and Bank Sales Pitches Aug 13, 2020
Aug 6, 2020 Episode 110: Craig Alexander: No Crisis Should Ever go to Waste Aug 6, 2020
Jul 9, 2020 Episode 106: Dr. Jim Stanford: The Economics of Capitalism in a Crisis Jul 9, 2020

Emerging Markets

Mar 10, 2022 Episode 191: Emerging Markets: Diversifying Asset or a Reverse Lottery? (plus Reading Habits w/ Morgan Housel) Mar 10, 2022
Oct 14, 2021 Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance Oct 14, 2021

Expected Returns

Oct 27, 2022 Episode 224: Prof. Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills Oct 27, 2022
Sep 29, 2022 Episode 220: Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited Sep 29, 2022
Sep 22, 2022 Episode 219: Expected Returns for Alternative Asset Classes (plus Reading Habits w/ David Senra) Sep 22, 2022
Sep 1, 2022 Episode 216: Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity Sep 1, 2022
Aug 11, 2022 Episode 213: Expected Returns and Factor Investing Aug 11, 2022
Jul 28, 2022 Episode 211: Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe) Jul 28, 2022
Jul 21, 2022 Episode 210: Prof. Ludovic Phalippou: Private Equity, Under the Hood Jul 21, 2022
Jun 16, 2022 Episode 205: Tech vs. Value, and Private Equity vs. Public Equity Jun 16, 2022
May 26, 2022 Episode 202: Antti Ilmanen: The Building Blocks of Long-Run Returns May 26, 2022
May 19, 2022 Episode 201: The Relevance of Dividend Irrelevance May 19, 2022
May 12, 2022 Episode 200: Prof. Eugene Fama May 12, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Apr 14, 2022 Episode 196: Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia Apr 14, 2022
Mar 31, 2022 Episode 194: Bill Janeway: Investing in the Innovation Economy Mar 31, 2022
Mar 24, 2022 Episode 193: (Modern) Modern Portfolio Theory (plus The Importance of Reading w/ Larry Swedroe) Mar 24, 2022
Mar 17, 2022 Episode 192: Prof. Alex Edmans: Growing the Pie: A Different Take on ESG Mar 17, 2022
Mar 10, 2022 Episode 191: Emerging Markets: Diversifying Asset or a Reverse Lottery? (plus Reading Habits w/ Morgan Housel) Mar 10, 2022
Feb 28, 2022 Special Episode: Stocks, Bonds, and War Feb 28, 2022
Jan 27, 2022 Episode 185: Lighting your Money on Fire with Thematic ETFs Jan 27, 2022
Oct 28, 2021 Episode 173: Antonio Picca: From Index Investing to Factor Investing at Vanguard Oct 28, 2021
Oct 14, 2021 Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance Oct 14, 2021
Sep 30, 2021 Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory Sep 30, 2021
Jul 8, 2021 Episode 157: Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum Jul 8, 2021
May 13, 2021 Episode 149: Prof. Robert Novy-Marx: The Other Side of Value May 13, 2021
Apr 29, 2021 Episode 147: Paul Merriman: We're Talking Millions Apr 29, 2021
Apr 22, 2021 Episode 146: Do Expected Stock Returns Wear a CAPE? Apr 22, 2021
Apr 8, 2021 Episode 144: "Buy the Dip" Apr 8, 2021
Mar 11, 2021 Episode 140: Where do Stock Returns Come From? Mar 11, 2021
Mar 4, 2021 Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 Mar 4, 2021
Feb 11, 2021 Episode 136: Chasing Top Fund Managers Feb 11, 2021
Jan 28, 2021 Episode 134: The IPO Lottery, Planning for Wellness, and Talking Cents Jan 28, 2021
Jan 21, 2021 Episode 133: Adriana Robertson: "Passive" Investing, and What Matters to Investors Jan 21, 2021
Jan 7, 2021 Episode 131: David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple Jan 7, 2021
Dec 17, 2020 Episode 129: Five Factor Investing with ETFs Dec 17, 2020
Nov 19, 2020 Episode 125: (Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation Nov 19, 2020
Nov 12, 2020 Episode 124: Prof. Lubos Pastor: Equilibrium Models vs. Intuition Nov 12, 2020
Oct 22, 2020 Episode 121: Day Trading and Overconfidence Oct 22, 2020
Sep 17, 2020 Episode 116: Mark Hebner: Recovering from Active Management through Education Sep 17, 2020
Sep 10, 2020 Episode 115: Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update Sep 10, 2020
Aug 27, 2020 Episode 113: Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio Aug 27, 2020
Jul 23, 2020 Episode 108: Dr. William Bernstein: Praying for a Bear Market Jul 23, 2020
Jul 16, 2020 Episode 107: Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes Jul 16, 2020
Jun 18, 2020 Episode 103: Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz Jun 18, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

Factor Investing

Jan 5, 2023 Episode 234: Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance Jan 5, 2023
Nov 24, 2022 Episode 228: Eduardo Repetto: Deep Dive with Avantis Investors' CIO Nov 24, 2022
Nov 17, 2022 Episode 227: Who Should Invest in (Cap Weighted) Index Funds? Nov 17, 2022
Sep 29, 2022 Episode 220: Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited Sep 29, 2022
Sep 1, 2022 Episode 216: Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity Sep 1, 2022
Aug 11, 2022 Episode 213: Expected Returns and Factor Investing Aug 11, 2022
Aug 4, 2022 Episode 212: Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets Aug 4, 2022
May 19, 2022 Episode 201: The Relevance of Dividend Irrelevance May 19, 2022
May 12, 2022 Episode 200: Prof. Eugene Fama May 12, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Apr 14, 2022 Episode 196: Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia Apr 14, 2022
Mar 24, 2022 Episode 193: (Modern) Modern Portfolio Theory (plus The Importance of Reading w/ Larry Swedroe) Mar 24, 2022
Jan 27, 2022 Episode 185: Lighting your Money on Fire with Thematic ETFs Jan 27, 2022
Oct 28, 2021 Episode 173: Antonio Picca: From Index Investing to Factor Investing at Vanguard Oct 28, 2021
Sep 30, 2021 Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory Sep 30, 2021
Sep 23, 2021 Episode 168: A Replication Crisis and a Housing Crisis Sep 23, 2021
Sep 16, 2021 Episode 167: Prof. Hersh Shefrin: Fear, Hope, and the Psychology of Investing Sep 16, 2021
Aug 19, 2021 Episode 163: Dave Plecha: The Long and Short of Investing in Bonds Aug 19, 2021
Jul 22, 2021 Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Jul 22, 2021
Jul 8, 2021 Episode 157: Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum Jul 8, 2021
May 27, 2021 Episode 151: Prof. Brad Cornell: A Skeptic’s Look at the Cross Section of Expected Returns May 27, 2021
May 13, 2021 Episode 149: Prof. Robert Novy-Marx: The Other Side of Value May 13, 2021
Apr 29, 2021 Episode 147: Paul Merriman: We're Talking Millions Apr 29, 2021
Feb 25, 2021 Episode 138: Factor Investing in Fixed Income Feb 25, 2021
Jan 21, 2021 Episode 133: Adriana Robertson: "Passive" Investing, and What Matters to Investors Jan 21, 2021
Jan 7, 2021 Episode 131: David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple Jan 7, 2021
Dec 17, 2020 Episode 129: Five Factor Investing with ETFs Dec 17, 2020
Sep 17, 2020 Episode 116: Mark Hebner: Recovering from Active Management through Education Sep 17, 2020
Jul 23, 2020 Episode 108: Dr. William Bernstein: Praying for a Bear Market Jul 23, 2020
Jul 16, 2020 Episode 107: Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes Jul 16, 2020
Jul 2, 2020 Episode 105: Dimensional's ETFs, Private Equity, and Prescribed Rate Loans Jul 2, 2020
Jun 4, 2020 Episode 101: Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic Jun 4, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

Financial Advisors

Jan 19, 2023 Episode 236: Harold Geller: "I Sue Financial Advisors" Jan 19, 2023
Jun 2, 2022 Episode 203: S*** (Misguided) Financial Advisors Say Jun 2, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Sep 30, 2021 Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory Sep 30, 2021
Aug 12, 2021 Episode 162: How to Select a (Good) Financial Advisor Aug 12, 2021
Jul 22, 2021 Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Jul 22, 2021
Apr 29, 2021 Episode 147: Paul Merriman: We're Talking Millions Apr 29, 2021
Mar 25, 2021 Episode 142: What is Financial Advice? Mar 25, 2021
Jan 7, 2021 Episode 131: David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple Jan 7, 2021
Sep 17, 2020 Episode 116: Mark Hebner: Recovering from Active Management through Education Sep 17, 2020
Sep 3, 2020 Episode 114: Patricia Lovett-Reid: Financial Wellness in a Crisis Sep 3, 2020
Aug 20, 2020 Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice Aug 20, 2020
Jul 23, 2020 Episode 108: Dr. William Bernstein: Praying for a Bear Market Jul 23, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

Financial Literacy

Jan 19, 2023 Episode 236: Harold Geller: "I Sue Financial Advisors" Jan 19, 2023
Jan 5, 2023 Episode 234: Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance Jan 5, 2023
Dec 22, 2022 Episode 232: Dr. Annamaria Lusardi: The Economic Importance of Financial Literacy Dec 22, 2022
Sep 8, 2022 Episode 217: The Expected Returns of Financial Literacy Sep 8, 2022
Feb 3, 2022 Episode 186: Andrew Hallam: Balancing Money, Relationships, Health, and Purpose Feb 3, 2022
Nov 11, 2021 Episode 175: Robin Taub: The Wisest Investment: Teaching Kids About Money Nov 11, 2021
Jun 24, 2021 Episode 155: Don Ezra: Planning for Life After Full Time Work Jun 24, 2021
Apr 29, 2021 Episode 147: Paul Merriman: We're Talking Millions Apr 29, 2021
Feb 18, 2021 Episode 137: David Blanchett: Researching Retirement Feb 18, 2021
Dec 10, 2020 Episode 128: Morgan Housel: The Psychology of Money Dec 10, 2020
Sep 17, 2020 Episode 116: Mark Hebner: Recovering from Active Management through Education Sep 17, 2020
Sep 3, 2020 Episode 114: Patricia Lovett-Reid: Financial Wellness in a Crisis Sep 3, 2020
Aug 20, 2020 Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice Aug 20, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

Financial Planning

Jan 19, 2023 Episode 236: Harold Geller: "I Sue Financial Advisors" Jan 19, 2023
Oct 27, 2022 Episode 224: Prof. Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills Oct 27, 2022
Oct 20, 2022 Episode 223: A Financial Goals Master List (n=310) Oct 20, 2022
Oct 6, 2022 Episode 221: Permanent Life Insurance Oct 6, 2022
Sep 15, 2022 Episode 218: Colleen Ammerman: Gender and Human Capital Sep 15, 2022
Sep 8, 2022 Episode 217: The Expected Returns of Financial Literacy Sep 8, 2022
Aug 11, 2022 Episode 213: Expected Returns and Factor Investing Aug 11, 2022
Feb 17, 2022 Episode 188: Prof. Ayelet Fishbach: The Science of Motivation Feb 17, 2022
Feb 3, 2022 Episode 186: Andrew Hallam: Balancing Money, Relationships, Health, and Purpose Feb 3, 2022
Sep 2, 2021 Episode 165: Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning Sep 2, 2021
Aug 26, 2021 Episode 164: Comprehensive Overview: The 4% Rule Aug 26, 2021
Jul 22, 2021 Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Jul 22, 2021
Jun 24, 2021 Episode 155: Don Ezra: Planning for Life After Full Time Work Jun 24, 2021
Jun 10, 2021 Episode 153: Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships Jun 10, 2021
Apr 29, 2021 Episode 147: Paul Merriman: We're Talking Millions Apr 29, 2021
Mar 25, 2021 Episode 142: What is Financial Advice? Mar 25, 2021
Feb 18, 2021 Episode 137: David Blanchett: Researching Retirement Feb 18, 2021
Jan 28, 2021 Episode 134: The IPO Lottery, Planning for Wellness, and Talking Cents Jan 28, 2021
Jan 7, 2021 Episode 131: David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple Jan 7, 2021
Dec 10, 2020 Episode 128: Morgan Housel: The Psychology of Money Dec 10, 2020
Dec 3, 2020 Episode 127: Fooled by Dividends, and the Future of Financial Planning Research Dec 3, 2020
Oct 29, 2020 Episode 122: Prof. Moshe Milevsky: Solving the Retirement Equation Oct 29, 2020
Sep 17, 2020 Episode 116: Mark Hebner: Recovering from Active Management through Education Sep 17, 2020
Sep 3, 2020 Episode 114: Patricia Lovett-Reid: Financial Wellness in a Crisis Sep 3, 2020
Aug 27, 2020 Episode 113: Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio Aug 27, 2020
Aug 20, 2020 Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice Aug 20, 2020
Aug 13, 2020 Episode 111: Gold, Insuring your Insurance, and Bank Sales Pitches Aug 13, 2020
Jul 23, 2020 Episode 108: Dr. William Bernstein: Praying for a Bear Market Jul 23, 2020
Jul 16, 2020 Episode 107: Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes Jul 16, 2020
Jul 2, 2020 Episode 105: Dimensional's ETFs, Private Equity, and Prescribed Rate Loans Jul 2, 2020
Jun 25, 2020 Episode 104: Fred Vettese: A Complete Guide to Retirement Income Jun 25, 2020
Jun 18, 2020 Episode 103: Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz Jun 18, 2020
Jun 11, 2020 Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life Jun 11, 2020
Jun 4, 2020 Episode 101: Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic Jun 4, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

Fixed Income

May 5, 2022 Episode 199: What Happens after Bonds Crash? (plus Reading Habits w/ Aydin Mirzaee) May 5, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Apr 21, 2022 Episode 197: The Immortality of Bonds Apr 21, 2022
Aug 19, 2021 Episode 163: Dave Plecha: The Long and Short of Investing in Bonds Aug 19, 2021
Feb 25, 2021 Episode 138: Factor Investing in Fixed Income Feb 25, 2021

Fundamental Topics

Jan 26, 2023 Episode 237: Who are you, and who do you want to be? Jan 26, 2023
Jan 19, 2023 Episode 236: Harold Geller: "I Sue Financial Advisors" Jan 19, 2023
Dec 15, 2022 Episode 231: Investing Basics and Common Questions (plus Reading Habits w/ Amer Kaissi) Dec 15, 2022
Nov 17, 2022 Episode 227: Who Should Invest in (Cap Weighted) Index Funds? Nov 17, 2022
Oct 6, 2022 Episode 221: Permanent Life Insurance Oct 6, 2022
Sep 8, 2022 Episode 217: The Expected Returns of Financial Literacy Sep 8, 2022
May 12, 2022 Episode 200: Prof. Eugene Fama May 12, 2022
Feb 3, 2022 Episode 186: Andrew Hallam: Balancing Money, Relationships, Health, and Purpose Feb 3, 2022
Jan 13, 2022 Episode 183: Market Efficiency Myths and Misconceptions Jan 13, 2022
Aug 26, 2021 Episode 164: Comprehensive Overview: The 4% Rule Aug 26, 2021
Jul 22, 2021 Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Jul 22, 2021
Jun 24, 2021 Episode 155: Don Ezra: Planning for Life After Full Time Work Jun 24, 2021
Dec 17, 2020 Episode 129: Five Factor Investing with ETFs Dec 17, 2020
Jul 23, 2020 Episode 108: Dr. William Bernstein: Praying for a Bear Market Jul 23, 2020
Jun 25, 2020 Episode 104: Fred Vettese: A Complete Guide to Retirement Income Jun 25, 2020
Jun 11, 2020 Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life Jun 11, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

Goal Setting

Jan 26, 2023 Episode 237: Who are you, and who do you want to be? Jan 26, 2023
Nov 10, 2022 Episode 226: Colonel Chris Hadfield: An Astronaut's Guide to Life on Earth Nov 10, 2022
Oct 20, 2022 Episode 223: A Financial Goals Master List (n=310) Oct 20, 2022
Oct 13, 2022 Episode 222: Cassie Holmes: Being Happier Oct 13, 2022
Feb 17, 2022 Episode 188: Prof. Ayelet Fishbach: The Science of Motivation Feb 17, 2022
Feb 10, 2022 Episode 187: How to Set Financial Goals (and Reading Challenge Launch w/ Heather Reisman) Feb 10, 2022
Feb 3, 2022 Episode 186: Andrew Hallam: Balancing Money, Relationships, Health, and Purpose Feb 3, 2022
Jul 22, 2021 Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Jul 22, 2021
Dec 10, 2020 Episode 128: Morgan Housel: The Psychology of Money Dec 10, 2020
Aug 20, 2020 Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice Aug 20, 2020
Jun 11, 2020 Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life Jun 11, 2020

Happiness

Oct 13, 2022 Episode 222: Cassie Holmes: Being Happier Oct 13, 2022
Jun 2, 2022 Episode 203: S*** (Misguided) Financial Advisors Say Jun 2, 2022
Feb 24, 2022 Episode 189: Regret (and How to Read More w/ Neil Pasricha) Feb 24, 2022
Feb 3, 2022 Episode 186: Andrew Hallam: Balancing Money, Relationships, Health, and Purpose Feb 3, 2022
Aug 5, 2021 Episode 161: Prof. Katy Milkman: How to Change your Financial Habits Aug 5, 2021
Jul 22, 2021 Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Jul 22, 2021
Jun 24, 2021 Episode 155: Don Ezra: Planning for Life After Full Time Work Jun 24, 2021
May 6, 2021 Episode 148: Investing in Happiness May 6, 2021
Apr 29, 2021 Episode 147: Paul Merriman: We're Talking Millions Apr 29, 2021
Apr 1, 2021 Episode 143: Ashley Whillans: How to be (Time) Rich Apr 1, 2021
Mar 18, 2021 Episode 141: Hal Hershfield: The Psychology of Long-term Decision Making Mar 18, 2021
Jan 28, 2021 Episode 134: The IPO Lottery, Planning for Wellness, and Talking Cents Jan 28, 2021
Dec 10, 2020 Episode 128: Morgan Housel: The Psychology of Money Dec 10, 2020
Sep 3, 2020 Episode 114: Patricia Lovett-Reid: Financial Wellness in a Crisis Sep 3, 2020
Jun 11, 2020 Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life Jun 11, 2020

Historical Data

Oct 27, 2022 Episode 224: Prof. Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills Oct 27, 2022
Aug 11, 2022 Episode 213: Expected Returns and Factor Investing Aug 11, 2022
Jul 28, 2022 Episode 211: Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe) Jul 28, 2022
Jun 16, 2022 Episode 205: Tech vs. Value, and Private Equity vs. Public Equity Jun 16, 2022
May 26, 2022 Episode 202: Antti Ilmanen: The Building Blocks of Long-Run Returns May 26, 2022
May 19, 2022 Episode 201: The Relevance of Dividend Irrelevance May 19, 2022
May 12, 2022 Episode 200: Prof. Eugene Fama May 12, 2022
May 5, 2022 Episode 199: What Happens after Bonds Crash? (plus Reading Habits w/ Aydin Mirzaee) May 5, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Apr 21, 2022 Episode 197: The Immortality of Bonds Apr 21, 2022
Mar 10, 2022 Episode 191: Emerging Markets: Diversifying Asset or a Reverse Lottery? (plus Reading Habits w/ Morgan Housel) Mar 10, 2022
Feb 28, 2022 Special Episode: Stocks, Bonds, and War Feb 28, 2022
Jan 27, 2022 Episode 185: Lighting your Money on Fire with Thematic ETFs Jan 27, 2022
Sep 23, 2021 Episode 168: A Replication Crisis and a Housing Crisis Sep 23, 2021
Aug 26, 2021 Episode 164: Comprehensive Overview: The 4% Rule Aug 26, 2021
Apr 22, 2021 Episode 146: Do Expected Stock Returns Wear a CAPE? Apr 22, 2021
Apr 8, 2021 Episode 144: "Buy the Dip" Apr 8, 2021
Mar 11, 2021 Episode 140: Where do Stock Returns Come From? Mar 11, 2021
Mar 4, 2021 Episode 139: Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 Mar 4, 2021
Feb 11, 2021 Episode 136: Chasing Top Fund Managers Feb 11, 2021
Feb 4, 2021 Episode 135: William Bengen: The 5% Rule for Retirement Spending Feb 4, 2021
Jan 7, 2021 Episode 131: David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple Jan 7, 2021
Dec 17, 2020 Episode 129: Five Factor Investing with ETFs Dec 17, 2020
Nov 12, 2020 Episode 124: Prof. Lubos Pastor: Equilibrium Models vs. Intuition Nov 12, 2020
Sep 17, 2020 Episode 116: Mark Hebner: Recovering from Active Management through Education Sep 17, 2020
Jul 23, 2020 Episode 108: Dr. William Bernstein: Praying for a Bear Market Jul 23, 2020

Housing

Jul 14, 2022 Episode 209: Optimal Allocations to Owned Housing & Gender Equality in Financial Planning Jul 14, 2022
Apr 14, 2022 Episode 196: Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia Apr 14, 2022
Dec 16, 2021 Episode 180: Is Canada Really in a Housing Bubble? Dec 16, 2021
Sep 23, 2021 Episode 168: A Replication Crisis and a Housing Crisis Sep 23, 2021

Index Funds

Sep 1, 2022 Episode 216: Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity Sep 1, 2022
Aug 4, 2022 Episode 212: Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets Aug 4, 2022
May 12, 2022 Episode 200: Prof. Eugene Fama May 12, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Feb 3, 2022 Episode 186: Andrew Hallam: Balancing Money, Relationships, Health, and Purpose Feb 3, 2022
Jan 20, 2022 Episode 184: Robin Wigglesworth: The Story of Index Funds Jan 20, 2022
Jan 6, 2022 Episode 182: John 'Mac' McQuown: The Data Will Sort That Out Jan 6, 2022
Oct 28, 2021 Episode 173: Antonio Picca: From Index Investing to Factor Investing at Vanguard Oct 28, 2021
Sep 30, 2021 Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory Sep 30, 2021
Sep 16, 2021 Episode 167: Prof. Hersh Shefrin: Fear, Hope, and the Psychology of Investing Sep 16, 2021
Jul 22, 2021 Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Jul 22, 2021
Jan 7, 2021 Episode 131: David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple Jan 7, 2021
Dec 17, 2020 Episode 129: Five Factor Investing with ETFs Dec 17, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

Inflation

Jan 14, 2021 Episode 132: Cullen Roche: Understanding the Modern Monetary System Jan 14, 2021
Nov 12, 2020 Episode 124: Prof. Lubos Pastor: Equilibrium Models vs. Intuition Nov 12, 2020
Sep 24, 2020 Episode 117: A Message from the Bank of Canada, and Safe Withdrawal Rates with Factor Tilts Sep 24, 2020
Aug 6, 2020 Episode 110: Craig Alexander: No Crisis Should Ever go to Waste Aug 6, 2020
Jul 9, 2020 Episode 106: Dr. Jim Stanford: The Economics of Capitalism in a Crisis Jul 9, 2020

Insurance

Oct 6, 2022 Episode 221: Permanent Life Insurance Oct 6, 2022
Apr 14, 2022 Episode 196: Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia Apr 14, 2022

Investor Behavior

Jun 9, 2022 Episode 204: Prof. John A. List: Improving the World with Economics Jun 9, 2022
May 19, 2022 Episode 201: The Relevance of Dividend Irrelevance May 19, 2022
May 12, 2022 Episode 200: Prof. Eugene Fama May 12, 2022
May 5, 2022 Episode 199: What Happens after Bonds Crash? (plus Reading Habits w/ Aydin Mirzaee) May 5, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Nov 25, 2021 Episode 177: Dr. Anna Lembke: Dopamine & Decision-Making Nov 25, 2021
Sep 16, 2021 Episode 167: Prof. Hersh Shefrin: Fear, Hope, and the Psychology of Investing Sep 16, 2021
Jul 22, 2021 Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Jul 22, 2021
Jun 10, 2021 Episode 153: Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships Jun 10, 2021
Feb 11, 2021 Episode 136: Chasing Top Fund Managers Feb 11, 2021
Jan 21, 2021 Episode 133: Adriana Robertson: "Passive" Investing, and What Matters to Investors Jan 21, 2021
Oct 29, 2020 Episode 122: Prof. Moshe Milevsky: Solving the Retirement Equation Oct 29, 2020
Oct 22, 2020 Episode 121: Day Trading and Overconfidence Oct 22, 2020
Oct 1, 2020 Episode 118: Victor Ricciardi: The Psychology of Investing — Bounded Rationality Oct 1, 2020
Sep 10, 2020 Episode 115: Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update Sep 10, 2020
Sep 3, 2020 Episode 114: Patricia Lovett-Reid: Financial Wellness in a Crisis Sep 3, 2020
Jun 18, 2020 Episode 103: Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz Jun 18, 2020

Kids and Money

Nov 11, 2021 Episode 175: Robin Taub: The Wisest Investment: Teaching Kids About Money Nov 11, 2021
Apr 15, 2021 Episode 145: Jennifer Risher: Talking About Money Apr 15, 2021

Money (Ontology)

Jun 30, 2022 Episode 207: What is Money? (plus Reading Habits w/ Dan Solin) Jun 30, 2022
Jan 14, 2021 Episode 132: Cullen Roche: Understanding the Modern Monetary System Jan 14, 2021

Portfolio Management

Jan 5, 2023 Episode 234: Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance Jan 5, 2023
Nov 24, 2022 Episode 228: Eduardo Repetto: Deep Dive with Avantis Investors' CIO Nov 24, 2022
Nov 17, 2022 Episode 227: Who Should Invest in (Cap Weighted) Index Funds? Nov 17, 2022
Sep 29, 2022 Episode 220: Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited Sep 29, 2022
Sep 1, 2022 Episode 216: Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity Sep 1, 2022
Aug 25, 2022 Episode 215: Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein) Aug 25, 2022
Aug 11, 2022 Episode 213: Expected Returns and Factor Investing Aug 11, 2022
May 26, 2022 Episode 202: Antti Ilmanen: The Building Blocks of Long-Run Returns May 26, 2022
May 12, 2022 Episode 200: Prof. Eugene Fama May 12, 2022
May 5, 2022 Episode 199: What Happens after Bonds Crash? (plus Reading Habits w/ Aydin Mirzaee) May 5, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Mar 24, 2022 Episode 193: (Modern) Modern Portfolio Theory (plus The Importance of Reading w/ Larry Swedroe) Mar 24, 2022
Mar 17, 2022 Episode 192: Prof. Alex Edmans: Growing the Pie: A Different Take on ESG Mar 17, 2022
Mar 10, 2022 Episode 191: Emerging Markets: Diversifying Asset or a Reverse Lottery? (plus Reading Habits w/ Morgan Housel) Mar 10, 2022
Jan 27, 2022 Episode 185: Lighting your Money on Fire with Thematic ETFs Jan 27, 2022
Oct 28, 2021 Episode 173: Antonio Picca: From Index Investing to Factor Investing at Vanguard Oct 28, 2021
Oct 14, 2021 Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance Oct 14, 2021
Sep 30, 2021 Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory Sep 30, 2021
Jul 22, 2021 Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Jul 22, 2021
Jul 8, 2021 Episode 157: Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum Jul 8, 2021
May 27, 2021 Episode 151: Prof. Brad Cornell: A Skeptic’s Look at the Cross Section of Expected Returns May 27, 2021
May 13, 2021 Episode 149: Prof. Robert Novy-Marx: The Other Side of Value May 13, 2021
Apr 29, 2021 Episode 147: Paul Merriman: We're Talking Millions Apr 29, 2021
Feb 11, 2021 Episode 136: Chasing Top Fund Managers Feb 11, 2021
Jan 7, 2021 Episode 131: David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple Jan 7, 2021
Dec 17, 2020 Episode 129: Five Factor Investing with ETFs Dec 17, 2020
Nov 12, 2020 Episode 124: Prof. Lubos Pastor: Equilibrium Models vs. Intuition Nov 12, 2020
Sep 17, 2020 Episode 116: Mark Hebner: Recovering from Active Management through Education Sep 17, 2020
Aug 27, 2020 Episode 113: Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio Aug 27, 2020
Aug 13, 2020 Episode 111: Gold, Insuring your Insurance, and Bank Sales Pitches Aug 13, 2020
Jul 23, 2020 Episode 108: Dr. William Bernstein: Praying for a Bear Market Jul 23, 2020
Jul 16, 2020 Episode 107: Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes Jul 16, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

Portfolio Theory

Jan 5, 2023 Episode 234: Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance Jan 5, 2023
Nov 24, 2022 Episode 228: Eduardo Repetto: Deep Dive with Avantis Investors' CIO Nov 24, 2022
Nov 17, 2022 Episode 227: Who Should Invest in (Cap Weighted) Index Funds? Nov 17, 2022
Sep 29, 2022 Episode 220: Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited Sep 29, 2022
Sep 1, 2022 Episode 216: Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity Sep 1, 2022
Aug 11, 2022 Episode 213: Expected Returns and Factor Investing Aug 11, 2022
Aug 4, 2022 Episode 212: Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets Aug 4, 2022
Jul 28, 2022 Episode 211: Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe) Jul 28, 2022
Jul 14, 2022 Episode 209: Optimal Allocations to Owned Housing & Gender Equality in Financial Planning Jul 14, 2022
Jun 16, 2022 Episode 205: Tech vs. Value, and Private Equity vs. Public Equity Jun 16, 2022
May 26, 2022 Episode 202: Antti Ilmanen: The Building Blocks of Long-Run Returns May 26, 2022
May 12, 2022 Episode 200: Prof. Eugene Fama May 12, 2022
Apr 28, 2022 Episode 198: Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO Apr 28, 2022
Apr 14, 2022 Episode 196: Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia Apr 14, 2022
Mar 24, 2022 Episode 193: (Modern) Modern Portfolio Theory (plus The Importance of Reading w/ Larry Swedroe) Mar 24, 2022
Mar 10, 2022 Episode 191: Emerging Markets: Diversifying Asset or a Reverse Lottery? (plus Reading Habits w/ Morgan Housel) Mar 10, 2022
Jan 6, 2022 Episode 182: John 'Mac' McQuown: The Data Will Sort That Out Jan 6, 2022
Oct 14, 2021 Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance Oct 14, 2021
Sep 30, 2021 Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory Sep 30, 2021
Sep 2, 2021 Episode 165: Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning Sep 2, 2021
Jul 8, 2021 Episode 157: Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum Jul 8, 2021
May 27, 2021 Episode 151: Prof. Brad Cornell: A Skeptic’s Look at the Cross Section of Expected Returns May 27, 2021
May 13, 2021 Episode 149: Prof. Robert Novy-Marx: The Other Side of Value May 13, 2021
Jan 21, 2021 Episode 133: Adriana Robertson: "Passive" Investing, and What Matters to Investors Jan 21, 2021
Jan 7, 2021 Episode 131: David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple Jan 7, 2021
Dec 17, 2020 Episode 129: Five Factor Investing with ETFs Dec 17, 2020
Jul 23, 2020 Episode 108: Dr. William Bernstein: Praying for a Bear Market Jul 23, 2020
Jul 16, 2020 Episode 107: Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes Jul 16, 2020
May 28, 2020 Episode 100: Prof. Kenneth French: Expect the Unexpected May 28, 2020

Regret

Jun 2, 2022 Episode 203: S*** (Misguided) Financial Advisors Say Jun 2, 2022
Feb 24, 2022 Episode 189: Regret (and How to Read More w/ Neil Pasricha) Feb 24, 2022

Retirement

Jan 5, 2023 Episode 234: Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance Jan 5, 2023
Dec 1, 2022 Episode 229: The 2% (!?) Rule for Retirement Spending Dec 1, 2022
Sep 2, 2021 Episode 165: Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning Sep 2, 2021
Aug 26, 2021 Episode 164: Comprehensive Overview: The 4% Rule Aug 26, 2021
Jul 22, 2021 Episode 159: Bill Schultheis: Build Wealth and Get on With Your Life Jul 22, 2021
Jun 24, 2021 Episode 155: Don Ezra: Planning for Life After Full Time Work Jun 24, 2021
Apr 29, 2021 Episode 147: Paul Merriman: We're Talking Millions Apr 29, 2021
Apr 15, 2021 Episode 145: Jennifer Risher: Talking About Money Apr 15, 2021
Feb 18, 2021 Episode 137: David Blanchett: Researching Retirement Feb 18, 2021
Feb 4, 2021 Episode 135: William Bengen: The 5% Rule for Retirement Spending Feb 4, 2021
Oct 29, 2020 Episode 122: Prof. Moshe Milevsky: Solving the Retirement Equation Oct 29, 2020
Sep 24, 2020 Episode 117: A Message from the Bank of Canada, and Safe Withdrawal Rates with Factor Tilts Sep 24, 2020
Sep 17, 2020 Episode 116: Mark Hebner: Recovering from Active Management through Education Sep 17, 2020
Aug 20, 2020 Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice Aug 20, 2020
Jul 23, 2020 Episode 108: Dr. William Bernstein: Praying for a Bear Market Jul 23, 2020
Jun 25, 2020 Episode 104: Fred Vettese: A Complete Guide to Retirement Income Jun 25, 2020
Jun 11, 2020 Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life Jun 11, 2020

Safe Withdrawal Rates

Dec 1, 2022 Episode 229: The 2% (!?) Rule for Retirement Spending Dec 1, 2022
Oct 27, 2022 Episode 224: Prof. Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills Oct 27, 2022
Aug 26, 2021 Episode 164: Comprehensive Overview: The 4% Rule Aug 26, 2021
Feb 4, 2021 Episode 135: William Bengen: The 5% Rule for Retirement Spending Feb 4, 2021
Oct 29, 2020 Episode 122: Prof. Moshe Milevsky: Solving the Retirement Equation Oct 29, 2020
Sep 24, 2020 Episode 117: A Message from the Bank of Canada, and Safe Withdrawal Rates with Factor Tilts Sep 24, 2020
Aug 20, 2020 Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice Aug 20, 2020
Jun 25, 2020 Episode 104: Fred Vettese: A Complete Guide to Retirement Income Jun 25, 2020

Technological Revolutions

Mar 31, 2022 Episode 194: Bill Janeway: Investing in the Innovation Economy Mar 31, 2022
Feb 11, 2021 Episode 136: Chasing Top Fund Managers Feb 11, 2021
Nov 19, 2020 Episode 125: (Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation Nov 19, 2020

Understanding Crypto

Sep 23, 2022 Understanding Crypto 17: Ari Juels: The Technical Case for Blockchain Sep 23, 2022
Sep 16, 2022 Understanding Crypto 16: Chris DeRose: Uncensored Crypto Perspectives Sep 16, 2022
Sep 9, 2022 Understanding Crypto 15: Prof. Vili Lehdonvirta: Cryptocracy: The Obfuscation of Power Sep 9, 2022
Sep 2, 2022 Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom Sep 2, 2022
Aug 26, 2022 Understanding Crypto 13: Prof. William Magnuson: Blockchain and Democracy Aug 26, 2022
Aug 19, 2022 Understanding Crypto 12: David Gerard: Crypto Realities Aug 19, 2022
Aug 12, 2022 Understanding Crypto 11: Quinn DuPont: Understanding Crypto: An Interdisciplinary Approach Aug 12, 2022
Aug 5, 2022 Understanding Crypto 10: Prof. Hilary Allen: DeFi: Shadow Banking 2.0? Aug 5, 2022
Jul 29, 2022 Understanding Crypto 9: Prof. Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast) Jul 29, 2022
Jul 22, 2022 Understanding Crypto 8: Tim O'Reilly: How does Web3 Compare to Web 2.0? Jul 22, 2022
Jul 15, 2022 Understanding Crypto 7: Nicholas Weaver: A Computer Scientist's Perspective on Cryptocurrencies and Blockchain Jul 15, 2022
Jul 8, 2022 Understanding Crypto 6: Bruce Schneier: Security, Trust, and Blockchain Jul 8, 2022
Jul 1, 2022 Understanding Crypto 5: Stephen Diehl: The Case Against Crypto Jul 1, 2022
Jun 24, 2022 Understanding Crypto 4: Prof. Tobin Hanspal: The Characteristics of Crypto Investors Jun 24, 2022
Jun 17, 2022 Understanding Crypto 3: Prof. Eswar Prasad: Bitcoin, Banking, and the Future of Money Jun 17, 2022
Jun 10, 2022 Understanding Crypto 2: Prof. Igor Makarov: Economics of the Crypto Ecosystem Jun 10, 2022
Jun 3, 2022 Understanding Crypto 1: Daniel Mescheder: What Problem Do Blockchains Actually Solve? Jun 3, 2022
Dec 9, 2021 Episode 179: Prof. Marco Di Maggio: Crypto, DeFi, and Monetary Policy Dec 9, 2021
Oct 14, 2021 Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance Oct 14, 2021

Year in Review

Dec 23, 2021 Episode 181: A Year in Review Dec 23, 2021
Dec 24, 2020 Episode 130: A Year in Review Dec 24, 2020