The Long View Podcast
1) Carl Richards: The Case for ‘Deeply Human’ Financial Advice
The author and advisor to financial advisors discusses some of his favorite money-related sketches, the ‘fake advice industry,’ and how to have better conversations about money.
2) Mike Pyle: Looking for Uncorrelated Sources of Return
An investor and policymaker emphasizes the importance of alternative strategies in an uncertain macro environment.
3) Barry Ritholtz: ‘How Not to Invest’
The prolific writer, host, and investor tells us why he has no plans to stop.
4) Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans
The author and ‘workplace futurist’ discusses how people born between 1965-80 can improve their retirement wherewithal, the viability of Social Security for this generation, and the benefits and limit...Show More
5) Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’
A financial advisor and retirement blogger discuss the key phases of retirement, structuring portfolios for drawdown, and how retirees can give themselves ‘permission to spend.’
6) Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things’
The author and adventure sailor on thinking big, changing your life course, and managing the transition into retirement.
7) Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Have More Stocks
The financial advisor and adjunct professor discusses elevated equity valuations, the limitations of random-walk assumptions, and why bonds are riskier than you might think.
8) Joe Davis: How to Capitalize on ‘Megatrends’
Vanguard’s global chief economist handicaps the odds of recession and higher inflation and discusses how investors can thrive in an era of AI, aging populations, and a rising US deficit.
9) Neil Shearing: The World Isn’t Deglobalizing; It’s Fracturing
Economist Neil Shearing ponders shifting global trade patterns, inflation, the dollar, and more.
10) Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’
An investor and author explains the ‘founder effect.’