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Bogleheads On Investing Podcast

bogleheads
Investing
Investment Strategies
Inflation
Index Funds
Vanguard
Estate Planning
Financial Literacy
Social Security
Exchange Traded Funds
Retirement Planning
Surviving Spouse
Healthcare In Retirement
Asset Allocation
Shock Values: Prices and Inflation In American Democracy
Real Estate Investing
Behavioral Finance
Monetary Policy
Roth Conversions
Safe Withdrawal Rates
Social Security Benefits

Podcast weblog featuring the investment wisdom and principles of John C. Bogle

PublishesMonthlyEpisodes99Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Bogleheads On Investing Podcast

Latest Episodes

David Booth is the Chairman of Dimensional Fund Advisors (DFA), a firm he co-founded in 1981. David led Dimensional as CEO and later Co-CEO until 2017. Under his leadership, DFA grew from a fledgling business operating out of David's Brooklyn brownst... more

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Bogleheads® on Investing co-host Jon Luskin interviews Peter Lazarov, author of The Perfect Portfolio, about building an investment portfolio you can stick with for decades. They discuss how investment strategies should evolve as life circumstances c... more

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Ben Carlson, CFA, author of Risk & Reward, joins the podcast to discuss why successful investing is often less about finding the perfect strategy and more about keeping things simple and sticking with a plan. We discuss the challenges of private equi... more

Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. He is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. In this podcast, we talk about Meb's latest book... more

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Recent Guests

David Booth
Chairman and co-founder of Dimensional Fund Advisors.
Dimensional Fund Advisors
Episode: Episode 99, David Booth, the co-founder and Chairman of Dimensional Fund Advisors (DFA), host Rick Ferri
Peter Lazaroff
Chief Investment Officer at an investment shop overseeing billions in assets
PlanCorp; Dimensional Fund Advisors ecosystem mentioned
Episode: Episode 98, Peter Lazaroff on The Perfect Portfolio, host Jon Luskin
Ben Carlson
CFA, author of Risk & Reward, blogger at Wealth of Common Sense, co-host of Animal Spirits Podcast
Wealth of Common Sense; Animal Spirits Podcast
Episode: Episode 97, Ben Carlson on Inflation, Investing, and Why Less Is More, host Jon Luskin
Meb Faber
Co-founder and chief investment officer of Cambria Investment Management; author and host of the Meb Faber Show
Cambria Investment Management
Episode: Episode 96, Meb Faber, "Investing in America: The Rise of the 250-year Bull Market," host Rick Ferri
Ben Felix
Chief Investment Officer at PWL Capital; co-host of Rational Reminder Podcast; CFP professional; CFA charter holder
PWL Capital
Episode: Episode 95, The Power of Simplicity in Investing with Ben Felix, host Jon Luskin
Robin Wigglesworth
Financial Times journalist, Alphaville editor, author of Trillions
Financial Times
Episode: Episode 94, Robin Wigglesworth, FT journalist and the author of "Trillions", Rick Ferri host
Jay Jacobs
US head of equity ETFs at BlackRock
BlackRock
Episode: Episode 93, Why Retirees Should Own More Stocks from Blackrock's Head of ETFs, host Jon Luskin
Bill Bengen
Creator of the 4% rule, author of A Richer Retirement
Independent researcher / author
Episode: Episode 92, Safe Spending in Retirement: Bill Bengen on the 4.7% Rule of Thumb, host Jon Luskin
Heather Boneparth
Co-author of Money Together, financial expert
Episode: Episode 91, How Couples Build Financial Partnership with Heather and Douglas Boneparth, host Jon Luskin

Hosts

Rick Ferri
Host of Bogleheads On Investing
Jon Luskin
Host of The Bogleheads On Investing Podcast; board member for the John C. Bogle Center for Financial Literacy

Reviews

4.7 out of 5 stars from 818 ratings
  • One of the best

    Simply one of the best finance and personal investing podcasts out there.

    Apple Podcasts
    5
    DibbyTX
    United States22 days ago
  • Amazingly relevant investing content that is so common sense and well presented.

    Podcast Addict
    5
    Media Jack
    5 months ago
  • Excellent Podcast

    Jack Bogle is a legend of investing and this podcast keeps his ideas alive and well, benefiting long-term investors. You can never go wrong listening to a Boglehead.

    Apple Podcasts
    5
    Dave_21012
    United Statesa year ago
  • Was hoping for more

    The episode I listened to had 3 top-tier writers from the WSJ and Morningstar talking about a collaborative project they worked on. Zero takeaways for me and I suspect most other listeners. Disappointing.

    Apple Podcasts
    2
    mrlan888
    United Statesa year ago
  • Episode 82

    I am delighted to see the start of a project to help educate youth on the reward of long term investments. These days, many retail investors are trigger happy, trading the headlines. I was a bit disappointed regarding the guests’ focus on target date funds that often underperform a low cost passive investment like VOO or VTI. I listen and read articles by Ms. C. Benz, and generally do not agree with her recommendations. Thank you Rick.

    Apple Podcasts
    5
    Rayxzs
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audiences value high-quality guests and clear explanations of passive investing concepts.
Listeners praise the host and guests for practical, long-term investing insights.
Some episodes receive mixed reactions or criticisms about guest selection or balance.
Production issues and occasional controversy have been noted, but overall educational value is high.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Episode 99, David Booth, the co-founder and Chairman of Dimensional Fund Advisors (DFA), host Rick Ferri
Q: What can you tell me about it?
Asked about IRS scrutiny of 351 exchanges, Booth says some funds may be vulnerable because rules are vague and some managers may have exceeded their intent. He advises investors to assess how their managers are operating these funds.
Episode 99, David Booth, the co-founder and Chairman of Dimensional Fund Advisors (DFA), host Rick Ferri
Q: Can you tell me, why didn't you get into the ETF business earlier?
Booth says DFA initially worried ETFs could encourage excessive trading and could achieve similar tax advantages in mutual funds through improved trading technology. It later offered ETFs to meet client preferences.
Episode 98, Peter Lazaroff on The Perfect Portfolio, host Jon Luskin
Q: Why consider an all-in-one fund versus a multi-fund approach?
An all-in-one fund reduces complexity and costs, provides automatic diversification, and simplifies rebalancing, though it may be more expensive and not suitable for every investor depending on individual circumstances.
Episode 94, Robin Wigglesworth, FT journalist and the author of "Trillions", Rick Ferri host
Q: Who were the key players that helped move index funds from institutional to retail adoption, and what roles did they play?
Key figures include Jack Bogle for bringing indexing to the masses, Rex Sinkfield and Mac McQuown who helped launch early index products at Wells Fargo, and Gus Sauter and Patricia Dunn at BGI who propelled the ETF revolution, with Vanguard and DFA as crucial collaborators that expanded access and back-office support, enabling widespread adoption.
Episode 94, Robin Wigglesworth, FT journalist and the author of "Trillions", Rick Ferri host
Q: What is the core thesis of the book trillions and why did it matter to the evolution of passive investing?
The book traces how a network of researchers, bankers, and fund managers—spanning Wells Fargo to Vanguard—built the case for cheap, transparent, and wide-spread indexing, showing that active management struggled to beat the market over long horizons and that a few pivotal institutions and innovations turned indexing from a niche concept into a dominant market force.

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Frequently Asked Questions About Bogleheads On Investing Podcast

What is Bogleheads On Investing Podcast about and what kind of topics does it cover?

This show focuses on long-horizon investing, low costs, and practical financial principles grounded in the legacy of a well-known investing philosophy. Episodes feature a mix of researchers, economists, and practitioners who discuss market history, asset allocation, retirement strategies, and tax and estate planning through a retirement-focused lens. Notable throughlines include the primacy of diversification, the value of patient, plan-based approaches, and the ongoing influence of index and passive investing champions. The roster of guests tends to be very high-quality and credible, offering both academic and real-world perspectives that help listeners design robust, low-cost portfolios.

A standout aspect is the breadth of guest expertis... more

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Which podcasts are similar to Bogleheads On Investing Podcast?

These podcasts share a similar audience with Bogleheads On Investing Podcast:

1. The Long View
2. Sound Investing
3. The Rob Berger Show
4. Investing Insights
5. The Boldin Your Money Podcast

How many episodes of Bogleheads On Investing Podcast are there?

Bogleheads On Investing Podcast launched 8 years ago and published 99 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Bogleheads On Investing Podcast?

Recent guests on Bogleheads On Investing Podcast include:

1. David Booth
2. Peter Lazaroff
3. Ben Carlson
4. Meb Faber
5. Ben Felix
6. Robin Wigglesworth
7. Jay Jacobs
8. Bill Bengen

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