Shows
The Money and Meaning ShowBuilding Resilient Portfolios and Reducing Risk with Larry SwedroeIn this episode of Money & Meaning, host Jeff Bernier welcomes back Larry Swedroe, author, consultant, and former Director of Research at Buckingham Strategic Wealth. They explore how retirees and pre-retirees can construct portfolios that reduce risk, smooth returns, and withstand market shocks. Larry breaks down key principles of evidence-based investing, the importance of understanding risk tolerance, and the evolving role of alternative assets like private credit and reinsurance in modern portfolios.
Topics covered:
Defining ability, willingness, and need to take investment risk
Understanding the three-legged risk assessment framework for retirement planning
The philosophy and principles behind...2025-06-021h 05
Retire With Purpose - The Retirement PodcastBeyond the Headlines: How Retirees Can Navigate Investment Risks with Larry SwedroeToday, I’m speaking with Larry Swedroe. Larry is the former Chief Research Officer at Buckingham Strategic Wealth, an accomplished author with 18+ books on investing, and a true pioneer in evidence-based investing. He’s also a well-known advocate for cutting through the financial media noise to focus on strategies that actually work. In Larry’s latest book, Enrich Your Future: The Keys to Successful Investing, he distills decades of financial wisdom into 40 powerful stories that make investing principles easy to understand and apply. In our conversation, Larry shares the science behind behavioral finance and explains why mo...2025-04-141h 08
Excess ReturnsNine Timeless Lessons from 2024 | Larry SwedroeIn this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can't be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes.Larry dives deep into the concept of "self-healing mechanisms" in markets, explaining how periods of poor performance often set the stage for strong future returns. He uses fascinating examples from reinsurance to value stocks to illustrate this principle. The discussion also covers why "Sell in May and Go...2025-02-211h 05
The Bull - Il tuo podcast di finanza personale186. Evidence-based Principles for successful Investing, with Larry SwedroeLet's dive into evidence-based investing with Larry Swedroe, a highly successful investor and an outstanding educator in the world of finance. In the episode we have discussed the universal principles of sound, opinions-free investing and the portfolio that bears his nameL. Swedroe, Enrich your FutureSerenis è il partner di The Bull per il tuo benessere mentale e fisico: un centro medico autorizzato che tramite la sua piattaforma digitale offre percorsi di psicoterapia, nutrizione e coaching online con oltre 1600 professionisti in tutta Italia con in media 13 anni di esperienza. E lo fa con un...2025-02-1658 minThe Bull - Il tuo podcast di finanza personale186. Principi oggettivi dell'Investimento di Successo, con Larry SwedroeApri un conto Fineco (60 operazioni gratuite con il codice TRD060-TB(#ad). Con Larry Swedroe, grande investitore di successo e straordinario divulgatore nel mondo della finanza, parliamo di "evidence-based investing", dei principi universali dell'investimento e del portafoglio che porta il suo nome.L. Swedroe, Enrich your FutureSerenis è il partner di The Bull per il tuo benessere mentale e fisico: un centro medico autorizzato che tramite la sua piattaforma digitale offre percorsi di psicoterapia, nutrizione e coaching online con oltre 1600 professionisti in tutta Italia con in media 13 anni di e...2025-02-1651 min
The Future-Ready AdvisorInvestment Strategies That Work: Avoiding Costly Mistakes with Larry SwedroeEpisode 38: Investment Strategies That Work: Avoiding Costly Mistakes with Larry SwedroeIn this episode of The Future-Ready Advisor, Sam sits down with Larry Swedroe, a renowned advocate for evidence-based investing, to explore the principles behind successful investment strategies and the critical role behavioral finance plays in shaping investor outcomes. The discussion highlights Larry's career, the importance of diversification, and practical strategies for advisors to help clients build resilient portfolios in uncertain markets.Key Quote:"Never judge a strategy by the outcome—it’s the process that matters."Key Takeaways:1. Evidence...2025-02-0457 min
My Worst Investment Ever PodcastEnrich Your Future 22: Some Risks Are Not Worth TakingIn this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 22: Some Risks are Not Worth Taking.LEARNING: Don’t put all your eggs in one basket; diversify your portfolio. “Once you have enough to live a high-quality life and enjoy things, taking unwarranted risks becomes unnecessary.”Larry Swedroe In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. Th...2025-01-1418 min
Two Quants and a Financial PlannerPractical Lessons from Larry Swedroe | Why Evidence Beats Market NarrativesIn this episode of "Two Quants and a Financial Planner," we explore key insights from our previous conversations with Larry Swedroe, one of investing's most evidence-based thinkers. Through a series of clips, we examine crucial investment principles including:
Why all investment decisions should be grounded in evidence rather than narratives or speculation
The challenge of market forecasting and why most predictions fail
How market valuations have become increasingly bifurcated
Understanding and surviving long periods of underperformance
The importance of considering your unique risks when building a portfolio
Why many investors are too conservative with illiquid investments
A data-driven perspective...2025-01-061h 02
Retire With RyanDissecting the Keys to Successful Investing with Larry SwedroeIn this episode, I’m joined by Larry Swedroe, a thought leader in evidence-based investing and former Chief Research Officer at Buckingham Strategic Wealth. Larry has authored over 18 books that have shaped the way people think about personal finance, and now, after 28 years in the industry, he’s sharing the most valuable lessons he’s learned in retirement planning and investing. In this episode, we dive into his latest book, Enrich Your Future: Keys to Successful Investing. Through 40 captivating stories, Larry exposes the myths and misconceptions that many investors hold, often perpetuated by Wall Street, and rep...2024-12-3145 min
The Raise Your Average™ PodcastStop Competing with Markets! Do this instead - Larry SwedroeIn this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in evidence-based investment strategies and former Chief Research Officer at Buckingham Wealth Partners. They get into Larry's views on market forecasting, why investors should ignore short-term predictions, and the importance of building resilient and hyper-diversified portfolios to mitigate market risks. Swedroe emphasizes the inefficiency
of individual stock selection and market timing, advocating instead for systematic, rule-based investment strategies. Additionally, he offers
insights into the historical performance of various asset classes and how to think about risk in portfolio construction. 00:00 Introduction and Disclaimer
00:27 Welcoming Larry...2024-11-121h 25Insight is Capital™ PodcastStop Competing with Markets! Do this instead - Larry SwedroeIn this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in evidence-based investment strategies and former CIO at Buckingham Wealth Partners. They get into Larry's views on market forecasting, why investors should ignore short-term predictions, and the importance of building resilient and hyper-diversified portfolios to mitigate market risks. Swedroe emphasizes the inefficiency of individual stock selection and market timing, advocating instead for systematic, rule-based investment strategies. Additionally, he offers insights into the historical performance of various asset classes and how to think about risk in portfolio construction.00:00 Introduction and Disclaimer00:27 Welcoming Larry...2024-11-121h 25Excess ReturnsAn Evidence-Based Look at the Struggles of Value Investing | Larry SwedroeIn this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today.
We dive deep into topics that are on many investors' minds, including:
Is value investing still effective in today's market?
How is the rise of passive investing impacting market efficiency?
Should we be concerned about market concentration?
Is international diversification still important?
What role will artificial intelligence play in investing?
Larry brings his decades of experience and research to bear, challenging common assumptions and offering nuanced perspectives that often go against conventional wisdom. We explore the...2024-10-171h 07
The Best Investment WritingLarry Swedroe – Investment Strategy in an Uncertain WorldToday's episode features Larry Swedroe reading Investment Strategy in an Uncertain World. -----The Best Investment Writing features top research pieces shared via The Idea Farm e-mail newsletter. Subscribe so you get these sent to you each week.-----Follow Meb on Twitter, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com-----Today’s episode is sponsored by Th...2024-08-0930 min
The Money and Meaning ShowEvidence-Based Investing with Larry SwedroeIn this episode of Money & Meaning, host Jeff Bernier interviews Larry Swedroe, a renowned author and expert in evidence-based investing. They discuss Larry's journey and contributions to the financial industry, his approach to investment strategies, and the importance of diversifying portfolios. Larry shares insights on financial planning, the role of fixed income, and the benefits of alternative investments. This episode offers valuable advice for retirees and those seeking a robust investment strategy.
Topics Covered
Larry Swedroe's career and contributions to financial education
Importance of evidence-based investing
Historical performance of various asset classes
Role of fixed income...2024-07-251h 10
Risk Parity RadioEpisode 345: Concerns About Indexing, Larry Swedroe's Portfolio, ROAD HOUSE, And Portfolio Reviews As Of June 7, 2024In this episode we answer emails from David, Eric from Cincy, and Pete. We discuss Mike Green's recent commentary about index fund trends and whether its a problem, ROAD HOUSE, children, and Larry Swedroe's esoteric personal portfolio.And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:Mike Green Interview: Michael Green: Market Efficiency Is Not The Question | Rational Reminder 302 (youtube.com)Larry Swedroe Article #1: Addressing Issues With High U.S. Equity Valuations (kitces.com)2024-06-0934 min
My Worst Investment Ever PodcastISMS 41: Larry Swedroe – Focus on Managing Risk Not ReturnsIn this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss three chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake number 32: Are You Subject to the Money Illusion? Mistake 33: Do You Believe Demographics Are Destiny? And mistake 34: Do You Follow a Prudent Process When Choosing a Financial Advisory Firm?LEARNING: Understand how the money illusion works to avoid making financial mistakes. Focus on managing risk and not trying to...2024-04-3034 min
My Worst Investment Ever PodcastISMS 40: Larry Swedroe – Market vs. Hedge Fund Managers’ EfficiencyIn this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake 30: Do You Fail to Understand the Tyranny of the Efficiency of the Market? And mistake 31: Do You Believe Hedge Fund Managers Deliver Superior Performance?LEARNING: Discovering anomalies or mistakes reinforces and makes the market more efficient. Hedge fund managers demonstrate no greater ability to deliver above-market returns than do...2024-03-1939 min
My Worst Investment Ever PodcastISMS 39: Larry Swedroe – Don’t Choose a Fund by Its Descriptive NameIn this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake number 28: Do You Fail to Compare Your Funds to Proper Benchmarks? And mistake 29: Do You Believe Active Management Is a Winner’s Game in Inefficient Markets?LEARNING: Don’t choose a fund by its name. Active management is highly unlikely to outperform even in inefficient emerging markets. 2024-03-0743 min
My Worst Investment Ever PodcastISMS 38: Larry Swedroe – The Self-healing Mechanism of Risk AssetsIn this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss Larry’s recent piece, The Self-healing Mechanism of Risk Assets.LEARNING: Don’t engage in resulting because there will be periods when an investment will underperform and others when it outperforms. Resist recency bias. Avoid performance chasing. “You don’t want to engage in resulting because there will be periods when an investment will underperform and others when it outperforms.”Larry Swedroe In this episode of Investmen...2024-02-1536 minExcess ReturnsShow Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval FundsThis episode is the first part II our Show Us Your Portfolio series. When we originally spoke to Larry Swedroe, we were very intrigued by his use of illiquid alternatives within his portfolio. But we didn’t have time in the original interview to dig into the details of his strategy and the individual components of it. In this interview, we correct that. We discuss Larry’s overall view of alternatives, the unique sources of risk he uses within his portfolio and how he combines them together to build an optimal portfolio.
SEE LATEST EPIS...2023-12-211h 06
My Worst Investment Ever PodcastISMS 37: Larry Swedroe – Pay Attention to a Fund’s Proper Benchmarks and TaxesIn this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this fourteenth series, they discuss mistake number 26: Do You Fail to Compare Your Funds to Proper Benchmarks? And mistake 27: Do You Focus On Pretax Returns?LEARNING: Always run a regression analysis against an asset pricing model on portfoliovisualizer.com. Actively managed funds have higher tax expenses than ETFs and mutual funds. “...2023-12-0740 min
My Worst Investment Ever PodcastISMS 36: Larry Swedroe – Two Heads Are Not Better Than One When InvestingIn this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this thirteenth series, they discuss mistake number 24: Do You Believe More Heads Are Better Than One? And mistake 25: Do You Believe Active Managers Will Protect You from Bear Markets?LEARNING: Invest conservatively instead of following the crowd. The best way to minimize the risks of a bear market is to hyper-diversify. “...2023-11-2334 min
My Worst Investment Ever PodcastISMS 35: Larry Swedroe – Great Companies Are Not Always High-Return InvestmentsIn this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this twelfth series, they discuss mistake number 22: Do You Confuse Great Companies with High-Return Investments? And mistake number 23: Do You Understand How the Price Paid Affects Returns?LEARNING: Great companies are not always high-return investments. Understand how the price paid affects returns. Rebalance your portfolio regularly. “Rebalancing forces you to do th...2023-11-1639 min
My Worst Investment Ever PodcastISMS 34: Larry Swedroe – Consider All Hidden Costs Before You InvestIn this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this eleventh series, they discuss mistake number 20: Do You Only Consider the Operating Expense Ratio When Selecting a Mutual Fund? And mistake number 21: Do You Fail to Consider the Costs of an Investment Strategy?LEARNING: Don’t focus solely on the operating expense ratio when buying a mutual fund; consider hidden costs, too. Alwa...2023-11-0933 min
My Worst Investment Ever PodcastISMS 30: Larry Swedroe – Do You Believe Your Fortune Is in the Stars or Rely on Misleading Information?In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this tenth series, they discuss mistake number 18: Do you believe your fortune is in the stars? And mistake number 19: Do you rely on misleading information?LEARNING: Stop thinking about having your fortune in the stars. Avoid actively managed funds. Be cautious when evaluating claims about fund performance. “Stop thinking about havin...2023-09-0831 min
My Worst Investment Ever PodcastISMS 29: Larry Swedroe – The Shiny Apple is Poisonous and Information is Not KnowledgeIn this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe; Ignorance is Bliss. Today they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this ninth series, they discuss mistake number 16: Do You Fail To See The Poison Inside the Shiny Apple? And mistake number 17: Do You Confuse Information With Knowledge?LEARNING: Trust, but verify even when working with a financial advisor. Don’t confuse information with knowledge when buying individual stocks. “One of the rul...2023-08-0755 min
My Worst Investment Ever PodcastISMS 27: Larry Swedroe – Familiar Doesn’t Make It Safe and You’re Not Playing With the House’s MoneyIn this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss three chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this eighth episode, they discuss mistake number 13: Do you confuse the familiar with the safe? Mistake number 14: Do you believe you’re playing with the house’s money? And mistake number 15: Do you let friendship influence your choice of investment advisors?LEARNING: Just because you’re familiar with something doesn’t make it less risky. Diversify globally to get the real benefits of diversification. Your financial advisor is...2023-07-2550 min
My Worst Investment Ever PodcastISMS 27: Larry Swedroe – Are You Subject to the Endowment Effect or the Hot Streak Fallacy?In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this seventh episode, they talk about mistake number 11: Do you let the price paid affect your decision to continue to hold an asset? And mistake number 12: Are you subject to the fallacy of the hot streak?LEARNING: Look at everything you own from an economic perspective and decide whether to keep holding or selling. Avoid FOMO (fear of missing out) and stock picking; build a diversified po...2023-07-2550 min
Talking Real Money - Investing TalkLarry Swedroe Part 2In this episode, author Larry Swedroe shares his opinion on various alternative asset classes for investment. We also look at the confusing state of ESG investing and the differences between the returns of "green" and "brown" stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices2023-07-2022 min
Börsen Bunch Podcast – Wirtschaft verstehen. Börse einordnen. Klartext sprechen.Evidenzbasiertes Investieren oder auch Quant Investing mit Dr.Tony (@systvest) | Die Grundlagen der Finanzmathematik | Faktoren beim Investieren (Checkliste nach Larry Swedroe) | Börsen Bunch Podcast
Auf die Frage, ob wir die Folge "Das nächste Apple" nennen sollen antwortete Dr. Tony:
"Man rotiert die Aktien ja ca. einmal alle 1-3 Jahre durch. Ein "Apple früh finden und 20 Jahre halten" ist das auf keinen Fall. Es ist eher "Apple auf jeden Fall verpassen"."
Wie sich hier also gut erkennen lässt, sprechen wir diesmal über eine echte Strategie, die weit über das klassische "Buy and Hold and Glück haben" hinausgeht!
Dr. Tony, den ihr hoffentlich alle noch in bester Erinnerung habt, wird uns in dieser Episode die spannende Welt der "Regelbasierten Geldanlage" erklären.
Im...2023-07-071h 21
My Worst Investment Ever PodcastISMS 26: Larry Swedroe – Are You Subject to the Endowment Effect or the Hot Streak Fallacy?In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this seventh episode, they talk about mistake number 11: Do you let the price paid affect your decision to continue to hold an asset? And mistake number 12: Are you subject to the fallacy of the hot streak?LEARNING: Look at everything you own from an economic perspective and decide whether to keep holding or selling. Avoid FOMO (fear of missing out) and stock picking; build a diversified po...2023-06-3036 minExcess ReturnsShow Us Your Portfolio: Larry SwedroeIn our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth's Larry Swedroe. Larry has dedicated his career to educating investors and has written more books and articles than we can list in that pursuit.
We talk with Larry about how he takes his evidence-based approach to investing and translates it into managing his personal portfolio. We cover his approach to incorporating uncorrelated return streams into his overall approach, his unique use of assets outside of those traditionally used by investors, how he approaches equities and bonds, how his approach has changed over time and...2023-06-2358 min
My Worst Investment Ever PodcastISMS 25: Larry Swedroe – Admit Your Mistakes and Don’t Listen to Fake ExpertsIn this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this sixth episode, they talk about mistake number 9: Do you avoid admitting your investment mistakes? And mistake number 10: Do you pay attention to the experts?LEARNING: You’ll only learn from mistakes if you admit that you made them. Just because someone is famous and confident in what they’re saying doesn’t mean they’re experts who know what they’re saying. “If you could ad...2023-06-1626 min
My Worst Investment Ever PodcastISMS 24: Larry Swedroe – Confusing Skill and Luck Can Stop You From Investing WiselyIn this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this fourth episode, they talk about mistake number 7: Do you confuse skill and luck? And mistake number 8: Do you avoid passive investing because you sense a loss of control?LEARNING: When gauging a fund manager’s performance, consider risk-adjusted performance. If you’re a passive investor and use a systematic strategy, you’re 100% in control. “You have to accept that you can only control wha...2023-06-0240 min
My Worst Investment Ever PodcastISMS 23: Larry Swedroe – Do You Allow Yourself to Be Influenced by Your Ego and Herd Mentality?In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this fourth episode, they talk about mistake number five: do you let your ego dominate the decision-making process? And mistake number six: do you allow yourself to be influenced by herd mentality?LEARNING: Don’t let your ego influence your decision-making. Stay disciplined and avoid becoming irrationally exuberant. “The market is a predator preying on the mistakes of investors, their egos, and their herd behavio...2023-05-0534 min
Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in ChiefAdvisor Innovations Podcast: Dumb indexes, “Smart” Beta and Intelligent Design—How Larry Swedroe Helps Advisors Make Sense of InvestmentsFor many advisors, Larry Swedroe needs no introduction; He’s the author of numerous books on investing, a frequent columnist in advisor publications, including Wealthmanagement.com, and the Head of Financial and Economic Research at Buckingham Strategic Wealth, one of the largest RIAs in the country.
He’s also active on social media where he can be found in sometimes heated debates with other industry luminaries on the merits of different compensation models for financial advisors, the dire prospects for most active stock managers, and what the latest academic research on investment management and the markets tells advi...2023-05-0450 min
My Worst Investment Ever PodcastISMS 20: Larry Swedroe – Do You Extrapolate From Small Samples and Trust Your Intuition?In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss a chapter of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this third episode, they talk about mistake number three: Do you believe events are more predictable after the fact than before? And mistake number four: do you extrapolate from small samples and trust your intuition?LEARNING: Know your investment history. Don’t be subjected to confirmation or recency biases. “The key to long-term success is having a deep understanding of history and not being s...2023-04-2141 min
My Worst Investment Ever PodcastISMS 17: Larry Swedroe – Do You Project Recent Trends Indefinitely Into the Future?In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss a chapter of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this second episode of the series, they talk about mistake number two: Do you project recent trends indefinitely into the future?LEARNING: Hyper-diversify and rebalance your portfolio. “You cannot run away from risks; you can only choose which risk you’re going to take. Hyper-diversify on as many different unique risks as you can, stay the cause, and rebalance.”Larry Swedroe In today...2023-04-0730 min
The Intrinsic Value Podcast - The Investor’s Podcast NetworkMI265: How to Be a Successful Investor Without Picking Winners w/ Larry SwedroeRebecca brings back Larry Swedroe. Together they talk about why generating alpha is becoming more difficult, how competition is a significant factor in its decline and much more!Larry Swedroe is head of the financial and economic research office for Buckingham Wealth Partners, a Registered Investment Advisor firm in St. Louis, Mo. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro.01:4...2023-03-281h 02
My Worst Investment Ever PodcastISMS 8: Larry Swedroe – Are You Overconfident in Your Skills?In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss a chapter of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this first series of many, they talk about mistake number one: Are you overconfident in your skills?LEARNING: Don’t be overconfident. Look for value-added information when researching an investment. “When you trade, understand that you’re competing against the market’s collective wisdom.”Larry Swedroe In today’s episode, Andrew chats with Larry Swedroe, head of financial and economic research at Buck...2023-03-1057 min
The Evidence-Based InvestorEp 31: Larry Swedroe on Cathie Wood's stricken ARK fundThis time last year it seemed that Cathie Wood could do no wrong. 12 months on, America’s most high-profile active fund manager is struggling to maintain her reputation as one of the most successful stockpickers of the last few years.Her flagship ARK Innovation ETF ended 2021 in a 40% drawdown that only worsened to nearly 50% in the first few days of January.So what should investors make of it? Was Cathie Wood’s stellar outperformance in 2020 down to skill or luck, or a combination of the two? What, if anything, should ARK investors do now? Do ARK’...2023-02-1823 min
My Worst Investment Ever PodcastLarry Swedroe – Beware of Idiosyncratic RisksBIO: Larry Swedroe is head of financial and economic research at Buckingham Wealth Partners.STORY: Larry chose to invest in an individual bank stock in the mid-80s instead of following his gut to invest in a portfolio of stocks. The bank’s President committed fraud, and the company went bankrupt. Larry lost about 80% of his investment.LEARNING: Avoid idiosyncratic risks by hyper-diversifying your portfolio. “Focus on managing risks and not trying to generate alpha or risk-adjusted outperformance.”Larry Swedroe Guest profileLarry Swedroe is head of financia...2023-01-3037 min
Excess ReturnsAn Evidence-Based Approach to Markets with Larry SwedroeIn this episode we speak with Buckingham Strategic Wealth's Head of Financial and Economic Research Larry Swedroe. Larry is one of the most prolific producers of quality financial content we know and has committed much of his career to helping to educate investors. We talk to Larry about the current situation in the economy and markets and how long-term investors can make sense of it. We also discuss value investing, ESG, the importance of diversification and a lot more.
We hope you enjoy the discussion.
ABOUT THE PODCAST
Excess Returns is an investing p...2022-12-081h 00
The Intrinsic Value Podcast - The Investor’s Podcast NetworkMI238: A Guide to a Winning Investment Strategy w/ Larry SwedroeIN THIS EPISODE, YOU’LL LEARN:
06:00 - The key to a winning investment strategy.
12:02 - What percentage of stocks actually outperform the market?
14:08 - Why active strategies such as active management, stock picking and market timing are “losing strategies”?
24:01 - Do markets value stocks correctly?
28:09 - Disentangling market efficiency with the concept of current valuation.
33:54 - How Warren Buffett’s outperformance can be explained by factors.
38:45 - How investors can improve their long run returns through factor investing.
39:12 - The 5 rules factors must meet to invest in them.
60:12 - Larry’s guide on how to think about allocating your portfolio bet...2022-11-291h 10
Adviser 3.0: The PodcastEp 37 - Larry Swedroe discusses everything investing; covering SRI, ESG and Impact Investing, as well as the effect of ESG on consumer behaviour, how it is continuing to evolve and much more!Abraham invites Larry Swedroe on Retirementals to discuss everything investing, covering:
The background on evidence-based investing
The split between passive and index investing
SRI, ESG and Impact Investing - what are they and what is the difference between them?
The impact of ESG scores and how they can retain or attract talent
The effect of ESG on consumer behaviour and how it is continuing to evolve
The industries which have the highest expected returns
How to make the most of risk and return whilst ensuring your values are maintained
How sustainable investing affects asset allocation
2022-08-0352 min
Bogleheads® LiveLarry Swedroe on sustainable investingLarry Swedroe answers questions on sustainable investing, including alternatives to sustainable investing, investing in sin (brown) stocks, how ESG decisions are made, the risks of sustainable investing, and the historic investment performance of investing sustainably.2022-06-0739 min
Bogleheads On Investing PodcastEpisode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick FerriEpisode #46 features two guests who discuss Environmental, Social, and Governance (ESG) investing. The first guest is Larry Swedroe, Chief Research Officer of Buckingham Strategic Wealth and the co-author of a new book titled Sustainable Investing with Samuel Adams. The second guest is Dr. Ellen Quigley, Special Advisor to the Chief Financial Officer at the University of Cambridge and a Senior Research Associate in Climate Risk and Sustainable Finance at the Centre for the Study of Existential Risk.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a gr...2022-05-3059 min
New Books in FinanceLarry E. Swedroe and Samuel C. Adams, "Your Essential Guide to Sustainable Investing" (Harriman House, 2022)The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective. But do sustainable investment products do what investors expect them to do? How can an investor tell if their investments are having the social impact they want? Does that impact come at a financial cost? And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing?Larry Swedroe and Sam Adams cut through the fog and brin...2022-04-281h 02
New Books in EconomicsLarry E. Swedroe and Samuel C. Adams, "Your Essential Guide to Sustainable Investing" (Harriman House, 2022)The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective. But do sustainable investment products do what investors expect them to do? How can an investor tell if their investments are having the social impact they want? Does that impact come at a financial cost? And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing?Larry Swedroe and Sam Adams cut through the fog and brin...2022-04-281h 02
New Books in Business, Management, and MarketingLarry E. Swedroe and Samuel C. Adams, "Your Essential Guide to Sustainable Investing" (Harriman House, 2022)The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective. But do sustainable investment products do what investors expect them to do? How can an investor tell if their investments are having the social impact they want? Does that impact come at a financial cost? And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing?Larry Swedroe and Sam Adams cut through the fog and brin...2022-04-281h 02
New Books in Environmental StudiesLarry E. Swedroe and Samuel C. Adams, "Your Essential Guide to Sustainable Investing" (Harriman House, 2022)The investment industry is fast approaching a point where one-third of global assets under management are invested with a sustainable objective. But do sustainable investment products do what investors expect them to do? How can an investor tell if their investments are having the social impact they want? Does that impact come at a financial cost? And how can investors weave their way through the web of confusing acronyms, conflicting agency ratings, and the mass of fund offerings, confident that they can recognize and avoid corporate greenwashing?Larry Swedroe and Sam Adams cut through the fog and brin...2022-04-281h 02
The Stacking Benjamins ShowLet’s Unravel ESG Investing (with Larry Swedroe)Are your investment aligned with your values? Did you know that you can screen for (or against) certain industries or sectors within funds? The terms ESG (environmental, social, governance), SRI (socially responsible investing), and impact investing encompass this thought process. Larry Swedroe joins us to explain this type of investing, its growing popularity, and how you can invest in a way that aligns with your values too. He also dives into why the performance for this type of fund differs from other indexes.During our headline segment, we take a look at the impact of increasing gas...2022-04-181h 08
Success That LastsFinance 101 with Larry SwedroeLarry Swedroe is the Principal and Director of Research at Buckingham Family of Financial Services. He is also an author and researcher with over 4 decades of experience in personal finance. Larry is a frequent speaker on NBC, CNN, CNBC, and Bloomberg. He joins Jared Siegel to discuss all things financial: inflation, allocation, and even hedging. He shares the peer-reviewed empirical data that informs his strongest convictions. Here are a few highlights from their conversation:
You should never use forecasts to time the market, Larry says, as all evidence shows that it is largely i...2022-02-2457 min
The Free Retiree ShowS1 EP97: The Truth Behind Stock Picking & How to Invest like Warren Buffet with Larry SwedroeMONEY MANAGEMENT EDITION
If you want to invest like Warren Buffett, you don't need to do anything extraordinary. In fact, many new investors are surprised at just how uncomplicated the Oracle of Omaha's investment style is. To sum it up in one sentence, Buffett invests in great businesses trading for less than their intrinsic values, and then he holds on to these investments for as long as they remain great businesses.
Prioritizing a margin of safety is a cornerstone of Buffett's investment philosophy. In simple terms, a margin of safety refers to...2021-12-2938 min
Retire Secure!December 1 Q and A with Jim Lange Larry Swedroe and Adam Yofan Part 2This is Jim Lange's final Q&A Session with Larry Swedroe and Adam Yofan for 2021! In this second clip, as they've done all year, Jim, Adam, and Larry answer live and pre-submitted questions that are necessary to make the best financial decisions possible for your retirement!Keep checking https://paytaxeslater.com/webinars as we will have information on our first webinars of 2022 coming soon!2021-12-2247 minRetire Secure!Jim Lange, Larry Swedroe, and Adam Yofan Q&A December 1, 2021 Part 1This is Jim Lange's final Q&A Session with Larry Swedroe and Adam Yofan for 2021! In this first clip, as they've done all year, Jim, Adam, and Larry answer live and pre-submitted questions that are necessary to make the best financial decisions possible for your retirement!Keep checking https://paytaxeslater.com/webinars as we will have information on our first webinars of 2022 coming soon!2021-12-131h 07Retire Secure!Live Q&A on Investing and Wealth Management and Preservation with Larry Swedroe, Adam Yofan of Buckingham Strategic Wealth and James Lange September 2021 Part 2In this part two edition from Jim Lange's September 2021 Q&A event, Jim Lange is joined by Larry Swedore and Adam Yofan, as he is regularly, to answer your questions on retirement. To get more information on how to make your retirement work best for you, go to https://paytaxeslater.com.If your questions have been answered, and you're interested in a Financial Plan or Assets Under Management, please call 1-800-387-1129 and speak to Edie to schedule an appointment.2021-10-111h 24Retire Secure!Live Q&A on Investing and Wealth Management and Preservation with Larry Swedroe, Adam Yofan of Buckingham Strategic Wealth and James Lange September 2021In this clip from Jim Lange's September 2021 Q&A event, Jim Lange is joined by Larry Swedore and Adam Yofan, as he is regularly, to answer your questions on retirement. To get more information about Jim, go to https://paytaxeslater.com.If your questions have been answered, and you're interested in a Financial Plan or Assets Under Management, please call 1-800-387-1129 and speak to Edie to schedule an appointment.2021-10-0653 min
Orion's The Weighing MachineLarry Swedroe of Buckingham Strategic Wealth -Evidence-Based Investing and SustainabilityIn today’s episode, Rusty talks with Larry Swedroe, the director of research for Buckingham Strategic Wealth.Larry finished his MBA in Finance and Investment from NYU. Larry stays connected to the financial industry by spearheading research for Buckingham and the BAM Alliance, but he’s also a prolific writer who has authored or co-authored 16 books. His mission is to explain investing theories to investors in an accessible and straightforward way.Larry talks with Rusty about evidence-based investing, the effects of sustainability on investing, and diversifying portfolios with risky assets."You should invest in a...2021-09-141h 16Retire Secure!Live Q&A on Investing and Wealth Management and Preservation with Larry Swedroe, Adam Yofan of Buckingham Strategic Wealth and James LangeLarry Swedroe and Adam Yofan join Jim for his latest Q&A session from Jim Lange's June. 2021 webinar series. Listen in and find out if these Titans of Finance are answering any of your finance questions!If they haven't and you want to get in on these virtual events, you can join Jim Tuesday and Wednesday, September 28th and 29th for amazing information including two different Q&A sessions one featuring Larry Swedroe and Adam Yofan of Buckingham joining in!To register for this two-day webinar event go to https://paytaxeslater.com/webinars to register. I...2021-08-122h 19
Intelligent Money MinuteThe Value of a Health Savings Account with Larry SwedroeOn today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the value of HSAs. HSAs are becoming more popular as people grow to understand them. Multiple benefits come when utilizing […]
The post The Value of HSAs appeared first on Intelligent Investing.2021-06-3004 minSuccess That LastsInflation, Debt, and Taxes... How to prepare - with Larry SwedroeLarry Swedroe is the Principal and Director of Research at Buckingham Family of Financial Services. He is also an economic speaker, author, and researcher, with over 4 decades of experience in personal finance. Larry is a frequent speaker on NBC, CNN, CNBC, and Bloomberg. He joins Jared Siegel to discuss national debt, the possibility for tax changes, and how to predict and measure inflation in a more objective way. He shares what paradigm shifts investors should be considering today to protect and preserve their purchasing power going forward.Here are a few highlights from their...2021-06-1056 min
The Admired Advisor PodcastEvidence Before Theory and Systematic Investing with Larry SwedroeIn this episode, Steve talks with Larry Swedroe, Chief Research Officer at Buckingham Strategic Wealth. Larry’s father was a stock market junkie who purchased stocks for Larry the day he was born. When kids his age were reading comics, Larry was reading the financial section of the New York Times. Larry’s ferocious interest in investing persisted throughout college and into his early career. After earning his MBA and, ultimately, a Ph.D. in economics and international trade theory, Larry landed a job at Citi Corp before transitioning into their homeowner’s division. At the time, mortga...2021-06-0757 minRetire Secure!February 2021 Q & A Hour Two featuring Jim Lange, Larry Swedroe, and Adam Yofan. Hosted by Dave Dee.This special first hour of Jim Lange's February 2021 Question and Answer session, hosted by Dave Dee, showcases Jim Lange, Larry Swedroe, and Adam Yofan answering your financial, and investment questions in regards to your retirement planning.If you're interested in attending Jim's LIVE virtual events for FREE go to paytaxeslater.com/webinars to register for free today. 2021-04-131h 27Retire Secure!February 2021 Q & A featuring Jim Lange, Larry Swedroe, and Adam Yofan. Hosted by Dave Dee.This special first hour of Jim Lange's February 2021 Question and Answer session, hosted by Dave Dee, showcases Jim Lange, Larry Swedroe, and Adam Yofan answering your financial, and investment questions in regards to your retirement planning.If you're interested in attending Jim's LIVE virtual events for FREE go to paytaxeslater.com/webinars to register for free today. 2021-04-121h 02
The Long ViewLarry Swedroe: 'The Pool of Victims' Is ExpandingOur guest this week is noted author and researcher Larry Swedroe. Larry is chief research officer at financial advisory firm Buckingham Wealth Partners, which he joined in 1996. In his role, Larry is responsible for reviewing academic research on financial and investing matters and determining how that research should inform Buckingham's investment strategy. Larry is also a member of the firm's Investment Policy Committee. Larry has written numerous books on investing and finance, the most recent being the second edition of The Incredible Shrinking Alpha, which he coauthored with Andrew Berkin. His work has also been published in various academic...2020-11-1854 min
Sound Investing“Money Talks” with Swedroe, Ferri & Merriman — Part 2This “Money Talks” event brought together Rick Ferri, Larry Swedroe and Paul Merriman to discuss personal finance and investing from their various perspectives. It was a free live online event hosted by Choose FI’s Community Director Jennifer Mah on Oct. 7, 2020.
Due to length of the conversation, we are presenting it in two parts. Here are some of the diverse topics covered. You can access Part 1 here for Video and here for Podcast.
Rick discussed the 4 levels of getting to investment nirvana. Larry recommended anyone getting ready for retirement read Your Retirement Quest: 10 Secrets for Creatin...2020-11-1857 minSound Investing“Money Talks” with Swedroe, Ferri & Merriman — Part 1There is something of interest for every investor in this “Money Talks” event that brought together Rick Ferri, Larry Swedroe and Paul Merriman to discuss personal finance and investing from their various perspectives. It was a free live online event hosted by Choose FI’s Community Director Jennifer Mah on Oct. 7, 2020.
Due to length of the conversation, we are presenting it in two parts. Here are some of the diverse topics covered. Part 2 will be broadcast next week.
The topics covered were diverse and included:
The difference between the desire, willingness and need to take r...2020-11-111h 11
White Coat Investor PodcastWCI #181: Evidence-Based Investing with Larry SwedroePracticing evidence-based medicine is important to physicians, looking at data and changing our practice according to it. Our guest in this episode, Larry Swedroe, has been a proponent of evidence-based investing for a long-time. His teachings have affected me over the years and certainly affected my portfolio construction. In this interview we talk about the limited data set in finance in comparison to other more scientific fields and how much we can rely on that retrospective data going forward. We discuss portfolio construction, alternative asset classes, recommended strategies for spending down assets in retirement, and investment mistakes smart investors...2020-10-221h 09
The Acquirers PodcastShrinking Alpha: Larry Swedroe on alpha and value with Tobias Carlisle on The Acquirers PodcastLarry E. Swedroe is director of research for Buckingham and the BAM ALLIANCE. Larry holds an MBA in finance and investment from New York University and a bachelor's degree in finance from Baruch College.
The book: https://amzn.to/3mk1epd
Twitter: https://twitter.com/larryswedroe
Website: https://www.buckinghamwealthpartners.com/
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We unc...2020-09-211h 02
The Power Of Zero ShowWhat Dalio, Cooperman, Slott, Kotlikoff and Swedroe Have Recently Said About the Future of Tax RatesDavid Walker has been saying that tax rates are going to have to double since 2008. We didn’t do that. So that means the national debt will continue to accumulate until we reach $53 trillion, at which all the money flowing into the Treasury will only be enough to pay the interest on the debt. Many people other than David Walker are starting to speak about the future of tax rates as the national debt continues to skyrocket. Ray Dalio has said that the US will have little choice but to raise taxes in the coming ye...2020-07-0815 min
Standard Deviations with Dr. Daniel CrosbyLarry Swedroe - The Four Horsemen of the Retirement Apocalypse: How to Protect Your Savings from Financial CatastropheLarry Swedroe is the Chief Research Officer at Buckingham Strategic Wealth. He is a pioneer within evidence-based investing that focuses on a scientific approach to investment. He is the author of seven books, including The Only Guide to a Winning Investment Strategy You’ll Ever Need, and the co-author of eight other investment books. At Buckingham, Larry synthesizes peer-reviewed financial journals to come up with custom investment strategies for the firm. He’s made appearances on NBC, CNBC, CNN and Bloomberg Personal Finance and is a regular contributor to Advisor Perspectives and ETF.com. He holds an MBA in fina...2020-06-2559 min
Sujet CapitalLes conseils de Larry SwedroeDans ce nouvel épisode de l’Investissement Décomplexé, James Parkyn, François Doyon La Rochelle et Raymond Kerzérho discutent de la lettre annuelle de l’investisseur Larry Swedroe. Fait saillants : Qui est Larry Swedroe et comment il se démarque des autres investisseurs Présentation de la firme Buckingham Strategic Wealth La collaboration entre Buckingham et PWL Capital Les observations de Swedroe: La gestion active est une stratégie perdante La stratégie d’investir en actions seulement d’octobre à mai seulement produit des rendements inférieurs La diversification de portefeuille fonctionne très bien. Toutefois il s’...2020-02-2734 min
The Boldin Your Money PodcastLarry Swedroe: Strategic WealthThe thirty-fifth NewRetirement podcast. This time, Steve Chen is joined by guest Larry Swedroe —director of research for Buckingham Strategic Wealth — and discusses his new book and what he's learned helping people plan for their future over his 20 plus year career in financial services and wealth management.Recording, editing done by Davorin Robison.© 2020 NewRetirement Inc.
2020-01-231h 07
The Meb Faber Show - Better InvestingThe Best Investment Writing Volume 3: Larry Swedroe – Investment Strategy in an Uncertain WorldLast year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to be released as a segment of the podcast, and listeners loved it.This year, we’re bringing you the entire volume of The Best Investment Writing Volume 3 in podcast format.You’ll hear from some of the most respected money managers and investment researchers all over the world.Enough from me, let’s let Larry take over this special episode. Learn more about your ad choice...2019-11-0429 minBogleheads On Investing PodcastEpisode 012: Larry Swedroe, host Rick FerriLarry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth, a 17 billion dollar wealth management company headquartered in St. Louis, MO. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy educating investors on the elements of investing with an enthusiasm few can match.
Larry has published 17 books that explain investing in layman’s terms. His first book, “The Only Guide to a Winning Investment Strategy You’ll Ever Need” is in its second edition. He has since authored sixteen more books including, “What Wall Street Doesn’t Want You to Kn...2019-08-021h 01
Resolve Riffs Investment PodcastLarry Swedroe: Factors for the Long RunWhen asked about his past, what Larry Swedroe really wanted was to work with the New York Yankees. That dream died when CBS sold the Yankees to George Steinbrenner on January 4th, 1973. But another door opened at the same time that would forever change the trajectory of Larry’s life. As CBS was selling the Yankees, the collapse of the Bretton Woods Agreement had unleashed a maelstrom of volatility in the foreign exchange markets, which caused a great deal of trouble for US corporations with foreign operations. Corporate Treasury departments were rudderless and needed people with brand ne...2019-05-1048 min
More Money PodcastPlanning for a Successful Retirement - Larry Swedroe, Author & Director of Research for Buckingham Strategic WealthI don’t know why exactly, but lately I’ve been hearing from my millennial clients their big concern about not being able to afford retirement. I’m talking 20 and 30 years olds freaking out because they have no idea how they’ll ever be able to save up $1 million (or most likely more) for retirement, plus pay of their student loans, buy a home, start a family, and just simply live! So, I thought I would bring on a retirement expert who can shed some light on the most important things we all need to know about retirement. My guest fo...2019-04-1048 min
Afford AnythingThree Percent is the New Four Percent - with Larry Swedroe, Retirement Planning Expert#175: Larry Swedroe is one of the most respected investment thinkers and writers of our time. He's published 8 books on investing, including one of the first books to explain the science of investing to a layperson audience. He recently wrote an ultra-comprehensive guide to retirement planning. He joins us on the show today to discuss the nuances of investing and retirement planning. We talk about the stock market (is it going to fall soon? Are we heading for a recession?), we talk about risk (including three dimensions of risk that all investors should consider), and we t...2019-02-011h 18
The Rational Reminder PodcastThe Authority Speaks: A Complete Guide to Investing and Retirement with Larry SwedroeToday we are joined by a friend, hero, and a legend in the field fact based investing. Larry Swedroe is here to discuss his latest book, some of the timeless concepts he has been espousing for many years, and to give out a few golden nuggets of advice for your finances and retirement. Larry is so generous with his time and wisdom and we chat about a ton of chapters from his book, Your Complete Guide to a Successful and Secure Retirement, and he picks out a few ideas to focus on here in this quick discussion. Larry shares...2019-01-2345 min
Canadian Couch Potato21 - Larry Swedroe on Investing in RetirementLarry Swedroe joins us to discuss his latest book on the challenges of investing in retirement. Then Dan warns about speculators who are held up as “success stories.” Finally, he offers advice for a reader looking to free himself from mutual funds with deferred sales charges. For complete show notes on Larry Swedroe on Investing in Retirement, visit www.canadiancouchpotato.com/podcast.2018-12-2037 minRetire Secure!Episode 187 - Crunching the Numbers – The Science of Investing, with Researcher and Author Larry SwedroeIn this episode of The Lange Money Hour: Where Smart Money Talks, we welcome Larry Swedroe, a noted researcher and nationally recognized investment expert. Larry is director of research for Buckingham Strategic Wealth. He has authored 15 books, including his latest, Your Complete Guide to Factor-Based Investing, as well as Think, Act & Invest Like Warren Buffett, among many others. Larry has made numerous appearances on TV, sharing his ideas with viewers of NBC, CNBC, CNN and Bloomberg Personal Finance. As a researcher, Larry has earned a reputation for evidence-based investing and exposing misinformation coming out in the mainstream financial media. In...2017-02-0849 min
The Meb Faber Show - Better InvestingLarry Swedroe - "There is Literally No Logical Reason for Anyone to Have a Preference for Dividends" | #28As we recorded Episode 28 on Halloween, it starts with Meb referencing his costume from the prior weekend’s festivities. Can you guess what it was? He stayed true to his financial roots, dressing as Sesame Street’s “Count von Count.” (Sorry, no photographs.)But the guys jump in quickly, beginning with the subject of Larry’s 15th and latest book – “factors.” Larry tells us that the term “factor” is confusing. He defines it as a unique source of risk and expected return. So which factors should an investor use to help him populate his portfolio? Larry believes there are 5 rules to...2016-11-091h 00
Financial Poise RadioEpisode 87 with Larry SwedroeIn Episode 87, Chris Cahill and Larry Swedroe, Director of Research Buckingham Asset Management and BAM Advisor Services discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin). Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner. The first part of this interview aired previously and can be found here. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here: Twitter: @larryswedroe LinkedIn You ca...2016-09-0942 min
Your Money, Your WealthFactor-Based Investing with Larry SwedroeInvesting expert Larry Swedroe joins Joe Anderson, CFP® and Big Al Clopine, CPA to discuss his new book on factor-based investing in episode 62 of the YMYW podcast. Larry also discusses smart beta, his take on the upcoming election, and how investors should react depending on the outcome. Original publish date September 3, 2016 (hour 2). Note that content may be outdated as rules and regulations have changed. 00:00 - Intro 02:02 - “Can the IRS take the property from my trust?” 04:38 - “How much can I collect in widow's benefits?” 08:24 - “Can I re-gift a stock?” 12:35...2016-09-0335 min
Financial Poise RadioEpisode 86 with Larry SwedroeIn Episode 86, Chris Cahill and Larry Swedroe, Director of Research at Buckingham Asset Management and BAM Advisor Services, discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin). Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner. The second part of this interview will air at a later date. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here: Twitter: @larryswedroe Lin...2016-08-1947 minRetire Secure!Episode 174 - Think, Act, & Invest Like Warren Buffett with Larry SwedroeWho wouldn’t want to invest like Warren Buffett? He’s one of the most successful investors in the world, and yet, most people don’t follow his recommendations about where they should be putting their money. In this edition of The Lange Money Hour, we welcome nationally recognized investment expert Larry Swedroe, the author of the book Think, Act and Invest Like Warren Buffett: The Winning Strategy to Help You Achieve Your Financial and Life Goals. Like Warren Buffett, Larry believes that passive investing through index funds is the best path to prosperity, and he’s done the research to back...2016-07-2747 minYour Money, Your WealthActive Investing vs Passive Investing | Interview with Larry SwedroeFinancial expert Larry Swedroe joins Joe Anderson, CFP® and Big Al Clopine, CPA, on YMYW podcast episode 40 to discuss active versus passive investing, comparing past performance numbers to illustrate which investment strategy has a more reliable outcome. Original publish date June 18, 2016 (hour 2). Note that content may be outdated as rules and regulations have changed. 00:00 - Intro 07:07 - “The fact of the matter is, the most successful investors understand that markets will go down and they have a strategy of what they’re going to do when they go down” 08:16 - Start of Interview with Larry Swedroe...2016-06-1839 minYour Money, Your WealthPassive Investing vs. Active Investing with Larry SwedroeFinancial professional Larry Swedroe joins the show to talk about the best ways to invest in the stock market in episode 24 of the YMYW podcast. He compares passive and active investing, explaining which approach is best for pre-retirees and retirees. Original publish date April 23, 2016 (hour 2). Note that content may be outdated as rules and regulations have changed. 00:00 - Intro 01:27 “If you’re at all interested to figure out what’s going on in the overall markets, we’ll get a recap of the first quarter, we can talk about active management versus passive management and we’ll ta...2016-04-2337 minYour Money, Your WealthThe Incredible Shrinking Alpha with Larry SwedroeOriginal publish date February 27, 2016 (hour 2). Note that content may be outdated as rules and regulations have changed. In episode 6 of YMYW, Larry Swedroe joins the show to discuss what recency bias is and why you should avoid it. Joe and Al ask Larry what the key to successful investing is, and Larry talks about his books The Incredible Shrinking Alpha and Think, Act and Invest like Warren Buffett. 2:12 “The conventional wisdom goes like this: take distributions first from taxable accounts such as your brokerage accounts, then from tax-deferred accounts like your IRAs and 401(k)s…that is the ru...2016-02-2737 minRetire Secure!Episode 154 - The Incredible Shrinking Alpha with Larry SwedroeTOPICS COVERED: Guest Introduction: Larry Swedroe, Author, MBA in Finance & Investment; What is Alpha?; Active versus Passive Management; Considering Premiums; Advice for the Do-It-Yourselfer; How to Choose the Right Advisor
2015-12-2247 min
Financial Poise Weekly Rundown PodcastFlashback Friday: Best of 2015This week Accredited Investor Markets Radio would like to share our most popular episode from 2015, Episode 25 with Larry Swedroe. If you haven't had a chance to check it out, this episode is guaranteed to be worth a listen!
Be sure to listen to our second session with Larry Swedroe in Episode 33. You can find that at www.aimkts.com
Episode 25:
What are the odds? This week in Episode 25 of Accredited Investor Markets Radio host Chris Cahill speaks to Larry Swedroe to find out whether it's best to adapt an active or p...2015-12-0431 min
Financial Poise Weekly Rundown PodcastFlashback Friday: Best of 2015This week Accredited Investor Markets Radio would like to share our most popular episode from 2015, Episode 25 with Larry Swedroe. If you haven't had a chance to check it out, this episode is guaranteed to be worth a listen!
Be sure to listen to our second session with Larry Swedroe in Episode 33. You can find that at www.aimkts.com
Episode 25:
What are the odds? This week in Episode 25 of Accredited Investor Markets Radio host Chris Cahill speaks to Larry Swedroe to find out whether it's best to adapt an active or p...2015-12-0431 minRetire Secure!Episode 130 - The Quest for Alpha with guest Larry Swedroe, MBAThe Quest for Alpha, Guest: Larry Swedroe, MBA, Episode 130, TOPICS COVERED: Guest Introduction: Larry Swedroe, Defining "Alpha", The Four Factors, Index Fund Recommendations, Reducing the Risk of the Black Swan2015-06-1548 min
Financial Poise Weekly Rundown PodcastEpisode 33 with Larry SwedroeWhat are the odds? This week in Episode 33 of Accredited Investor Markets Radio host Chris Cahill continues his conversation with Larry Swedroe about whether it's best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.
You can find out more about Larry Swedroe and Buckingham here.
Or you can find him here:
Twitter: @larryswedroe
LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59
2015-04-2446 min
Financial Poise Weekly Rundown PodcastEpisode 33 with Larry SwedroeWhat are the odds? This week in Episode 33 of Accredited Investor Markets Radio host Chris Cahill continues his conversation with Larry Swedroe about whether it's best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.
You can find out more about Larry Swedroe and Buckingham here.
Or you can find him here:
Twitter: @larryswedroe
LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59
2015-04-2446 min
Financial Poise Weekly Rundown PodcastEpisode 25 with Larry SwedroeWhat are the odds? This week in Episode 25 of Accredited Investor Markets Radio host Chris Cahill speaks to Larry Swedroe to find out whether it's best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.
You can find out more about Larry Swedroe and Buckingham here.
Or you can find him here:
Twitter: @larryswedroe
LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59
2015-02-2731 min
Financial Poise Weekly Rundown PodcastEpisode 25 with Larry SwedroeWhat are the odds? This week in Episode 25 of Accredited Investor Markets Radio host Chris Cahill speaks to Larry Swedroe to find out whether it's best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.
You can find out more about Larry Swedroe and Buckingham here.
Or you can find him here:
Twitter: @larryswedroe
LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59
2015-02-2731 minRetire Secure!Episode 81 - Investing Mistakes with Larry Swedroe, MBAEpisode 81 - Investing Mistakes with Larry Swedroe, MBA - TOPICS COVERED: Introduction of Guest - Larry Swedroe, MBA; Common Mistake: Buying High and Selling Low; Avoid Mistakes With A Well Thought Out Plan; Tailor Your Portfolio to Your Unique Situation; Confusing The Familiar With The Safe; Integrate An Overall Financial Plan; Understanding Indexing
2014-07-1750 min