Shows
Excess ReturnsBusting 50 Years of Investing Myths | Rob ArnottIn this episode of Excess Returns, Jack Forehand and special guest host Perth Tolle sit down with Rob Arnott, founder of Research Affiliates and pioneer of fundamental indexing. Rob discusses his thought-provoking article "50 Years of Innovation, Myth Making and Myth Busting," written for the 50th anniversary of the Journal of Portfolio Management.
The conversation covers several critical investing myths and insights, including:
The evolution of fundamental indexing and why "smart beta" has lost its meaning
Why historical returns can be deceptive when estimating future equity risk premiums
The surprising truth about long-term forecasting in markets
The impact of index...2025-01-231h 12
Rational Grounds with Diogo CoheaBitter Belief on Faith and Authenticity: Escaping the Music Industry TrapsIn this compelling episode of Rational Grounds, I sit down with Perth rap artist Bitter Belief to explore the intersections of religion, ethics, and politics in both his music and his life.
We discuss his journey to faith, starting with a profound moment in Bali that led him to embrace Christianity and find deeper purpose. Bitter Belief shares how his belief in God has reshaped his creative process, steering him further toward authenticity and away from the shallow pursuits of the entertainment industry.
We also tackle ethical questions about the responsibility of artists. Are rappers...2025-01-151h 47
Stay Wealthy Retirement PodcastHow to Invest In Emerging MarketsEmerging Markets are the worldâs primary drivers of global growth (and wealth accumulation). Just over 50% of the world's economic output comes from these countries. 𤯠They play a crucial role in shaping global economic trends... ...but most retirement investors don't fully understand this asset class. To help break it down for us, Emerging Markets expert and founder of Life + Liberty Indexes, Perth Tolle, stops by to discuss: ⤠What Emerging Markets are and why retirement savers should consider investing in this asset class ⤠Why traditional, low-cost Emerging Market funds may...2024-11-2137 min
How Did We Get Here?15. How Did We Get From Answering Phones to Index Funds? with Perth TolleIn this episode, we chat with Perth Tolle, a finance trailblazer who mixes personal values with smart investing. From her time as a Fidelity advisor to creating a freedom-focused index for emerging markets, Perthâs journey shows how staying true to your beliefs can lead to success. We also talk about taking risks, changing careers, and how community support can help you bounce back from challenges. Listen for tips on investing, new markets, and the power of connections.Connect with us! Perth Tolle on LinkedInLife + Liberty IndexesJess Bost on Lin...2024-11-071h 04
We Talk CareersImpact of Women In ETFsShow notes: Impact of Women in ETFsAre you involved? Have you hesitated to lean into Women in ETFs or another professional organization? Our amazing guests articulate why you should act now.Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they used their unique voices to network and what steps they took before the conference to assure success.  Featured on this episode:- Christine Berg, Ma...2024-06-2525 min
Epsilon Theory PodcastThe Intentional Investor #5: Perth TolleIn this episode of The Intentional Investor, host Matt Zeigler interviews Perth Tolle, founder of the Freedom Index and Life + Liberty Indexes. Perth shares her remarkable journey from growing up in China to launching a freedom-weighted emerging markets ETF strategy, which recently celebrated its 5th anniversary. She discusses her experiences with personal and economic freedom, the importance of objective data in the investment process, and the challenges she faced in bringing her vision to life.2024-05-2803 min
The Compound and FriendsIs Amazon a Monopoly?On episode 111 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Perth Tolle and Gunjan Banerji to discuss: Amazon's antitrust issues, a coming secular rotation in equities, Investing in Emerging Markets and China, Meme stocks are back, and much more!Todayâs show is brought to you by wealth.com. Visit https://wealth.com/compound for more info!Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss...2023-09-291h 22
The Intrinsic Value Podcast - The Investorâs Podcast NetworkMI274: Investing in Emerging Markets w/ Perth TolleRobert Leonard chats with Perth Tolle. In this episode, they discuss the relationship between Freedom metrics and returns for emerging markets, the four main autocratic risk factors impacting investments in countries under authoritarian rule, and more! Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom a...2023-05-3044 min
Money Life with Chuck JaffeFreedom ETF's Tolle: Liberty can play a role in profitabilityPerth Tolle, founder of Life and Liberty Indexes -- the basis for the Freedom 100 Emerging Markets ETF -- says that companies based in countries run by autocrats are held back in many different ways, not the least of which is that they must compete for the favor of the government and the people in power, rather than being able to focus on serving the market and customers, and that investors who want to avoid much of the headline-making geopolitical risk present globally today from creeping into their portfolio will make freedom a factor in where they invest. Also on...2023-04-261h 04
Voice from the HillsSpecial Episode: Origin StoryJoin James Werner as he explores the ORIGIN STORY of Voice From the Hills Podcast. -After almost 40 episodes, it seems only fitting that the story of Voice From the Hills be told through the guests that were on the show. Voice From the Hills strives to introduce the best and brightest talents in the industry. With each guest, we gain access to his or her unique capabilities and perspectives. The insights gained from the guests helps our audience build and manage their wealth, and help cement their lifelong impact.-2023-04-1253 min
The 7investing PodcastEmerging Market Investing with Perth TolleIt's relatively easy to argue that some type of exposure to emerging markets belongs in most U.S. investor portfolios. Emerging markets represent about 4.3 billion people, 50% of the global GDP, but only a relatively small percentage of global equities' market cap. Emerging markets are usually defined as a country with a developing economy that shares some, but not all, characteristics with a developed economy.
To discuss emerging markets more, 7investing lead advisor Matthew Cochrane welcomed Perth Tolle, the founder of Life and Liberty Indexes, to 7investing's podcast.
The two coincidentally talked on February 24, 2023, the first...2023-02-2848 min
LagniappeThe Macro View with Rob KoyfmanIn this weekâs episode, the guys welcome on Rob Koyfman, CEO and co-founder of Koyfin. His company offers live market data and powerful analytical tools in a modern, intuitive format.Rob, an expert at taking the macro perspective, discusses emerging markets, inflation, efficiency in the tech sector, and making industry-leading data available for everyone, no matter the size of the portfolio.Key Takeaways
[00:18] - A look at Rob Koyfmanâs experience leading to founding Koyfin
[03:31] - Robâs optimistic view about the macroeconomy right now
[09:18] - The macro look at emergi...2023-02-2139 min
LagniappeExploring the Relationship Between Freedom and Markets with Perth TolleThis weekâs guest is Perth Tolle, the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). This freedom-weighted equity strategy is the first of its kind and uses personal and economic freedom metrics as primary factors in its investment process.Doug and Greg chat with Perth about how/why she came up with the ETF, how the strategy performs vs. the market cap-weighted benchmarks, the risks of autocracies, Chinaâs role/exposure, ESG, and more.Key Takeaways
[00:23] - About Perth Tolle
[01:02] - The Freedom 100 Emerging Mark...2022-12-2736 min
Investing the Templeton WayPerth Tolle on Freedom-Weighted Emerging MarketsDo you want to invest based on your values? Today on Investing the Templeton Way, my guest Perth Tolle explains freedom weighting. Perth founded the Life + Liberty Indexes and created the Freedom 100 Emerging Markets ETF (ticker FRDM). She explains the metrics used to classify some emerging markets as freer than others, and the correlation between freedom and economic success.Investing the Templeton Way with Lauren Templeton is a podcast that explores the worldâs most intriguing investment topics from the overseas markets to mastering our own minds. Gather investment wisdom and educate yourself as you listen to in...2022-11-2543 min
The Gavin Graham ShowThe Gavin Graham Show â Season 2, Episode 3. Perth Tolle. Join SmartBe Investments Chief Investment Officer Mr. Gavin Graham for a eye-opening conversation about emerging market investing with Perth Tolle, founder of Life+Liberty Indexes and creator of the Freedom 100 EM Index (FRDM). During the dialogue Perth discusses the investment risks brought about by autocratic policies; how the âfreeâ EM countries are benefitting from the western decoupling from large autocracies; and their seventy-nine factor quantitative approach to measuring âfreedomâ. All this and more in this segment of the Gavin Graham Show.2022-11-2513 min
Lead-Lag LiveWhy Emerging Markets Have Been Atrocious With Perth TolleThe best investments tend to be the ones that sucked for years.Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport  Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.  Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.  The content in this progr...2022-09-0651 min
How I quit alcohol105. Doing life without alcohol with Matt from PerthIn this episode I catch up with one of the HIQA Grads, Matt from Perth. Matt has been sober for just over 12 months after joining the HIQA 3 month challenge back in July 21.  Matt always said he could never imagine a life without alcohol but is now thriving in sobriety and life is better than he ever imagined.  As a heavy binge drinker, Matt would often have blackouts that leave him feeling shame, embarrassment, guilt and anxiety the next day.  We talk about blackouts, imaging a life without alcohol, what books he has found helpful, the tools that have kept...2022-08-0649 min
Forbes AIRSLA7/22/2022 Totalitarian-Free Episode 23 :: Martin GrodtShow Notes for Forbes-AIRSLA
âTotalitarian-Free Returnsâ by Hank Tucker Pg. 44Â (8:14)
When Russiaâs invasion of Ukraine sent most emerging-markets funds plummeting, PERTH TOLLEâS FREEDoM INDEX FUND avoided most of the carnage - because economies run by despots will never be on her buy list.
AIRSLA
This podcast is produced by Audio Internet Reading Service of Los Angeles (AIRSLA). These recordings are provided solely for the use of the blind and print impaired. Materials or items read on AIRSLA are the copyright property of the original authors and publishers. No unauthorized use or duplication is permit...2022-07-2308 min
The Green InvestorLife, Liberty, and Investing Returns with Perth TollePerth Tolle, founder of the Life and Liberty Indexes, joins the show to talk about the connection between freedom and investing, and why it's more important now, than ever. Plus, the planet is baking with extreme temperatures in Asia, Europe and the U.S. threatening millions of lives and driving utility prices even higher. What, if anything, can political leaders do about it, and why their choices could compromise renewable energy adoption.LINKS FOR SHOW NOTEShttps://www.fema.gov/disaster/stafford-acthttps://www.ercot.com/https://www.cli...2022-07-2131 min
Invest In WomenInvest in Women - episode 2: Perth TolleAbout the episode:Finding your purpose, persevering through the ups and downs, and trusting the process are keys to career success.About Our Guest:Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index).2022-07-1227 min
Masters in BusinessPerth Tolle on ETF Freedom MetricsBloomberg Radio host Barry Ritholtz speaks with Perth Tolle, who is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Tolle was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Tolle lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Tolle was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021. See o...2022-07-011h 10
Real Vision: Finance & InvestingThe Next Big Trade - Perth Tolle Explains Why Freer Emerging Markets Have Tremendous UpsideHereâs a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Perth Tolle is the Founder of Life + Liberty Indexes. She joins Harry Melandri to detail why emerging markets with limited regulation will perform more sustainably than emerging markets with heavier governmental control. She explains the variables that go into Life + Libertyâs allocation strategy (âfreedom weightingâ) and also touches on global macro. Learn more about your ad choices. Visit megaphone.fm/adchoices2022-05-2949 min
Carnegie Council PodcastsFor Companies, Could China Be the Next Russia? with Perth TolleAfter Russia's invasion of Ukraine, the global financial backlash was swift and unprecedented: Dozens of financial institutions cut off their exposure to the Russian market for reasons that were at least partially ethical. These moves against Russia have led many to wonder if Chinaâwhich is far more integrated into the global economyâcould and should be the next target. In this podcast, Isaac Stone Fish and finance expert Perth Tolle discuss these issues and more. For more, please go to carnegiecouncil.org. 2022-05-0647 min
AlignedLife with Justin CastelliBringing Freedom With Perth Tolle : The Daily PRSTToday's Monday Motivation highlights Perth Tolle and her Pursuit to bring and reward freedom to the citizens of emerging market coountries. What started out as an idea, turned into an index, and then turned into a thriving ETF. Hear how Perth executed on her passion and is helping change the world one investment at a time. Disclaimer: The discussion of The Freedom 100 Emerging Market Index is not a recommendation and clients of RLS Wealth do hold this investment in portfolios. Do your own research and consult a financial advisor when it comes to...2022-05-0206 min
The Breakthrough Factor with Jess BostInvesting in Freedom with Perth TolleIn this episode, Perth and I take the conversation back to how she began her career in finance. As we go through her story, it becomes obvious that her business is a passion project. From being a single parent with very little family support to being a minority pushing against closed doors to start a fund she believed in, Perth has had to be incredibly persistent to see her dreams come to life. Perth Tolle is the founder of Life + Liberty Indexes. Through working in private wealth management at Fidelity Investments, and living and working in Beijing and Hong...2022-04-2631 min
TrillionsThe Great Emerging Markets DebateThis past year has reminded everyone why theyâre called âemergingâ markets. But itâs gone further this time, with investors questioning whether they even want to own anything in countries ruled by authoritarian governments, such as those in Russia and China. The conversation, in other words, has evolved. On this weekâs episode of Trillions, we recorded live from the Exchange conference in Miami with Perth Tolle, founder of Life + Liberty Indexes, Jeremy Schwartz, chief information officer of WisdomTree and Bloomberg reporter Katie Greifeld. Tolle and Schwartz have a friendly debate about whether China and Russia deserve a s...2022-04-1443 min
Women's Money WisdomEpisode 111: ESG InvestingIn this episode Melissa Fradenburg, CDFAŽ, talks about environmental, social, and governance (ESG) investing and shares clips from previous episodes featuring Kalita Blessing, CFPŽ and a Chartered SRI Counselor, as well as Perth Tolle, founder of The Life + Liberty Freedom 100 Emerging Markets Index. In this episode you will learn more about sustainable, responsible, and impact investing strategies and ways to implement ESG investing into your portfolio.Find out more about Perth TolleFind out more about Kalita Blessing HERE.Read more on ESG Investing HERE.2022-04-1212 min