Những podcast Systematic Investment Plan hay nhất (2024)

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9: Ep 009 - 5 steps to implement a goal based investment plan 23:00

3d ago23:00

23:00

Goal based investing concept is easier to understand but very few investors follow a methodological and bucketed way of managing their finances. In this podcast, Lisa Pallavi Barbora and Ravi Samalad analyse the pros and cons of this approach, which kind of investors it is ideal for, how to go about identifying your goals and use the right asset cl…

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A Framework For Evaluating Investment Fads With Marlena Lee (EP.171) 44:10

5d ago44:10

44:10

In this episode, I’m joined by Marlena Lee from Dimensional Fund Advisors for a deep dive into evaluating investment fads and how to build better portfolios. We also explore the importance of global diversification and why certain investments may not belong in your long-term strategy. Listen now and learn: A framework for evaluating whether an inve…

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The Brinker Due Diligence Team - Due Diligence and How to Do it Right 43:56

6d ago43:56

43:56

Today, Rusty and Robyn are joined by John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team. Key Takeaways [04:10] - The professional background of each of our guests today and what led them to Brinker. [09:06] - If they had to do due diligence on a due diligence team, what would they look for in that…

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A Low-Stress Way to Spend Guilt-Free and Keep Your Finances Healthy (EP.170) 43:01

12d ago43:01

43:01

Things can get complicated quickly in the world of personal finance. From investing and budgeting to estate planning and insurance, there are multiple ways to accomplish what you need to get done. In today’s episode, you’ll hear an interview I did on “The Struggle Is Real” podcast. This interview dives into how to simplify investing and budgeting i…

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Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing 1:06:31

13d ago1:06:31

1:06:31

Today, Rusty and Robyn are joined by Jerry Parker, CEO of Chesapeake Capital. Mr. Parker is the Chairman and Chief Executive Officer of Chesapeake and Chesapeake Holding Company. Mr. Parker received a Bachelor of Science degree in Commerce, with an emphasis in Accounting, from the University of Virginia in 1980. Mr. Parker started his trading caree…

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Skill, Luck, and Strategy: What Chess Can Teach You About Investing with Rubin Miller (EP.169) 41:21

19d ago41:21

41:21

In this episode, we tackle one of the biggest challenges investors face: making smart, strategic decisions in an unpredictable market. Drawing inspiration from the game of chess, my guest Rubin Miller will explain how to think several steps ahead when it comes to your portfolio, outmaneuver market uncertainty, and avoid costly mistakes. We also dis…

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Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean? 54:50

21d ago54:50

54:50

Today, Rusty and Robyn are joined by Joe Smith. Joe is Co-founder, Chief Investment Officer and head of Parti Pris’ Investment Strategy Committee. He has executive responsibility for wealthtech platform development, and thought leadership. In his leadership role, he brings deep expertise in applying technology and portfolio optimization tools to po…

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6: Mutual Funds – Pathway to Financial Growth! 18:45

25d ago18:45

18:45

Mutual Funds – Pathway to Financial Growth is a guide designed to demystify the world of mutual funds, making investing accessible to everyone. This comprehensive overview covers the fundamentals of mutual funds, explaining how they pool money from multiple investors to create a diversified portfolio of stocks, bonds, or other securities. Managed b…

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What To Do When A CD Matures (EP.168) 14:04

26d ago14:04

14:04

When a CD matures, you have several options: renewing the CD, moving the funds to a high-yield savings account, or exploring higher-risk, higher-reward investments. Each choice comes with its own set of benefits and drawbacks. Listen now and learn: Strategies for maximizing your earnings Whether you should renew your CD or move to a high-yield savi…

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Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History 43:10

27d ago43:10

43:10

Today, Rusty and Robyn are joined by Scott Davis and John Finneran, the Head of ETFs and ETF Sales Specialist respectively at Capital Group. Scott T Davis is an ETF director at Capital Group, home of American Funds. He has 17 years of industry experience and has been with Capital Group for 16 years. Prior to his current role, Scott led product deve…

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From Stock Picking To Systematic Investing Success With Wes Gray (EP.167) 42:27

1M ago42:27

42:27

Wes Gray, founder of Alpha Architect, joins the show to explore the evolution from traditional stock picking to data-driven quantitative investing. Listen now and learn: Why even a perfect stock-picking strategy can still fail during market downturns The power of factor investing and how it systematically enhances portfolio returns A critical persp…

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Ben Cruikshank of Flourish Financial - Our Love Hate Relationships with Cash and Annuities 58:56

1M ago58:56

58:56

Today, Rusty and Robyn are joined by Ben Cruikshank. Ben is President of Flourish, where he oversees all client-facing teams, including Sales, Relationship Management, Partnerships, and Support. Ben is a frequent commentator on issues related to investment advisors and has appeared in The Wall Street Journal, Barron's, Marketwatch, and numerous ind…

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Why You Don’t Have to Pick Winning Stocks (EP.166) 13:22

1M ago13:22

13:22

In the realm of investing, nothing is more seductive than picking a winning stock. Unfortunately, investing in individual stocks is incredibly risky. But here’s the good news: picking winning stocks isn’t necessary. Listen now and learn: A history of individual stock returns How professional investors perform The best way to own winning stocks Visi…

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Adam Abbas of Harris Associates - It’s All About Fixed Income 33:16

1M ago33:16

33:16

Today, Rusty and Robyn are joined by Adam Abbas, Head of Fixed Income and Portfolio Manager at Harris Associates. Adam Abbas has been a manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds. He started at Harris Associates in 2018 after working as a lead portfolio manager at…

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Debunking Dividend Investing Myths ft. Taylor Schulte (EP.165) 32:42

2M ago32:42

32:42

Taylor Schulte joins the show for a dive deep into the world of dividend investing. Tune in as we debunk common myths and provide a clear framework for building a successful investment portfolio. Listen now and learn: The drawbacks of chasing high-yield investments and how to build a balanced portfolio How dividend-focused funds perform relative to…

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David Ricci of William Blair - The Future of Growth Investing 38:47

2M ago38:47

38:47

Today, Rusty and Robyn are joined by David Ricci, a Portfolio Manager at William Blair. David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector,…

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8: Ep 008 - Analyzing Fund Returns 19:57

2M ago19:57

19:57

Analyzing and interpreting fund returns can be a challenge, especially for novice investors. In this episode, Lisa Pallavi Barbora and Ravi Samalad help you understand what compound annual growth rate (CAGR), extended internal rate of return (XIRR), rolling returns and absolute return mean and how to interpret them when looking at your fund’s retur…

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A Routine Stock Market Pullback (EP.164) 8:46

2M ago8:46

8:46

With the S&P 500 rapidly declining over the past two weeks, what should investors be doing? Listen now and learn: How often the stock market falls What triggered the most recent stock market decline Timeless wisdom for periods of stock market losses Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.…

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Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing? 37:44

2M ago37:44

37:44

Today, Rusty and Robyn are joined by Eric Crittenden, Founder and Chief Investment Officer at Standpoint Asset Management. Standpoint is an investment firm focused on bringing all-weather portfolio solutions to US investors. Eric has over 20 years of experience researching, designing and managing alternative asset portfolios. Eric holds a BA in Fin…

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How to Use Alternative Investments With Phil Huber [LIVE] (EP.163) 43:56

2M ago43:56

43:56

If you want to maximize your investing returns beyond what traditional methods offer, discover leading edge opportunities, or simply stay up to date on the latest investing trends, alternative investments may be for you. The pursuit of diversification is not as straightforward as it once was — and the classic 60/40 portfolio may no longer be suffic…

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Mike Singleton of Invictus Research - The Things That Matter and the Things That Don’t 38:07

2M ago38:07

38:07

Today, Rusty and Robyn are joined by Mike Singleton, Senior Analyst and Principal at Invictus Research. Mike studied finance and theology at the University of Notre Dame, where he graduated summa cum laude. After graduating, Mike had the opportunity to work for several years with Broad Run Investment Management, where he spent most of his time cond…

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When Tax-Loss Harvesting Makes Sense (And When It Doesn’t) (EP.162) 14:01

2M ago14:01

14:01

In this episode, we're dissecting a strategy that many believe is a must-do for every investor: Tax-Loss Harvesting (TLH). But what if I told you that this widely recommended tactic might not be beneficial for everyone? Listen now and learn: The three components necessary to derive value from tax loss harvesting Reasonable expectations of value fro…

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James St. Aubin of Sierra Investment Management and Ocean Park Asset Management - What’s Ahead for the Markets and How Will Artificial Intelligence Impact the Investment Industry? 36:27

2M ago36:27

36:27

Today, Rusty and Robyn are joined by James St. Aubin, Chief Investment Officer of Sierra Investment Management and Ocean Park Asset Management. James St. Aubin, CFA®, CAIA®, is Chief Investment Officer for Sierra Investment Management. He has oversight of all activities of the Investment Management department, in collaboration with Sierra co-founde…

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How to Reduce Your Investing Anxiety Using A Stoic Approach With Darius Foroux (EP.161) 46:38

3M ago46:38

46:38

If you’ve ever felt anxious or overwhelmed by market volatility, don't miss this episode. I’m joined by Darius Foroux, a newsletter writer to 100,000 subscribers and author of the brand new book The Stoic Path to Wealth. His steady approach helps investors navigate the chaos of modern-day markets with discipline, emotional distance, and self-master…

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Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits 35:14

3M ago35:14

35:14

Today Rusty & Robyn are joined by Tyson Walker, Director of Portfolio Strategy at Orion OCIO, also known as Town Square Capital, in Salt Lake City. Tyson Walker serves as the Director of Portfolio Strategy at TownSquare Capital, where he leads a dedicated team of investment analysts. In this role, Tyson ensures that financial advisors receive exper…

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5: Smart Wealth Allocation. 10:13

3M ago10:13

10:13

Asset allocation is the cornerstone of a sound investment strategy, determining how you distribute your investments across various asset classes such as stocks, bonds, real estate, and cash. This crucial process aims to balance risk and reward according to your specific financial goals, risk tolerance, and investment horizon. In this podcast, we de…

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How Will The US Presidential Election Impact The Stock Market? (EP.160) 4:46

3M ago4:46

4:46

This episode dives into a topic that grabs investors’ attention every four years: the Presidential election. The potential impact on the economy, policy, and markets often leads to increased anxiety and speculation. Listen now and learn: The historical impact of elections on the stock market How markets have performed during different presidencies …

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Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them 1:01:45

3M ago1:01:45

1:01:45

Today, Rusty and Robyn are joined by Kostya Etus, CIO of Dynamic Advisor Solutions. Konstantin “Kostya” Etus, CFA® is the Chief Investment Officer at Dynamic Advisor Solutions. He is responsible for leading Dynamic’s Investment Management team and overseeing all investment operations at Dynamic, including investment people, philosophy, process, por…

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The Sustainability of Social Security and What it Means For You (EP.159) 15:28

3M ago15:28

15:28

There are few topics as broadly misunderstood as US government spending and, as a result, many conversations regarding Social Security are off the mark. The financial well-being of Social Security is obviously important from a policy perspective, but perhaps even more important from a financial planning and personal investment perspective. Listen n…

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Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets 49:31

3M ago49:31

49:31

Today Rusty & Robyn are joined by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr.…

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7: Ep 007 - Sector funds 16:19

3M ago16:19

16:19

If you have been observing the market, PSUs shares have been in the limelight in the last one year. As investors, one may be tempted to invest in PSU stocks. This is where sector funds come into play. They invest in one particular sector or theme such as PSUs, technology, pharma and so on, which helps you take a dedicated exposure to one sector or …

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Will The US National Debt Cause Problems Soon? (EP.158) 17:12

3M ago17:12

17:12

The US national debt is a significant and often misunderstood topic: With the current debt sitting at around $34.6 trillion, many wonder if this signals an impending crisis. Peter breaks down what this figure means and explores the broader implications (many of which may surprise you). Listen now and learn: Differences between the deficit, the debt…

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Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager? 48:49

3M ago48:49

48:49

Today Rusty & Robyn are joined by Gerard O’Reilly from Dimensional Fund Advisors. Gerard O’Reilly serves as Co-Chief Executive Officer and Co-Chief Investment Officer of Dimensional Fund Advisors LP and is a Dimensional Director. He was named Co-CEO in 2017 and has been with Dimensional since 2004. Along with Co-CEO Dave Butler, Gerard guides the f…

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Why the US Dollar Rules the World: A Deep Dive into Reserve Currencies (EP.157) 12:02

3M ago12:02

12:02

While the US dollar currently enjoys a dominant position as the world's reserve currency, various factors could challenge its supremacy. Emerging economies, digital currencies, geopolitical shifts, and global financial reforms all pose potential threats. Understanding these dynamics is crucial for navigating the future of global finance. Listen now…

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Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management 34:21

3M ago34:21

34:21

This week, Rusty and Robyn are joined by Bill Wostoupal, EVP of OCIO at Orion. Bill is the EVP, of Orion OCIO. He is responsible for the coordination and execution of Orion's vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base. Key Takeaways [04:26] - Bill has been in the…

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