Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37
Introduction
00:00 • 3min
The Index Revolution, Why Investors Should Join It Now
03:08 • 2min
Indexing and Winning
04:59 • 2min
The Paradox of Skill
07:14 • 2min
Falling Short, the Coming Retirement Crisis
09:02 • 4min
I've Got 110, 115,000 Smackers. That's Your 30 Years, Right?
12:34 • 2min
What's the Mix Blend?
14:20 • 2min
The Unfunded Obligation - Who's on the Hook?
15:56 • 2min
The Investment Management Business Shouldn't Be a Profession
17:26 • 2min
What I Learned From Working With the Rockefeller's
19:26 • 2min
How Many Investors Confusion Luck for Scale?
21:33 • 2min
The Loser's Game
23:03 • 2min
The Loser's Game About Investing
25:07 • 2min
Is Your Portfolio the Average 79 Year Old Man's Portfolio?
27:24 • 2min
Is There a Loser's Game?
29:04 • 2min
The Importance of Understanding Your Own Skill Set
30:36 • 2min
I Don't Have to Outrun the Bear. I Just Have to Catch You.
32:21 • 2min
Are We Getting Rid of the Capital Allocation Function?
33:54 • 3min
Index Investing
36:42 • 2min
Shouldn't Be Replaced, Not Opt In, but Opt Out?
38:58 • 2min
The Choice Architecture, the Default Setting Is Significant.
40:39 • 3min
How Do We Get People to Save More Than 3% of Their Income?
43:30 • 2min
Financial Literacy Is Great, but You Shouldn't Do That
45:28 • 2min
Are You in It for the Long Term?
47:32 • 2min
The Real Return of Inflation Adjusted Bonds
49:24 • 2min
What Should You Think About When Interest Rates Go Down?
51:11 • 2min
What Was Benchmarking Like in the 70s?
53:22 • 2min
How Did the Art History Training Help You in Your Career?
54:53 • 3min
Who Are the Thinkers and Investors That Influenced Your Career?
57:35 • 3min
What I've Learned From Warren Buffett and David Swenson
01:00:27 • 5min
Harvard and Yale Endowment
01:05:13 • 2min
The Key Word of Stability
01:07:02 • 2min
What's Your Favorite Investment and Finance Book?
01:09:23 • 2min
What Do You Think Is the Most Significant Change in Investing?
01:11:38 • 3min
What Do You Do Outside of the Office?
01:14:41 • 2min
What Do You Wish You Knew About Investing Today?
01:17:09 • 2min
What Do You Wish You Were Able to Do Early in Your Career?
01:18:46 • 3min


