The Long View

Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor with roughly $300 billion in combined assets under management and advisement. Peter has also written or co-written several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them, The Path: Accelerating Your Journey to Financial Freedom with Tony Robbins, and his latest, Money, Simplified. Peter graduated from the University of Kansas with four majors, including degrees in business administration and economics. He went on to earn a law degree and a Master of Business Administration degree, also at the University of Kansas.BackgroundBioCreative PlanningPathway Financial EducationBooksMoney, Simplified, by Peter MalloukThe 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right, by Peter MalloukThe Path: Accelerating Your Journey to Financial Freedom, by Peter Mallouk, with Tony RobbinsPodcastsDown the Middle, with Peter Mallouk and Jonathan ClementsSignal or Noise? with Charlie Bilello and Peter MalloukCreative Planning“What to Expect in the Year Ahead,” by Peter Mallouk and Jonathan Clements, creativeplanning.com, Dec. 29, 2023.“Creative Planning Closes on Acquisition of Goldman Sachs Personal Financial Management,” by Diana Britton, wealthmanagement.com, Nov. 3, 2023.“Peter Mallouk: The No. 1 Thing to Look for in Investments Now,” by Dinah Wisenberg Brin, thinkadvisor.com, Feb. 27, 2023.“Tax-Loss Harvesting: What It Is and Why It Matters,” by Taylor Harroun, creativeplanning.com, Oct. 4, 2023.“The Media Has a Fiduciary Responsibility, But It’s Not to You,” by Peter Mallouk, creativeplanning.com, March 15, 2024.Other“How Financial Planners Actually Do Financial Planning (2023),” by Dan Inveen, Michael Kitces, and Meghaan Lurtz, kitces.com, 2023. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discover the unstoppable rise of index investing with Bryan Armour, covering active vs. passive funds, market implications, fund fees as return predictors, and global fund flows. Explore the dominance of passive investing, the evolution of Bitcoin ETFs, covered call and dividend-focused ETFs, direct indexing benefits, and manager strategies. Dive into insights on wealth platforms, advisor preferences, model portfolios, active ETF growth, and the future of crypto ETFs.

Anne Lester, former head of retirement solutions at J.P. Morgan, shares insights on millennials, investing, and smart savings strategies. She emphasizes starting early, automating savings, and simplifying investing with target date funds. The podcast also delves into her personal journey, reflections on retirement, and navigating success as a woman in a male-dominated field.

JB Taylor, CEO of Wasatch Global Investors, discusses the undervaluation of small cap stocks and the potential for high growth opportunities. He explores investment strategies in the small-cap space and the dominance of mega-cap stocks. The podcast also delves into the investment approach, market dynamics, international investing, embracing mistakes for growth, the success story of O'Reilly Automotive, and the importance of long-term investing.

This podcast features Sonali Pier from PIMCO discussing advantages of fixed income investments, diversification strategies, navigating complex investment landscape of 2022, global approach to fixed income investing, team dynamics in investment strategy, and closing remarks on investments.

Marc Freedman, founder of CoGenerate, explores age diversity in the workplace, advocating for inclusive structures. He discusses the concept of Encore careers and the benefits of continuing to work later in life. Freedman highlights the importance of combating ageism and staying relevant through continuous learning and collaboration between generations.

Roger Young, thought leadership director at T. Rowe Price, discusses topics such as beneficiary designations, transitioning to retirement portfolios, retirement withdrawal strategies, visualizing retirement, simplifying the retirement planning system, and the synergies between music and retirement planning.

Justin Leverenz, senior portfolio manager for the emerging-markets equity team at Invesco, discusses the attractive aspects of the Mexican equity market, the underperformance of emerging markets, India's potential for growth, emerging themes in biotechnology, and investing in emerging market companies.

Joel Fried and Al Mordecai from Primecap Management discuss their impressive results and shareholder-friendly practices. They share insights on their unique approach to advertising and media, their decision-making process, risk appraisal, and position sizing.

Jody Jonsson, 33-year veteran of Capital Group, vice chair at Capital Group and portfolio manager on American Funds New Perspective, discusses active and passive investing, the impact of AI on equity markets, innovation and growth potential in healthcare and industrial sectors, defensive investments, importance of dividends, and active ETFs and their capacity.