Rick Ferri, CFA
Rick Ferri, CFA
Investment Analysis and Advice
Where to listen?
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Episodes
Episode 94, Robin Wigglesworth, FT journalist and the author of “Trillions”, Rick Ferri host 27.05.2026
What Jack Bogle didn't tell us about the creation and evolution of index funds, Robin Wigglesworth does tell us in his book.
Episode 90, Vanguard’s Perryne Desai discusses fixed income concepts and investment strategy, host Rick Ferri 22.01.2026
Perryne Desai, CFA, Head of Index Fixed Income Product at Vanguard, joins me to discuss fixed-income basics, different indices that funds follow, how to use bond funds and ETFs in portfolios, and the new products Vanguard has launched or is developing.
Bogleheads on Investing, Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host 28.11.2025
How do investors form stock and bond return expectations? Why do some investors expect lower returns and others expect higher returns? My interesting conversation with Antti Ilmanen of AQR explores his latest research on the subject.
Episode 86, Joe Davis, Vanguard Global Chief Economist is my guest, host Rick Ferri 28.09.2025
We discuss Joe's new book, "Coming Into View, How AI and Other Megatrends Will Shape Your Investments
Episode 84, Jeff Clark, author of “How America Saves 2025” is my guest, host Rick Ferri 22.07.2025
Jeff is a 27-year veteran of Vanguard Workplace Solutions, Head of Defined Contribution Research, and the author of "How America Saves 2025."
Episode 83, Phil DeMuth joins me to discuss his new book, “The Tax-Smart Donor,” host Rick Ferri. 21.06.2025
Phil DeMuth, Ph. D., joins me to strategize charitable giving in a way that maximizes both your philanthropic impact and your potential tax benefits.
Episode 82, Jonathan Clements, Jason Zweig, and Christine Benz on the Jonathan Jonathan Clements Getting Going on Savings Initiative and his new book, host Rick Ferri. 27.05.2025
Jonathan Clements, Jason Zweig, and Christine Benz join me to discuss the Jonathan Clements Getting Going on Savings Initiative, a research project set up on Jonathan's behalf, and his new book, "The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived."
Episode 81, Greg Zuckerman talks about his book, “The Man Who Solved the Market”, host Rick Ferri 28.04.2025
The latest "Bogleheads on Investing" podcast focuses on trading and how difficult it is for individuals to earn a fair return.
Episode 80, Jeff Ptak talks about major trends in mutual funds and ETFs, host Rick Ferri 27.03.2025
Jeff Ptak, CFA, managing director for Morningstar Research Services, discusses the big trends affecting the mutual fund and ETF industries, with a special focus on the exponential growth of actively managed ETFs.
Episode 79, Mike Piper, steps to take when you’re the Executor of an estate, Rick Ferri host 01.03.2025
Mike Piper, CPA, discusses what to do if named as the Executor of an estate, with special emphasis on surviving spouses.
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