265-Why Passive Investing and Index Funds are the Only Right Way to Invest: Interview with Rick Ferri from Portfolio Solutions
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.4 • 1.9K Ratings
🗓️ 24 November 2015
⏱️ 55 minutes
🧾️ Download transcript
Summary
It's easy to jump into holiday mode, but don't jump just yet! Let's keep our work boots on and learn just a little bit about investing today before we get into the Thanksgiving holiday.
My guest today is Rick Ferri, founder of a company called Portfolio Solutions. Rick is a really great guy and a real expert at investing and portfolio construction.
You'll hear his detailed background in the show and I think you'll come away from today's episode with a deeper sense of respect for what he's doing.
Those of you who are commited indexers will love today's show. And those of you who aren't will have some work to do to defend your viewpoints after today's show.
Enjoy!
Joshua
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Transcript
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| 0:00.0 | If you're one of those who listens to the show every day when it comes out and if you're current with the show, then you're probably in vacation mode. |
| 0:07.8 | As I record this here, it's Tuesday, November 24, 2015. |
| 0:12.1 | And I'm getting ready to pack up and head out of town for Thanksgiving. |
| 0:16.7 | However, let's not check out too early. |
| 0:19.7 | I've got one more heavy lifting show for you, and today is going to be a heavy lifting show. |
| 0:24.1 | We're going to get into some meat and potatoes of investing and talk about why |
| 0:28.3 | Index fund investing and passive investing is the only appropriate way for anybody to invest ever. P. Welcome to the Radical Personal Finance Podcast. My name is Joshua Sheets and I'm your host. |
| 1:00.0 | And welcome to the show. Yes, one more heavy lifting show, let's dig into some meat on investing. |
| 1:07.0 | My guest today is a man named Rick Ferry. Rick is a really awesome guy, a very knowledgeable investment manager and financial analyst. |
| 1:15.1 | He is also the founder of a company called portfolio solutions and today |
| 1:19.5 | he's going to give us a master class on investing at asset allocation. Masterclass on Investing at Asset Allocation. |
| 1:23.0 | I was able to connect with Rick recently while I was at the XYP and 15 conference. |
| 1:32.0 | He was a sponsor of that conference in Charlotte, North Carolina |
| 1:35.0 | a few months ago. |
| 1:35.8 | And while we were there, I connected with him, |
| 1:38.8 | and I was very impressed by him, |
| 1:39.8 | and I thought he would be a great resource for you on the show. So if you're in holiday mode and if for you it doesn't |
| 1:46.7 | seem like fun to talk about investing and index funds and all that stuff, you might want to wait a few days that might and then check |
| 1:54.2 | back with this next week. Otherwise here's one more heavy lifting show today and |
| 1:58.0 | then tomorrow we'll have a light and fun show for you as well. Playing interviews this |
| 2:02.4 | week while I head out of town with my family, |
| 2:05.0 | heading over to Central Florida to hang out with family in Central Florida |
... |
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