Charles Rotblut: 'It's the Dot-Com Bubble All Over Again'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 9 November 2021

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and AAII Journal editor discusses the concept of 'dumb money' and how small investors can gain an edge.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to The Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:39.3	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:43.3	Our guest on the podcast today is Charles Rotblood. Charles is vice president at the American Association of Individual Investors, and he's also editor of the AAI Journal.
0:54.1	Charles wrote the book Better Good Than Lucky, which was
0:56.7	published in 2010, and he's a CFA charter holder. Charles, welcome to the Longview. Thanks for having me.
1:04.7	Let's start by talking a little bit about AAI or AA-Double I, American Association of Individual Investors.
1:13.1	How did it get started and what is its mission?
1:16.5	Sure.
1:16.8	So we were started in 1978 by James Clunin.
1:20.8	At the time, he was a professor at the University of DePaul.
1:24.6	He had also previously run an options firm.
1:27.1	And back then, one of the things
1:29.0	he noticed was that there just was not many resources for individual investors, including on
1:34.9	how to invest, how they manage their portfolios. There are some books, some schemes, but there
1:41.2	really wasn't much formalized for individual investors, a resource they
1:45.4	could tap to really learn what they should do. And so Jim, from his experience working in options
	...

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