Eric Balchunas: Assessing Jack Bogle's Monumental Legacy

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

🗓️ 24 May 2022

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and financial analyst talks about his new book, The Bogle Effect, in which he chronicles the Vanguard founder's personal and professional journey and the impact he had on investors during his fabled career.

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 Jeff Battack, Chief Ratings Officer for Morningstar Research Services.
0:38.3	And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:42.7	Our guest this week is Eric Balchunis.
0:45.4	Eric is a senior ETIF analyst for Bloomberg Intelligence, where he writes for and leads to fund research team.
0:51.6	Eric's a fixture in financial media where he hosts the TV show Bloomberg
0:55.2	ETF IQ and the podcast Trillions and is also a mainstay of social media under his popular
1:01.3	Twitter account at Eric Belchunis. Eric is also an accomplished author, his latest book being The
1:07.0	Bogle effect, how John Bogle and Vanguard turned Wall Street inside out and saved investors
1:12.5	trillions, which we devote this episode to discussing. Eric earned his bachelor's degree in
1:18.0	journalism and environmental economics from Rutgers University. Eric, welcome to the Longview.
1:24.4	Hey, great to be here. Thanks for having me. Oh, it's our pleasure. Thank you so much for joining us. We're really excited to dig in and talk about your new book, The Bogle Effect, which is excellent. Maybe a logical place to start is, can you talk about what made you decide to write a book about Jack Bogle?
1:41.7	Yeah, I mean, I had a few reasons. You reasons. One was I had the opportunity and chance to sit down
1:47.6	with him for three separate hour-long interviews in the five years before he passed away. And I had
1:53.9	a dictaphone of those interviews, for those of you under the age of 35, that's what you used to record
1:59.1	interviews on. And the dictaphone was sitting on my desk
2:03.0	and as the pandemic started and it just sort of gnawed at me that I had a chance to hang out with
	...

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