Larry Siegel: ‘The Humblest Thing an Investor Can Do Is Buy Index Funds’

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

🗓️ 19 July 2022

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

The accomplished author and financial researcher shares his thoughts on the 60/40 portfolio, inflation’s staying power, how optimism can be a secret weapon, and more.

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.
0:32.3	Hi, and welcome to the Longview. I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:38.2	And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:42.5	Our guest this week is Larry Siegel. Larry is the Gary P. Brinson Director of Research at the CFA Institute Research Foundation.
0:50.5	Prior to that, he was Director of Research at the Ford Foundation's investment division for 15 years.
0:56.6	Larry began his career at Ibbots and Associates in 1979.
1:00.6	He specializes in asset management and investment consulting and has served on various boards as both an advisor and a director.
1:08.4	He's also served on the editorial board of the Financial Analyst Journal and currently
1:12.6	serves in the editorial board of the Journal of Portfolio Management and Journal of Investing.
1:17.9	Larry's a prolific writer and has authored several critically acclaimed books in recent years,
1:22.8	including unknown knowns on progress, economics, investing, and folly, as well as fewer, richer,
1:29.7	greener, prospects for humanity in an age of abundance. Larry earned his Bachelor's of Arts from
1:35.5	the University of Chicago and his MBA and finance at the University of Chicago Booth School of
1:40.8	Business. Larry, welcome to the Longview. Thank you. Well, thank you so much for joining us.
1:46.8	We're really excited to chat with you. I wanted to start with your early career. You worked for
1:51.9	Roger Ibbotson early in your career. In fact, you were Ivotson's first employee, if I'm not mistaken.
1:57.2	Talk about Roger's influence on you and more broadly the impact he's had on our
	...

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