Larry Swedroe: 'The Pool of Victims' Is Expanding

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

🗓️ 18 November 2020

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and financial expert discusses factor investing, fixed income and retirement planning, as well as trends in ESG investing.

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.
0:26.5	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 Patack Global Director of Manager Research for Morningstar Research Services.
0:38.3	And I'm Christine Ben's Director of Personal Finance for Morningstar. Our guest this week is
0:43.2	noted author and researcher Larry Swedro. Larry is chief research officer at financial advisory firm
0:49.6	Buckingham Wealth Partners, which he joined in 1996. In his role, Larry is responsible for reviewing
0:56.4	academic research on financial and investing matters and determining how that research should
1:01.5	inform Buckingham's investment strategy. Larry's also a member of the firm's investment policy
1:07.0	committee. Larry has written numerous books on investing in finance, the most recent being
1:11.4	the second edition of the Incredible Shrinking Alpha, which he co-authored with Andrew Belkin. His work
1:17.9	has also been published in various academic journals, including the Journal of Investing. Larry
1:23.2	began his career as a risk manager at Citicorp and later at Prudential Home Mortgage.
1:28.3	He received his bachelor's in finance from Baruch College in New York and his MBA in finance
1:34.0	and investment from New York University. Larry, welcome to the Longview. It's my pleasure to be with you.
1:40.9	You're an avid reader of academic research on investing in finance. Can you talk about
1:45.8	how you separate the wheat from the chaff when you're pouring through the literature and in doing
1:50.2	so, how do you prevent your own confirmation bias from creeping into that process?
1:55.4	Yeah, that's a really great question. That's hard for anybody to do. We're all as human beings subjects to confirmation
	...

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