Passive Investing: Is Active Investing (finally) Dead? (SB1493)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 22 March 2024

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Is the battle between index funds and actively managed funds finally over? Total assets invested in index funds and ETFs recently passed assets invested in active funds for the first time ever. But is going all index funds the right move for you? Joining us is CFP and President of Bona Fide Wealth, Douglas Boneparthe. Also joining us is Crystal Hammond, host of our sister show, Stacking Deeds. And finally joining us from his bunker deep under Los Angeles is the creator of the award-winning blog lenpenzo.com, Len Penzo. We dive into the difference between active and passive funds, break down the history of each, and pontificate on where we think the investment world is heading. Plus, what are the risks of cap-weighted index funds? In the second half of the show, sponsored by DepositAccounts.com, we dive into the industry secrets and their smoke-and-mirrors tricks. Be sure to stick around for our ongoing year-long trivia competition. Doug brings us some diminutive French leader-themed trivia. You won't want to miss it! FULL SHOW NOTES: https://www.stackingbenjamins.com/active-vs-passive-fund-debate-1493 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	This episode sponsored by State Farm.
0:02.0	You a small business owner looking for insurance that fits your needs and budget?
0:06.0	Well, look no further than State Farm.
0:08.0	State Farm agents are not just insurance providers,
0:11.0	they're also small business owners who live and work right here in your community.
0:16.0	They understand the unique challenges of running and protecting a small business.
0:19.7	When it comes to small business insurance, State Farm knows what it takes. Create a plan that
0:25.2	fits your needs and your budget. State Farm agents are ready to help you choose
0:28.8	personalized policies that truly understand your business.
0:33.4	Ensure your small business with a fellow small business owner.
0:36.4	Talk to a State Farm agent today and get started on personalized small business
0:40.0	insurance that fits your needs.
0:42.1	Like a good neighbor, State Farm is there. Talk to your
0:45.2	local agent today. Ryan Reynolds here for Mint Mobile. With the price of just about
0:49.6	everything going up during inflation, we thought we'd bring our prices down. So to help us
0:54.7	we brought in a reverse auctioneer which is apparently a thing.
0:58.0	Mint Mobile Unlimited Premium Wireless and it get 30, 30, 30, 30, you get 30,
1:01.8	you get 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, bit to get 20, 20,
1:03.2	20, 20, 20, you get 15, 15, 15, just 15 bucks a month.
1:07.0	So, give it a try at Mint Mobile.
1:09.0	Switch.
1:10.0	45 dollars up front for three months plus taxes and fees.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.