Episode 23: Q&A with Jean Van de Walle – Investing in Emerging Markets Part 1
Our guest on the podcast today is Jean Van de Walle, CIO of Sycamore Capital. He has almost 30 years of investment experience in emerging markets and as a portfolio manager of Latin American and global emerging markets equities with Citibank, AllianceBernstein and the Abu Dhabi Investment Authority. He also worked as an investment banker and as a journalist in Venezuela.
He enjoys writing and teaching as well as finding great investment opportunities in emerging markets. Van de Walle holds and MBA from the Wharton School of the University of Pennsylvania and is currently teaching a class on investing in emerging markets at the NYU Stern Business School.
Episode 22: Q&A with Giorgio aka Mr. RIP – Retire In Progress Part 3
In the third part of my conversation with Giorgio aka Mr. RIP, the Italian blog author of RetireInProgress.com we discuss about his investing journey for reaching early retirement.
Episode 21: Q&A with Giorgio aka Mr. RIP from Retire In Progress – Financial Independence
In today’s conversation with Giorgio aka Mr. RIP, the Italian blog author of RetireInProgress.com we discuss about his investing journey for reaching financial independence.
Episode 20: Q&A with Giorgio aka Mr. RIP from Retire In Progress – Investing From Zero To Hero
Our guest on the podcast today is Giorgio, also known as Mr. RIP, an Italian software engineer born in 1977 and living in Switzerland since 2012. He is the owner of RetireInProgress.com, a blog about personal finance, financial independence and early retirement where he discusses on all topics related to net worth, career path, FIRE aspects, investing and frugality.
Giorgio has become a millionaire and reached financial freedom starting from zero to hero by following the winners path: work hard, save money and invest in a diversified portfolio of ETFs. We’ll discuss with Mr. RIP about retire early lifestyle and life goals.
Episode 19: Q&A with Maciej Wojtal, CIO of Amtelon Capital – How To Invest 100,000 EUR in Iran, Part 3
In today’s conversation with Maciej Wojtal, CIO of Amtelon Capital (http://www.amteloncapital.com/), we discuss about how Tehran Stock Exchange performed amid rising tensions between US and Iran.
Episode 18: Q&A with Maciej Wojtal, CIO of Amtelon Capital – How To Invest 100,000 EUR in Iran, Part 2
In today’s conversation with Maciej Wojtal, CIO of Amtelon Capital (http://www.amteloncapital.com/), we discuss about risk/reward opportunities for investing in Iran for the long term using a bottom up approach.
Episode 17: Q&A with Maciej Wojtal, CIO of Amtelon Capital – How To Invest 100,000 EUR in Iran, Part 1
Our guest on the podcast today is Maciej Wojtal, founder and chief investment officer of Amtelon Capital, a mutual fund focused on Iranian equities. His fund gives worldwide non-US investors like you and me access to profitable businesses with low debt and valuations from one of the countries with the youngest population and great demographics. The minimum entry for investing in Iran is 100,000 EUR. Iran’s stock market is dominated by retail investors with foreign ones making up less than 0.5% of the market cap.
Wojtal looks for companies that have pure export exposure and tries to avoid companies affected by US sanctions using a bottom up approach with strong understanding of macro drivers. Maciej has also experience working with JP Morgan at the Equity Derivatives Group, an internal hedge fund within the bank.
Episode 16: Q&A with Bill Bengen – MARKET TIMING & RISK MANAGEMENT during unprecedented times
In today’s conversation with William Bengen we discuss about market timing and risk management overlay strategies that might help investors prevent catastrophic losses during unprecedented times of increased risks and expensive equity markets.
Episode 15: Q&A with Bill Bengen – Dynamic spending rules in retirement: CAPE based Safe withdral rate
In today’s conversation with William Bengen we discuss about dynamic spending rules in retirement (such as using CAPE based safe withdral rate vs Guyton-Klinger guardrails) that might help fight both sequence of return risk and inflation.
Episode 14: Q&A with Bill Bengen – The 4% rule of thumb as a safe withdrawal rate in retirement
Our guest on the podcast today is William Bengen, the famous author of the 1994 paper called “Determining withdrawal rates using historical data”, who first discovered the 4% rule of thumb, which has now become the core safe withdrawal rates planning tool for the financial independence retire early movement.
Bill has been a prolific researcher of retirement planning and is the former owner of Bengen Financial Services, an independent registered investment advisor that he launched in 1989. He received his Bachelor of Science degree in aeronautics and astronautics from MIT. Bill retired from his financial planning practice in 2013 but continues to conduct research on retirement planning and withdrawal rates.
Episode 13: Q&A with Dr. Wade Pfau, Phd, CFA – Retirement spending strategy for managing sequence of returns risk
In today’s conversation with Professor Dr. Wade Pfau (https://retirementresearcher.com/) we discuss about the retirement spending strategy for managing sequence of returns risk. Wade D. Pfau, Ph.D., CFA, RICP®, is the program director of the Retirement Income Certified Professional® designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA, as well as a co-director of the college’s Center for Retirement Income.
As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal.
Episode 12: Q&A with Karsten “Big ERN” Jeske, CFA – Dividend yield shield & rental income: Cashflow in retirement
We continue Investing Podcast episodes with the third part of our exclusive interview with Karsten Jeske, Phd, CFA. In today’s conversation with Big ERN from Early Retirement Now we discuss about cashflow in retirement: the role of dividend yielding stocks, rental income and more.
Episode 11: Q&A with Karsten “Big ERN” Jeske, CFA – Rising Equity Glide Paths: Early Retirement Now
We continue Investing Podcast episodes with the second part of our exclusive interview with Karsten Jeske, Phd, CFA. In today’s conversation with Big ERN from Early Retirement Now we discuss about how to alleviate sequence of return risk using rising equity glide paths in retirement.
Episode 10: Q&A with Karsten “Big ERN” Jeske, CFA – Sequence of return risk & safe withdrawal rates
My guest today is Karsten Jeske also known by the nickname Big Ern. Karsten has an undergraduate degree in Business from the University of Bielefeld in Germany and a Master Degree and Doctorate in economics from the University of Minnesota. He is also a CFA charterholder and an early retiree who became FIRE in 2018 at the age of 44 after a long career in academia, government and Corporate America.
He previously taught economics at Emory University in Atlanta and worked at the Federal Reserve Bank of Atlanta and Bank of New York Mellon Asset Management in San Francisco. He uses his new-found time to travel with his family and write for his blog Early Retirement Now on all topics related to finance and especially the financial challenges of early retirement. In today’s conversation with Big ERN we discuss safe withdrawal rates, sequence of return risk and much more.
Episode 9: Q&A with Marta – Financial Freedom Journey
Our guest in this episode of our Investing Podcast is Marta, a designer from UK living in London and born in Poland, running a youtube channel named “All The Honeys” where she discusses about personal finance and her FIRE journey.
In this episode I’m talking with Marta from All The Honeys about her journey to financial freedom, social status, life goals, relationships, regrets, savings and investing.
Episode 8: Q&A with Jack Vogel – Financial planning, valuation models and dual momentum investing strategies
Our guest in this episode of our Investing Podcast is once again Jack Vogel from Alpha Architect, one of the great experts in value investing and momentum trend following strategies. Our conversation is very useful for retail investors who want to learn more about financial planning.
We discuss with Jack about the current market environment, the increase of inflation across the globe, the value factor effect within individual countries, valuation models for expected returns and standard deviation, as well as dual momentum strategy, proposed by Gary Antonacci in his book.
Episode 7: Q&A with Paul Merriman – How to plan your retirement as a young investor
Our guest in this episode is the famous US financial educator, Paul Merriman, which has more than 50 years of experience in investing and wealth management. He has founded Merriman fee-only advisory firm in 1983, advising clients on matters like investment planning, taxes, estate planning, insurance and risk management based on academic research and objective data rather than emotions and forecasts.
Those of you who have already read my beginner’s guide in investing should remember that I’ve also recommended Paul Merriman’s Sound Investing Podcast for Every Stage in Life, as a great educational resource for young investors. Paul has also recently published a new eBook named “We’re talking millions – 12 ways to supercharge your retirement”, which you may find available to read for free in PDF format by clicking on the following link: https://paulmerriman.com/signup/
Episode 6: Q&A with Meb Faber – Tactical Asset Allocation, Global Value and Momentum Trend Following
Our guest in this episode is Meb Faber (https://mebfaber.com/), the co-founder and chief investment officer of Cambria Investment Management. He also runs the youtube channel “The Meb Faber Show” where he hosts a weekly podcast.
Meb has also written several books on investing matters such as “Global Value” or “Global Asset Allocation” as well as well documented articles like “A quantitative approach to tactical asset allocation”, advocating for a value approach in investing doubled by a momentum and trend following strategy.
Episode 5: Q&A with Larry Swedroe – Dividend investing strategies and passive income in retirement
In the second part of our interview with legendary capital markets expert Larry Swedroe, we discuss about dividend investing strategies and passive income in retirement. Larry has a lot of expertise in retirement planning, such as managing sequence of returns risk and safe withdrawal rates.
We also discuss about the dichotomy between strategic and tactical asset allocation, the concept of utility of wealth curve and how individual investors can overcome behavioral issues and avoid engaging into stock picking. Larry disapproves financial educators from Romania who recommend buying the dip strategy or tactical asset allocation and advocates for portfolio rebalancing instead.
Episode 4: Q&A with former hedge fund manager Lars Kroijer – Investing demystified
Our guest in this episode is Lars Kroijer, a former hedge fund manager who established market-neutral hedge fund Holte Capital in 2002 and he also worked for a value-focused hedge fund based in New York and the investment division of Lazard Asset Management in New York. While at graduate school he held internships with the private equity firm Schroder Ventures and management consulting firm McKinsey.
Lars Kroijer is also the author of “Investing Demystified” book and youtube video series where he advocates for simplicity. He graduated Magna cum Laude from Harvard University with a degree in economics and received a MBA from Harvard Business School. Lars is a Danish national living in London and is active in the UK personal finance community Monevator.com.
Episode 3: Q&A with Larry Swedroe – The incredible shrinking alpha and factor based investing
Our guest in this episode is the famous author and researcher Larry Swedroe. Larry is chief research officer at financial advisory firm Buckingham Wealth Partners, which he joined in 1996. In his role, Larry is responsible for reviewing academic research on financial and investing matters.
Larry Swedroe has written numerous books on investing and finance, the most recent being the second edition of The Incredible Shrinking Alpha, which he co authored with Andrew Berkin. Larry began his career as a risk manager at Citicorp, received his bachelor degree in finance from Baruch College in New York and his MBA in finance and investment from New York University.
Episode 2: Q&A with Rick Ferri, CFA – Reaching your financial goals with passive investing
In this episode I have discussed with Rick Ferri, CFA, one of the most famous experts in financial analysis and advice for do-it yourself investors. Mr. Ferri is a former US marine corps officer and fighter pilot, who started his investment career in 1989 as a stockbroker on Wall Street.
Now he is helping individual investors like you and me to customize their portfolios and reach their financial goals, based on their needs and the low-cost investment principles. He is also the host of “Bogleheads on investing” podcast. It is a great honor to have him with us in our investing podcast.
Episode 1: Q&A with Jack Vogel from Alpha Architect – Investing demystified
I have discussed with Jack Vogel regarding the valuations of the capital markets, interest rates, diversification across asset classes (stocks, real estate, bonds, commodities, cryptocurrencies, managed futures, smart beta ETFs), lump sum investing vs dollar cost averaging, risk premiums across regions, portfolio and risk management, value investing and buying the dip.