Index Investing Show
-
The Index Investing Show - The Great Gold Crash of 2013
Aired on 5/19/13 - Topics discussed by host Ron DeLegge: 1) Gold & Silver have CRASHED! And despite collapsing prices, all of the gold experts continue to mislead the public. 2) All 9 S&P 500 Industry Sectors are up double digits! Thank you Ben BernanQE. 3) This ETF has MORE ZIP than Tesla. 4) If you've still got long positions in gold, Ron shows you how to hedge. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @...
-
The Index Investing Show - Have Gold Prices Bottomed? A...
Aired on 5/12/13 - Topics discussed by host Ron DeLegge: 1) A bull market in lunacy! 2) Have gold prices bottomed? Daryl Montgomery (program guest) says yes, Ron says no. They face off! 3) Three ways conservative income investors get themselves into trouble. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
The Index Investing Show - Froth Alert: Bond Mutual...
Aired on 5/05/13 - Topics discussed by host Ron DeLegge: 1) Ron does rocket surgery on bond mutual funds, 2) NYSE margin debt is at pre-credit crisis levels, 3) GUEST INTERVIEW: What are technicals saying about the market? Ron talks with Chad Karnes @ ETFguide.com 4) Why Warren Buffett has turned into Warren Buffoon. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
The Index Investing Show - The STOCK Act is a Farce!
Aired on 4/28/13 - Topics discussed by host Ron DeLegge: 1) Ten-Year Report: Equal Weighted vs. Market Cap Weighted Index, 2) GUEST INTERVIEW: How do leveraged and inverse ETFs work? Ron talks with Andy O'RourkeThe 3) Why the Prevent Congress from Insider Trading STOCK Act is a Total Farce. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
Index Investing Show - The Bloody Math of Catastrophic...
Aired on 4/21/13 - Topics discussed by host Ron DeLegge: 1) Wall Street told you to buy Apple @ $700 and now it's worth 40% less 2) Dr. Copper is sick and why it's a problem 3) Ron's three secrets for executing winning trades (good for both long and short-term investors) 4) Memo to gold investors/traders: "The final delusion is that one has lost all delusions." Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @...
-
Index Investing Show - Gold Market Crashes, Now What?
Aired on 4/14/13 - Topics discussed by host Ron DeLegge: 1) Gold has been in a bear market since mid-2011 and continues to fall, is it time to buy? 2) Ron talks sector investing strategies with Dan Dolan, of SectorSPDR.com 3) Memo to Apple investors/traders: "The final delusion is that one has lost all delusions." Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
Index Investing Show - Don't Get Hit by a Falling BRIC
Aired on 3/31/13 - Topics discussed by host Ron DeLegge: 1) Hedging & profiting during a stock market decline, interview w/Dave Pinsen of @PortfolioArmor 2) Does the sagging performance of emerging market stocks signal broader problems for global stocks? 3) "The final delusion is that one has lost all delusions." Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
The Index Investing Show - 4 Ways to Hedge Against a...
Aired on 3/31/13 - Topics discussed by host Ron DeLegge: 1) U.S. stock market hits all-time highs, thank you Ben BernanQE! 2) Four Ways to Hedge Against a Stock Market Correction 3) Tax Tips for Dealing with the IRS; Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
The Index Investing Show - Cyprus is Burning, will the...
Aired on 3/24/13 - Topics discussed by host Ron DeLegge: 1) Tidbits from the just released April 2013 ETF Profit Strategy Newsletter; 2) NEW WORLD DISORDER: Since 1970, there have been 147 banking crisis and not a single one has inflicted bank depositors losses like Cyprus; 3) Equal weighted ETFs vs. Market Cap Weighted ETFs; 4) The Stats that show why you're not the great stock picker you may think you are. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's...
-
The Index Investing Show - Late Bloomer Millionaires
Aired on 3/17/13 - Topics discussed by host Ron DeLegge: 1) New BOOK: Late Bloomer Millionaires, Authors Steve Schullo & Dan Robertson join Ron; 2) Fidelity's commission free ETF offering is weak compared to other brokerage platforms. $7.95 short term fee applies to ETFs sold before 30-day holding period; 3) Direxion Shares ETFs going thru reverse share splits; 4) Bearish trades that are working: Shorting gold mining stocks. Follow us on Twitter @IndexShow, visit our YouTube.com page, and...
-
The Index Investing Show - Top Commission Free ETF...
Aired on 3/10/13 - Topics discussed by host Ron DeLegge: 1) Top commission free ETF platforms 2) Dow Jones Industrial Average hits all time highs & Nasdaq is at 12-yr highs, time to buy or sell? 3) Why nationwide jobless rate is worse than reported. Ron debunks the phony theory of "jobless recovery." Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
The Index Investing Show - Apple falls 40% from its 2012...
Aired on 3/3/13 - Topics discussed: 1) March is National Sequester Month. 2) Apple's 40% stock price decline from its 2012 peak is a lesson in the madness of crowds. 3) Portfolio Report Card for Cole in Visilia, CA. 4) Stocks still trending higher: Since 1954, the 26 times when S&P 500 gains in months of Jan & Feb stocks have been +24% higher on average, according to S&P. Follow us on Twitter @IndexShow, visit our YouTube.com page, and read Ron's investment articles & newsletter @...
-
The Index Investing Show - Do-it-Yourself Investing, is...
Aired on 2/24/13 - Sequester update: Maybe spending cuts aren't so bad: Government entitlements have surged from 28% to almost 70% over the past 50 years. S&P 500 still in positive territory, led by energy (XLE) and healthcare (XLV). Ron interviews Chad Tennant, Author of 8 HR Investor: A Practical Guide to Do-it-Yourself Investing. Also, 3 Behavioral Traits that Get Investors in Trouble. Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
Index Investing Show - What Makes Investors Tick?
Aired on 2/17/13 - What makes investors tick? Why are people so prone to making the wrong investments? Ron interviews Michael Pompian, author of "Behavioral Finance and Investor Types" about how to make better financial decisions. Also: Wal-Mart has its worst start in sales in 7-years, are consumers spending less? Why John Bogle is Wrong about ETFs. Find out which rapper owes the IRS $546,000 in back taxes. Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @...
-
The Index Investing Show - Getting More Income from the...
Aired on 2/10/13 - S&P 500 gained +5.2% in January, best start since 1997. Can it continue? Also, Ron interviews Kenny Feng, President & CEO of Alerian about dividend income opportunities in the MLP market. Charles Schwab announces commission free online ETF trading on 105 ETFs! Quote of the week: "When the dumb money realizes how dumb it is and buys an index fund, it becomes smarter than the smartest money." Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @...
-
The Index Investing Show - Home Prices are at 6-year...
Aired on 2/03/13 - Has the stock market become too frothy? Ron talks with program Guest: Chad Karnes, Chief Market Strategist @ ETFguide.com Homebuilding ETFs are +77% over the past year, is the worst over? U.S. Treasury yields are approaching the dividend yield of the S&P 500. Time to jump into Treasuries? Also: Why are Target Dated Mutual Funds so off target? Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
The Index Investing Show - Just as S&P 500 Peaks, Apple...
Aired on 1/27/13 - Apple craters just as the S&P 500 crosses above 1,500. Are 2007 highs for the S&P (1,565) the next stop? Current streak of 480 days without a 10% correction is on pace to break a 56-year record of 650 days. Program Guest is Dan Dolan, Director of Wealth Management Strategies at SectorSPDR.com Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
The Index Investing Show - Will the S&P 500 Hit All-Time...
Aired on 1/20/13 The most hated stock market rally in the history mankind, continues. VIX hits pre-crisis lows, what does it mean? Q4 corporate earnings looking good so far, but Q1 2013 EPS estimates are coming down. Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
The Index Investing Show - US Debt Ceiling Special
Aired on 1/13/13 US Treasury is using "emergency funds" to keep the government afloat. Will 2013 be the year that gold (GLD) disappoints? 61% of mutual fund managers failed to beat the brainless S&P 500 in 2012. Portfolio Report Card for Heidi in Henderson, NV $42,000 ROTH IRA Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
The Index Investing Show - Our FisQEL Cliff Edition
Aired on 12/30/12 What does the January Barometer tell us about the market's future? FYI, Stock market volatlity for the final month of 2012 matched the entire yearly gain for the S&P 500! Is a higher VIX (market volatility) here to stay? Fess up: What was the worst investment you made in 2012? Follow us on Twitter @IndexShow and read Ron's investment articles & newsletter @ http://www.etfguide.com
-
The Index Investing Show
Aired on 12/23/12 Fess up: What was the worst investment you made in 2012? After you confess, Ron confesses. Also: Milk Cliff Alert: Are you ready for $8 milk? Interview with Martin Pring, Technical Analysis Guru and Author of "Investing in the 2nd Lost Decade." Follow Ron's investment articles and newsletter @ http://www.etfguide.com
-
The Index Investing Show
Aired 12/16/12 ***Fiscal Cliff (Clifmas) ***Wall Street Coloring Book give away...http://www.amazon.com/Wall-Street- Coloring-Book-ebook/dp/B008N3RLIA ***plus phone calls and emails
-
The Index Investing Show
Aired 12/09/12 ***Fiscal Cliff (Clifmas) ***Greece Junk Grade ***Wall Street Coloring Book give away...http://www.amazon.com/Wall-Street-Coloring-Book-ebook/dp/B008N3RLIA ***plus phone calls and emails
-
Interview: Daryl Montgomery, Author
Aired 12/02/12 Daryl Montgomery is the organizer of the New York Investing meetup, a group of 3000+ independent investors and traders that provides the public with unbiased economic and market information. Montgomery... More writes the popular Helicopter Economics Investing Guide and is one of the originators of the term 'Helicopter Economics'. He is a former professor and is now uses his research as a full time trader. Montgomery has never worked for, nor has any association with the...
-
Interview: Kim Blanton, veteran financial and economics...
Aired 11/25/12 The Wall Street Journal in October 2011 called Squared Away “a new blog worth following.” Squared Away: Frontiers in Financial Literacy is not a personal finance blog – there are dozens of those. This blog is for practitioners in the field of financial literacy, including financial advisers, employers, government and foundation officials, and researchers. Squared Away will cover anything that might help them do a better job of helping Americans of all ages act in their own...
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 11/18/12 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
The Index Investing Show
Aired 11/11/12 * Jurassic Cliff * Apple Stock in Bear Market * Higher Taxes for all especially Dividend Investors
-
The Index Investing Show
Aired 11/04/12 * Birds and the Bee's of Successful Investing * Unemployment figures * Global numbers * President Election * Year end TAX Tip's !!!! ---Phone calls and Email's---
-
The Index Investing Show
Aired 110/28/12 GDP, SPAIN, WALL STREET, ECB, YIELD,
-
Interview: Beth Flynn, vice president of ETF platform...
Aired 10/21/12 The 2012 ETF Investor Study by Charles Schwab is an online survey of more than 1,000 U.S. individual investors between the ages of 25-75 with at least $25,000 in investable assets and some familiarity with ETFs. The study was designed to assess attitudes toward and understanding of ETFs. Sixty-three percent of survey respondents own ETFs, holding on average 16 percent of their total portfolios in ETFs. The remaining respondents do not own ETFs, but are considering purchasing...
-
Interview: David Mazza - State Street Global Advisors
Aired 10/14/12 David Mazza is a principal of State Street Global Advisors (SSgA) and the head of exchange traded fund (ETF) investment strategy for the Americas within the SPDR ETF Strategy and Consulting Group. In this capacity, he manages a team of investment and product strategists who generate strategic and tactical investment opportunities for the ETF marketplace. In addition, Mr. Mazza develops market outlooks and investment themes that integrate SSgA's thought leadership from across...
-
The Index Investing Show
Aired 10/07/12 Stock Bond's and ETFs Also Presidential Election, PBS (Big Bird), IPO'S???? and Chicago and the unemployment rate
-
Interview: Edward Egilinsky, Managing Director of...
Aired 09/30/12 Find out the top 2012 investment trends and how to profit. This week, we interview Edward Egilinsky, Managing Director of Alternative Investments @ Direxion Funds. The investment firm offers a lineup of alternative strategy mutual funds and leveraged long/short ETFs. The Boston, MA-based firm has more than $7 billion of assets under management. Go to DirexionShares.com to learn more
-
The Index Investing Show
Aired 09/23/12 *Federal Reserve announced plans to unleash more stimulus, known as quantitative easing and often abbreviated as QE3, on longer-term interest rates, support mortgage markets. *2% difference bottom line. *Ted who is single and 51 years old from Henderson Nevada with a $600,500 inheritance who is a conservative investor gets his portfolio evaluated A,B,C,D or F... http://etfguide.com http://indexshow.com
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 09/16/12 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
Interview: Chad Karnes, Chief Market Strategist...
Aired 09/09/12 Will QE3 Really Improve the Economy? Ron tackles the myth that QE has helped lower the unemployment rate. Also, covered: Why is Ron drinking his coffee from a golden chalice? And finally, memo to bears: Short this market to your own detriment. Interview with Chad Karnes, Chief Market Strategist at http://www.etfguide.com about the latest trend in the S&P 500, euro, and gold.
-
The Index Investing Show
Aired 09/02/12 Topics: Fed Reserve 2.3 Trillion spent, National unemployment rate, Gold (GLD) up 8% and still under performing, Euro stocks suck. Get your mind right and money right plus your phone calls and emails.
-
Interview: Nevin Adams, Co-Director, EBRI Center for...
Aired 08/26/12 Nevin Adams Director, Education and External Relations Director, American Savings Education Program (ASEC) Co-Director, EBRI Center for Research on Retirement Income (CRI) Nevin Adams has extensive experience in the retirement industry, having served in a series of senior management positions in both the defined benefit and defined contribution plan fields at Wachovia Bank and Northern Trust Corporation. http://www.ebri.org/about/team/
-
Interview: Daryl Montgomery, Author
Aired 08/12/12 Daryl Montgomery is the organizer of the New York Investing meetup, a group of 3000+ independent investors and traders that provides the public with unbiased economic and market information. Montgomery ...More writes the popular Helicopter Economics Investing Guide and is one of the originators of the term 'Helicopter Economics'. He is a former professor and is now uses his research as a full time trader. Montgomery has never worked for, nor has any association with the...
-
The Index Investing Show
Aired 08/12/12 Corn and emails and phone calls
-
Interview: Chad Karnes, CMT - ETFguide.com
Aired 08/05/12 Chad is the Chief Market Strategist at ETFguide.com and has worked in corporate finance, hedge funds, and in M&A. He holds a Finance degree, an MBA, and a CMT.
-
The Index Investing Show: Retirement Withdrawal Tips
Aired 07/29/12 On the show: 5 tricky withdrawal traps, Your emails (Gold Stocks), Phone calls and a S&P Trivia Question...Tune in and don't let your money drop out!
-
Interview: Carl Richards, Certified Financial Planner
Aired 07/22/12 How can you make better investment and financial decisions? A new book called, "The Behavior Gap" by Carl Richards explores this. After more than 10 years working in the brokerage industry, Richards, a CERTIFIED FINANCIAL PLANNER™, formed Prasada Capital Management (previously Clearwater Asset Management). In addition to encouraging smart financial behavior, Carl also explores how our relationship with money impacts the quality of our lives at BehaviorGap.com. Carl’s knowledge...
-
Interview: Jeremy Held, ALPS Advisers
Aired 07/15/12 Jeremy Held joined ALPS in 1996 and is currently director of research for ALPS Advisers. He is responsible for research, product development, consulting and distribution services for the ALPS ETF, closed-end fund and advisory business. Held is a frequent speaker at investment conferences and his work has appeared in such publications as the Journal of Indexes, Research magazine and Institutional Investor. Held is a Certified Financial Planner and currently a candidate for the...
-
The Index Investing Show: Tech vs Utilities
Aired 07/08/12 Get the Birds and the Bees of investing. USA stocks vs Europe stocks and Tech vs Utilities. Plus your phone calls and emails
-
Interview: Robert Murphy - Financial Economics, Free...
Aired 07/01/12 Robert Murphy is an adjunct scholar of the Ludwig von Mises Institute, runs the blog Free Advice, and is the author of The Politically Incorrect Guide to the Great Depression. http://en.wikipedia.org/wiki/Robert_P._Murphy
-
The Index Investing Show: What's your investment time...
Aired 06/24/12 On today's show we do a Portfolio Report Card: For David in Los Angeles, CA. He is a automotive marketing veteran and has accumulated $1.3 million in four investment accounts. Ron grades his investment portfolio on today's show. Will David's portfolio pass or fail? A or B is good, C, D and F means he needs to improve. Also: What's your investment time horizon and how long do you have to go before reaching your goals?
-
Interview: Edward Egilinsky, Managing Director of...
Aired 06/17/12 Find out the top 2012 investment trends and how to profit. This week, we interview Edward Egilinsky, Managing Director of Alternative Investments @ Direxion Funds. The investment firm offers a lineup of alternative strategy mutual funds and leveraged long/short ETFs. The Boston, MA-based firm has more than $7 billion of assets under management. Go to DirexionShares.com to learn more
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 06/10/12 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
The Index Investing Show: Get your investment portfolio...
Aired 06/03/12 Is QE3 from the Federal Reserve on the Horizon? Which investment categories will get a boost? Ron covers this and more. Get your investment portfolio on track and stay on track.
-
Interview: Gail MarksJarvis - award-winning personal...
Aired 05/27/12 Gail MarksJarvis is one of the nation's most respected personal finance columnists. Her Chicago Tribune columns reach millions of readers in leading metropolitan newspapers throughout the U.S. She has been named "Best Financial Columnist" by Northwestern University's Medill School of Journalism, and has received 17 other journalism awards for her work, including a National Clarion Award for human rights reporting. In addition to writing weekly columns, Gail delivers advice on...
-
Interview: Daryl Montgomery, Author
Aired 05/20/12 Daryl Montgomery is the organizer of the New York Investing meetup, a group of 3000+ independent investors and traders that provides the public with unbiased economic and market information. Montgomery ...More writes the popular Helicopter Economics Investing Guide and is one of the originators of the term 'Helicopter Economics'. He is a former professor and is now uses his research as a full time trader. Montgomery has never worked for, nor has any association with the...
-
The Index Investing Show: What you should know about...
Aired 05/13/12 Topics covered: To buy or not to buy?...What you should know about Facebook's IPO. A brief survey of JPMorgan Chase and Wall Street's madmen. Are you a flunkout? Portfolio Report Card for Freddy in Los Angeles, CA. Ron looks at the design and performance of Freddy's $70,000 SIMPLE IRA account and gives it a grade of A, B, C, D, or F. Get YOUR Grade http://www.indexshow.com/ Get News http://www.etfguide.com/
-
Interview: Joshua M. Brown - Author, Backstage Wall...
Aired 05/06/12 Josh is a New York City-based financial adviser at Fusion Analysts. He helps people invest and manage portfolios for them. His clients range from individuals to corporations to retirement plans to charitable foundations. He is the author of the book Backstage Wall Street, new from publisher McGraw-Hill. In March of 2012 Josh joined the advisory board of Brightscope, where I hope to help usher in a new era of transparency for the financial advisory industry....
-
Interview: Gary Gastineau, Author of "The...
Aired 04/29/12 Why ETFs are better than ETNs. Interview with: Gary Gastineau, Author of "The Exchange-Traded Funds Manual Edition II." Also: Meet Ron and get a signed copy of "Gents with No Cents: A Closer Look at Wall Street" May 3 @ 6PM at the Westwood Public Library in L.A.
-
The Index Investing Show: Why ETFs are better than ETNs
Aired 04/22/12 Meet Ron and get a signed copy of "Gents with No Cents: A Closer Look at Wall Street" on Saturday April 28 @ 3PM at the Brentwood Public Library in L.A. or on May 3 @ 6PM at the Westwood Public Library in L.A.
-
Interview: Jeffery Hirsh, Editor-in-Chief of Stock...
Aired 04/15/12 Jeff is President of the Hirsch Organization and Editor-In-Chief of Stock Trader’s Almanac. He appears frequently on CNBC, CNN, Bloomberg, Fox Business, and many other national and international media outlets. Stock Trader’s Almanac is a perennial bestseller offering insights into seasonality and historical trends. He’s also the author of a recent bestseller “Super Boom: Why The Dow Will Hit 38,820 And How You Can Profit From It.” Published every year since 1968, the Stock...
-
Interview Edward Egilinsky, Managing Director of...
Aired 04/08/12 Find out the top 2012 investment trends and how to profit. This week, we interview Edward Egilinsky, Managing Director of Alternative Investments @ Direxion Funds. The investment firm offers a lineup of alternative strategy mutual funds and leveraged long/short ETFs. The Boston, MA-based firm has more than $7 billion of assets under management. Go to DirexionShares.com to learn more
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 04/01/12 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
Interview: Russell Wild, MBA Global Portfolios
Aired 03/25/12 Russell Wild is the author or co-author of nearly two dozen nonfiction books, including most recently, One Year to An Organized Financial Life (Da Capo, 2010, co-authored with professional organizer Regina Leeds), Index Investing for Dummies (Wiley, 2009), Bond Investing for Dummies (Wiley, 2007), Exchange-Traded Funds For Dummies (Wiley, 2006) and The Unofficial Guide to Getting a Divorce (Wiley, 2005; co-authored with ex-wife attorney Susan Ellis Wild). Wild is also a...
-
Interview: Neil Plein, VP Sales & Marketing of...
Aired 03/18/12 Dis-spells ETF haters and make great points www.investnretire.com unique services start with Exchange Traded Funds (ETFs): They offer ETFs as investment options allowing participants to own whole and fractional shares of low-cost ETFs in their retirement account. Adding low-cost investments increases participants' returns by the cost savings without increasing investment risk.
-
APOLOGY
Lots of new fans of the show caused the podacast to go down. We have upgraded and ready to serve you.
-
Interview: Michael Dever - founder of Brandywine Asset...
Aired 03/11/12 Michael Dever has been on the front line of investment innovation and trading for more than 30 years. After three years of private research and trading he founded Brandywine Asset Management in 1982. For the past three decades, Mr. Dever and Brandywine have been entrusted to manage the money of global banks, major corporations and high net worth individuals who have been attracted to Mr. Dever's innovative investment philosophy. His out-of-the-box thinking and investment...
-
Interview: Robert P. "Bob" Murphy - economist,...
Aired 03/04/12 Murphy completed his Bachelor of Arts in economics at Hillsdale College in 1998. He then moved back to his home state of New York to continue his studies at New York University. Murphy earned his Ph.D. in economics from NYU in 2003 after successfully defending a dissertation on Unanticipated Intertemporal Change in Theories of Interest. After earning his doctoral degree, Murphy served as Visiting Assistant Professor of Economics at Hillsdale College in Michigan, U.S., a role...
-
Interview: Rick Ferri, CEO of PortfolioSolutions.com and...
Aired 02/26/12 Rick Ferri, CEO of PortfolioSolutions.com and Author of "THE ETF BOOK," and "All about Asset Allocation" and his great book, "The Power of Passive Investing: More Wealth with Less Work."
-
Interview: Michael Krause, the President of New...
Aired 02/19/12 The explosion of exchange-traded funds (ETFs) isn't just changing the way investors manage their money, but the way they evaluate funds. Up until recently, ETF focused investment research was hard to come by, but not anymore. A new wave of companies have targeted the emerging business of ETF data services and one such company has been quietly producing much needed research. Michael Krause, the President of New York-based AltaVista. http://www.altavista-research.com
-
Interview: Peter Crane, President of Crane Data LLC
Aired 02/12/12 Crane Data collects and distributes money market and mutual fund news, information. and data. Crane Data's main offerings, from Web Access through Wisdom, offer increasing service levels. A license at any level gives access to everything included in all offerings up to that level. http://www.cranedata.us
-
Interview: Kim Blanton, veteran financial and economics...
Aired 02/05/12 The Wall Street Journal in October 2011 called Squared Away “a new blog worth following.” Squared Away: Frontiers in Financial Literacy is not a personal finance blog – there are dozens of those. This blog is for practitioners in the field of financial literacy, including financial advisers, employers, government and foundation officials, and researchers. Squared Away will cover anything that might help them do a better job of helping Americans of all ages act in their own...
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 01/29/12 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
Interview: Carl Richards, Author and founder of Prasada...
Aired 01/22/12 Carl’s first book, Behavior Gap: Simple Ways to Stop Doing Dumb Things With Money. It all started when Carl noticed something interesting: the real life return of the AVERAGE INVESTOR was dramatically lower than the return of the AVERAGE MUTUAL FUND. In theory, this gap shouldn’t exist, but investors were leaving money on the table and didn’t understand why it happened. Carl named this phenomenon the Behavior Gap. A CERTIFIED FINANCIAL PLANNER, Carl is also the founder of...
-
Interview Edward Egilinsky, Managing Director of...
Aired 01/15/12 Find out the top 2012 investment trends and how to profit. This week, we interview Edward Egilinsky, Managing Director of Alternative Investments @ Direxion Funds. The investment firm offers a lineup of alternative strategy mutual funds and leveraged long/short ETFs. The Boston, MA-based firm has more than $7 billion of assets under management. Go to DirexionShares.com to learn more
-
Special: Ron gets interviewed by Neil Plein
Aired 01/08/12 Your Host Ron Delegge has a hilarious new book "Gents with No Cents" and Ron gets interviewed by Neil Plein of www.investnretire.com You can purchase it at http://www.amazon.com/Gents-No-Cents-Ron-DeLegge/dp/0984719903
-
Interview: John Stephenson, Portfolio Manager
Aired 01/01/12 John Stephenson is an award-winning portfolio manager specializing in commoditiies and equities. In his books and free investment newsletter, John shows you where the stock, bond, currency and commodity markets are going. John is the author of The Little Book of Commodity Investing and Shell Shocked: How Canadians Can Invest After the Collapse.
-
Interview: James Adams, Author - Waffle Street: The...
Aired 12/25/11 In the wake of the worst financial turmoil since the Great Depression, millions of Americans have spent the past year asking how the economy actually works. The answers have finally arrived--in a most unconventional form. After spending two years in the midst of the housing market hurricane, Jimmy Adams was laid off from a hedge fund in early 2009. Wearied by eight years in the bond market and disillusioned by the financial services profession, he decides to get an "honest...
-
Interview: Alan Grigoletto, Director of Education - OIC
Aired 12/18/11 Alan Grigoletto, Director of Education at the Options Industry Council (OIC). He educates retail investors, their financial advisors and institutional investors on the risks and benefits of exchange-listed options. Prior to joining OIC, Mr. Grigoletto served as the head of all Business Development and was responsible for maintaining client relationships and making business recommendations at the Boston Options Exchange (BOX).
-
Interview: Rick Ferri, CEO of PortfolioSolutions.com and...
Aired 12/11/11 Rick Ferri, CEO of PortfolioSolutions.com and Author of "THE ETF BOOK," and "All about Asset Allocation" and his new book "The Power of Passive Investing: More Wealth with Less Work."
-
Interview: Mike Dever, Brandywine Asset Management and...
Aired 12/04/11 Jackass Investing systematically rips apart the conventional investment wisdom - myth by myth - then replaces it with a "return driver" based methodology that results in a 'Free Lunch' portfolio - one that produces both greater returns and lower risk. More than ten years in the making, and supported by the twin pillars of extensive research and more than 30 years of trading experience, this book finally lays to rest the traditional investment paradigm. As you might have...
-
Interview: Daryl Montgomery, Author
Aired 11/27/11 Daryl Montgomery is the organizer of the New York Investing meetup, a group of 3000+ independent investors and traders that provides the public with unbiased economic and market information. Montgomery ...More writes the popular Helicopter Economics Investing Guide and is one of the originators of the term 'Helicopter Economics'. He is a former professor and is now uses his research as a full time trader. Montgomery has never worked for, nor has any association with the...
-
Interview: John Stephenson, award-winning portfolio...
Aired 11/20/11 John Stephenson is an award-winning portfolio manager specializing in commodities and Canadian equities. He is the author of Shell Shocked: How Canadians Can Invest After the Collapse and The Little Book of Commodity Investing. He writes a free investment newsletter, Money Focus and he also writes on the economy, commodities and the stock market for Canadian MoneySaver magazine and the MoneyLetter.
-
Interview: James Adams, Author - Waffle Street: The...
Aired 11/13/11 In the wake of the worst financial turmoil since the Great Depression, millions of Americans have spent the past year asking how the economy actually works. The answers have finally arrived--in a most unconventional form. After spending two years in the midst of the housing market hurricane, Jimmy Adams was laid off from a hedge fund in early 2009. Wearied by eight years in the bond market and disillusioned by the financial services profession, he decides to get an "honest...
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 11/06/11 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
Interview: James Picerno, Author
Aired 10/30/11 James Picerno writes the popular blog The Capital Spectator. One of his main topics is asset allocation. He has a book that came out in February called Dynamic Asset Allocation: Modern Portfolio Theory Updated for the Smart Investor. Asset allocation is important. It determines much of the returns investors will receive. This book goes into a long discussion of modern portfolio theory, and the author finds MPT to be valuable, but needs to be supplemented by other factors other...
-
Interview: Michael Krause, the President of New...
Aired 10/23/11 The explosion of exchange-traded funds (ETFs) isn't just changing the way investors manage their money, but the way they evaluate funds. Up until recently, ETF focused investment research was hard to come by, but not anymore. A new wave of companies have targeted the emerging business of ETF data services and one such company has been quietly producing much needed research. Michael Krause, the President of New York-based AltaVista. http://www.altavista-research.com
-
Interview: Neil Plein, VP Sales and Marketing
Aired 10/16/11 Dis-spells ETF haters and make great points www.investnretire.com unique services start with Exchange Traded Funds (ETFs): We offer ETFs as investment options allowing participants to own whole and fractional shares of low-cost ETFs in their retirement account. Adding low-cost investments increases participants' returns by the cost savings without increasing investment risk. (technical difficulties) during Ron's take about Raj - Rajarnatim's Raj was forced to pay a $10 million...
-
Interview: Victor Ricciardi, Finance Professor at...
10/09/11 Behavioral Finance & Risk Expert, Finance Professor at Goucher College, SSRN Editor, Speaker, Commentator, and our Radio Guest.
-
Interview: Peter Crane, President of Crane Data LLC
Aired 10/02/11 Crane Data collects and distributes money market and mutual fund news, information. and data. Crane Data's main offerings, from Web Access through Wisdom, offer increasing service levels. A license at any level gives access to everything included in all offerings up to that level. http://www.cranedata.us
-
Interview: Andy O'Rourke, Chief Marketing Officer
Aired 09/25/11 As Chief Marketing Officer at Direxion Funds, Andy leads all marketing efforts focusing on building brand and product awareness within the investment advisor community. Prior to joining Direxion Funds, Andy was the Director of Distribution Marketing for MassMutual Financial Group's Retirement Services division. Andy has also been employed by State Street Bank, Fidelity Investments, and Emplanet Retirement Services, in various relationship management, product development, and...
-
Interview: Todd Rosenbluth, Equity Analyst with Standard...
Aired 09/18/11 Todd Rosenbluth, Equity Analyst with Standard & Poor's. This interview discusses ETF investing, new launches and areas of the market that S&P likes.
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 09/11/11 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
Interview: Rick Ferri, CEO of PortfolioSolutions.com and...
Aired 09/04/11 Rick Ferri, CEO of PortfolioSolutions.com and Author of "THE ETF BOOK," and "All about Asset Allocation" and his new book "The Power of Passive Investing: More Wealth with Less Work."
-
Interview: Mark DiPippa, Creator of the Centsables
Aired 08/28/11 The Centsables initiative was conceived and developed by the award winning companies, Norm Hill Entertainment and DNA Creative, whose creative vision has resulted in a ground-breaking approach to financial literacy: “edu-tainment.” While financial institutions and government organizations do a good job of teaching money management skills, only The Centsables uses a multi-media kid-friendly platform to reach – and teach – children in all the ways they enjoy most. With a record...
-
The Index Investing Show
Aired 08/21/11 Today's Topics for Discussion: Warren Buffett loses his mind; Europe on the brink; Credit ratings mumbo jumbo and why you should stick with ETFs and avoid ETNs. Plus your phone calls and emails!!!
-
Alicia Munnell Director, Center for Retirement Research...
Aired 08/14/11 Alicia Munnell was co-founder and first president of the National Academy of Social Insurance and is currently a member of the American Academy of Arts and Sciences, Institute of Medicine, and the Pension Research Council at Wharton. She is a member of the board of The Century Foundation, the National Bureau of Economic Research, and the Pension Rights Center. In 2007, she was awarded the International INA Prize for Insurance Sciences by the Accademia Nazionale dei Lincei in...
-
Interview: Adrienne Toghraie
Aired 08/07/11 Wherever you are in your ability as a trader, there is always room to grow. Adrienne Toghraie has seen this firsthand during her twenty-one years in the business of working on trader discipline. With her book, Trading on Target: How to Cultivate a Winner's State of Mind, she'll help you develop a winning trading mindset and put you in a better position to break through the barriers that have been holding you back
-
Interview: Ron Ryan, CEO, Ryan ALM
Aired 07/30/11 The Ryan Index was the 1st Daily Bond Index created in March 1983. The Ryan Index is the Treasury yield curve as an index for every Auction maturity. It is the most accurate Treasury Index as data starts from Auction Date not Settlement Date. Ryan ALM, Inc. was founded by Ronald J. Ryan on July 12, 2004. Ryan ALM is unique as an Asset Manager being totally focused on Asset/Liability Management (ALM). http://www.ryanalm.com
-
Interview: Lawrence Carrel
Aired 07/24/11 According to Fortune magazine, investing in dividends is one of the top five ways to survive market instability. Dividend Stocks For Dummies gives you the expert information and advice you need to successfully add dividends to your investment portfolio, revealing how to make the most out of dividend stock investing-no matter the type of market. Lawrence Carrel joined TheStreet.com in 2007. He spent the previous seven years at SmartMoney.com where he created two weekly columns,...
-
Interview: Alan Grigoletto, Director of Education
Aired 07/17/11 Mr. Grigoletto manages the education efforts of the three areas of outreach for OIC: retail investors, financial advisors and institutions. Based in Chicago, he assist the marketing team in evaluating outreach strategies; collaborate on options curriculum, collateral development and web content for the OIC websites; and works with the media to promote options education. Mr. Grigoletto participates in conferences, trade shows and panel discussions. OIC is an industry...
-
Interview: Michael Krause, the President of New...
Aired 07/10/11 The explosion of exchange-traded funds (ETFs) isn't just changing the way investors manage their money, but the way they evaluate funds. Up until recently, ETF focused investment research was hard to come by, but not anymore. A new wave of companies have targeted the emerging business of ETF data services and one such company has been quietly producing much needed research. Michael Krause, the President of New York-based AltaVista Independent Research visits with us....
-
Interview: Robert Wilder, J.D., Ph.D.
Aired 07/03/11 Dr. Wilder is CEO & Founder of Wildershares, LLC; he is the Manager of the WilderHill Clean Energy Index. He holds a Ph.D. from University of California at Santa Barbara and a Law Degree from University of San Diego School of Law. Rob is author of the 1998 Book, 'Listening to the Sea,' that links marine biodiversity to smart and cost-effective energy technologies that prevent pollution in the first place. His book chapters and articles have appeared in Nature, National Academy...
-
Interview: James Picerno, Author
Aired 06/26/11 James Picerno writes the popular blog The Capital Spectator. One of his main topics is asset allocation. He has a book coming out in February called Dynamic Asset Allocation: Modern Portfolio Theory Updated for the Smart Investor. Asset allocation is important. It determines much of the returns investors will receive. This book goes into a long discussion of modern portfolio theory, and the author finds MPT to be valuable, but needs to be supplemented by other factors other...
-
Interview: Daryl Montgomery, Author
Aired 06/19/11 Daryl Montgomery is the organizer of the New York Investing meetup, a group of 3000+ independent investors and traders that provides the public with unbiased economic and market information. Montgomery ...More writes the popular Helicopter Economics Investing Guide and is one of the originators of the term 'Helicopter Economics'. He is a former professor and is now uses his research as a full time trader. Montgomery has never worked for, nor has any association with the...
-
Interview: Simon Constable, co-Author
Aired 06/12/11 Simon Constable is host of the News Hub web show,which airs weekdays at 4:00 p.m. eastern on The Wall Street Journal Online. He has written for The Wall Street Journal, WSJ.com, Dow Jones Newswires, MarketWatch.com, TheStreet.com, the New York Post, the New York Sun, and the South China Morning Post. He is also a frequent guest on Fox News, BBC, and ABC TV; a fill-in host for the John Batchelor Show on WABC Radio; and was previously a senior correspondent for TheStreet.com TV....
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 06/05/11 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
Interview: Jonathan Clements, Author
Aired 05/29/11 Jonathan Clements is Director of Financial Guidance for myFi (myFi.com), a new financial service from banking giant Citicorp. Before joining myFi, he spent eighteen years at the Wall Street Journal, where he was the newspaper's award-winning personal finance columnist. He has appeared on ABC's Good Morning America, CNBC, CNN, Fox News Channel, MSNBC, NBC's Today show, and Consuelo Mack WealthTrack, and is an occasional guest on public radio. In a financial world gone mad, you...
-
Interview: Andy O'Rourke, Chief Marketing Officer
Aired 05/22/11 As Chief Marketing Officer at Direxion Funds, Andy leads all marketing efforts focusing on building brand and product awareness within the investment advisor community. Prior to joining Direxion Funds, Andy was the Director of Distribution Marketing for MassMutual Financial Group's Retirement Services division. Andy has also been employed by State Street Bank, Fidelity Investments, and Emplanet Retirement Services, in various relationship management, product development, and...
-
Interview: David Cowen, President & CEO
Aired 05/15/11 David Cowen Named President and CEO of Museum of American Finance New York, NY – The Museum of American Finance has named hedge fund manager and financial historian David Cowen its new president and CEO. Cowen has over 20 years experience as a trader on Wall Street, including in the foreign exchange groups at Bankers Trust and Deutsche Bank. The founder of Quasar Capital Partners, a macro hedge fund, Cowen holds a BA in American history from Columbia College, an MBA from the...
-
Interview: Russell Wild, MBA Global Portfolios
Aired 05/08/11 Russell Wild is the author or co-author of nearly two dozen nonfiction books, including most recently, One Year to An Organized Financial Life (Da Capo, 2010, co-authored with professional organizer Regina Leeds), Index Investing for Dummies (Wiley, 2009), Bond Investing for Dummies (Wiley, 2007), Exchange-Traded Funds For Dummies (Wiley, 2006) and The Unofficial Guide to Getting a Divorce (Wiley, 2005; co-authored with ex-wife attorney Susan Ellis Wild). Wild is also a...
-
John Stephenson, Portfolio Manager and Author
Aired 05/01/11 John Stephenson is a senior vice president and portfolio manager with First Asset Investment Management Inc., where he is responsible for a wide range of equity mandates with a particular focus on energy and resource investing. An award-winning portfolio manager, Stephenson specializes in commodities and equities, showing clients and audiences where the stock, bond, currency and commodity markets are headed. He is the author of “The Little Book of Commodity Investing” and...
-
Interview: Meir Statman, Author
Aired 04/24/10 Meir Statman, one of the nation's leading experts in behavioral finance (the study of why people do irrational things with their money), has written a new book that shows investors how their mistakes are usually caused by their own deep-seated emotions. "What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions"...
-
Interview: Jeremy Held, ALPS Advisers
Aired 04/17/11 Jeremy Held joined ALPS in 1996 and is currently director of research for ALPS Advisers. He is responsible for research, product development, consulting and distribution services for the ALPS ETF, closed-end fund and advisory business. Held is a frequent speaker at investment conferences and his work has appeared in such publications as the Journal of Indexes, Research magazine and Institutional Investor. Held is a Certified Financial Planner and currently a candidate for the...
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 04/10/11 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
Interview: Lawrence Carrel
Aired 03/31/11 According to Fortune magazine, investing in dividends is one of the top five ways to survive market instability. Dividend Stocks For Dummies gives you the expert information and advice you need to successfully add dividends to your investment portfolio, revealing how to make the most out of dividend stock investing-no matter the type of market. Lawrence Carrel joined TheStreet.com in 2007. He spent the previous seven years at SmartMoney.com where he created two weekly columns,...
-
Interview: Robert Wilder, J.D., Ph.D.
Aired 03/27/11 Dr. Wilder is CEO & Founder of Wildershares, LLC; he is the Manager of the WilderHill Clean Energy Index. He holds a Ph.D. from University of California at Santa Barbara and a Law Degree from University of San Diego School of Law. Rob is author of the 1998 Book, 'Listening to the Sea,' that links marine biodiversity to smart and cost-effective energy technologies that prevent pollution in the first place. His book chapters and articles have appeared in Nature, National Academy...
-
Interview: Michael Krause, the President of New...
Aired 03/20/11 The explosion of exchange-traded funds (ETFs) isn't just changing the way investors manage their money, but the way they evaluate funds. Up until recently, ETF focused investment research was hard to come by, but not anymore. A new wave of companies have targeted the emerging business of ETF data services and one such company has been quietly producing much needed research. Michael Krause, the President of New York-based AltaVista Independent Research visits with us....
-
Interview: Mark DiPippa, Creator of the Centsables
Aired 03/13/11 The Centsables initiative was conceived and developed by the award winning companies, Norm Hill Entertainment and DNA Creative, whose creative vision has resulted in a ground-breaking approach to financial literacy: “edu-tainment.” While financial institutions and government organizations do a good job of teaching money management skills, only The Centsables uses a multi-media kid-friendly platform to reach – and teach – children in all the ways they enjoy most. With a record...
-
Interview: Steve Meizinger, Director (ISE)
Aired 03/08/11 Steve Meizinger, Director of Education at the International Securities Exchange (ISE), is a leading expert in Forex, equity, and index options trading. As a top rated instructor for ISE and the Options Industry Council, Steve has led thousands of seminars, helping investors navigate the market and identify the most appropriate trading strategies. Steve has over twenty years experience as an Options Specialist at several leading exchanges, including the NYSE, PHLX and AMEX....
-
Interview: Jane Bryant Quinn, Author and Columnist
Aired 02/27/11 She is a contributing editor for Newsweek, where she writes a monthly column. She also writes a bimonthly column for Bloomberg.com. Her twice-weekly, syndicated Washington Post Writers Group column, “Staying Ahead”, ran for 27 years in over 250 newspapers and is considered one of the most successful newspaper columns. Quinn was co-founder, editor and general manager of McGraw-Hill's "Personal Finance Letter." She was a reporter, then a co-editor of the consumer publication,...
-
Interview: Daniel D. O’Neill, President of Direxion...
Aired 02/22/11 Daniel D. O’Neill is the President and Chief Investment Officer at Direxion Shares. Dan is responsible for all investment management and trading operations at the firm. Direxion Shares are 20 short and leveraged ETFs with around $4.5 billion in assets. Dan joined Direxion in 1999 and plays a leading role in the development and launch of new products. Dan earned a J.D. from the University of Virginia School of Law, where he served on the editorial board for Virginia Law Review....
-
Simon Maierhofer, ETF GUIDE.COM co-founder
Aired 02/13/11 ETFguide is the information leader on exchange-traded funds because of its vendor neutral approach and its progressive reporting style. Unique features include an ETF bookstore, a monthly e-mail newsletter, and subscription based ETF portfolios. ETFguide is independently owned and began publishing in 2003. The site reaches an affluent audience of individual investors, financial advisors, and financial institutions that invest and work with ETFs. http://www.etfguide.com
-
Interview: Darwin Abrahamson, CEO - Invest n Retire
Aired 02/06/11 Darwin Abrahamson founded Invest n Retire‚ LLC (INR) in 2004. Since 1982 Darwin has worked with fiduciaries and pension administrators of qualified plans. Darwin has written articles for several financial publications; including Financial Planning Magazine‚ Financial Advisors Magazine, and the Journal of Indexes. His articles have been syndicated by Universal Press Syndicate. In 2005‚ Darwin wrote an article‚ Avoiding Redemption Fees in 401(k) Plans‚ for Financial Advisors...
-
Interview: Ron Ryan, CEO, Ryan ALM
Aired 01/30/11 The Ryan Index was the 1st Daily Bond Index created in March 1983. The Ryan Index is the Treasury yield curve as an index for every Auction maturity. It is the most accurate Treasury Index as data starts from Auction Date not Settlement Date. Ryan ALM, Inc. was founded by Ronald J. Ryan on July 12, 2004. Ryan ALM is unique as an Asset Manager being totally focused on Asset/Liability Management (ALM). http://www.ryanalm.com
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 01/23/11 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
Interview: Rick Ferri, CEO of PortfolioSolutions.com and...
Aired 01/16/11 Rick Ferri, CEO of PortfolioSolutions.com and Author of "THE ETF BOOK," and "All about Asset Allocation" and his new book "The Power of Passive Investing: More Wealth with Less Work."
-
Interview: JACK A. ABLIN Executive Vice President Chief...
Aired 01/09/11 Jack Ablin is Executive Vice President and Chief Investment Officer with Harris Private Bank. He is responsible for establishing investment policy and strategy within the Personal Investment Management Group of Harris Private Bank. Mr. Ablin also chairs the Harris Private Bank Asset Allocation Committee, which determines the strategy for investment portfolios for Harris Private Bank. Mr. Ablin joined Harris in 2001 and has more than 25 years of experience in money management....
-
Interview: John Bogle, founder/retired CEO of The...
Aired 01/04/11 John Clifton "Jack" Bogle is the founder and retired CEO of The Vanguard Group. The answer to the conundrum of 2008 lies in John Bogle's book, "Enough," which is the punch line from a delightful Kurt Vonnegut/Joseph Heller story. Simply put, our nation has been suffering from decades of unchecked financial excess, for which we are now paying the piper: excess in investment company fees; excess in financial speculation masquerading as diversification and innovation; excess in...
-
Interview: Richard Kang, Chief Investment Officer
Aired 12/26/10 Richard Kang is Chief Investment Officer and Director of Research at Emerging Global Advisors LLC, an investment fund and research advisory firm specializing in emerging markets. Their initial product line will be the first comprehensive family of emerging market sector exchange traded funds. Richard, who formerly blogged at The Beta Brief http://www.thebetabrief.com/, was also recently involved in investment and risk consultation for a variety of fund management companies and...
-
Interview: Meir Statman, Author
Aired 12/19/10 Meir Statman, one of the nation's leading experts in behavioral finance (the study of why people do irrational things with their money), has written a new book that shows investors how their mistakes are usually caused by their own deep-seated emotions. "What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions"...
-
Interview: Mitchell Zuckoff, Author
Aired 12/12/10 Mr.Zuckoff is a former special projects reporter at The Boston Globe who was a Pulitzer Prize finalist for investigative reporting. He received the Distinguished Writing Award from the American Society of Newspaper Editors, the Livingston Award for International Reporting, the Heywood Broun Award, and the Associated Press Managing Editors' Public Service Award, among others. He is the author of Ponzi’s Scheme: The True Story of a Financial Legend, a New York Times Editors’...
-
Interview: John Williams, Shadow Government Statistics
Aired 12/05/10 "John Williams' Shadow Government Statistics" is an electronic newsletter service that exposes and analyzes flaws in current U.S. government economic data and reporting, as well as in certain private-sector numbers, and provides an assessment of underlying economic and financial conditions, net of financial-market and political hype. http://www.shadowstats.com/
-
Interview: Fred Jheon, ETF Securities
Aired 11/28/10 Fred Jheon is responsible for business strategy and product development efforts for the ETF Securities group of companies. Prior to this, he spent 8 years with Barclays Global Investors (BGI) in its exchange-traded funds business in San Francisco. During his tenure at BGI, Fred held leadership positions in portfolio management, product development and finance for BGI, iShares. Prior to joining BGI, Fred was a senior at PricewaterhouseCoopers in the financial services practice....
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 11/21/10 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
Interview: Michael Krause, the President of New...
Aired 11/13/10 The explosion of exchange-traded funds (ETFs) isn't just changing the way investors manage their money, but the way they evaluate funds. Up until recently, ETF focused investment research was hard to come by, but not anymore. A new wave of companies have targeted the emerging business of ETF data services and one such company has been quietly producing much needed research. Michael Krause, the President of New York-based AltaVista Independent Research visits with us....
-
Interview: John Stephenson, Portfolio Manager and Author
Aired 11/07/10 John Stephenson is a senior vice president and portfolio manager with First Asset Investment Management Inc., where he is responsible for a wide range of Canadian equity mandates with a particular focus on energy and resource investing. John was recently recognized by Brendan Wood International (BWI) as one of Canada's 50 best portfolio managers (read the press release). John is also the editor of Money Focus (www.reportonmoney.com), a free bi-weekly publication on the economy...
-
Interview: Alicia Munnell Director, Center for...
Aired 10/31/10 Alicia Munnell was co-founder and first president of the National Academy of Social Insurance and is currently a member of the American Academy of Arts and Sciences, Institute of Medicine, and the Pension Research Council at Wharton. She is a member of the board of The Century Foundation, the National Bureau of Economic Research, and the Pension Rights Center. In 2007, she was awarded the International INA Prize for Insurance Sciences by the Accademia Nazionale dei Lincei in...
-
Interview: John Nyaradi, Author
Aired 10/24/10 John Nyaradi, Publisher of Wall Street Sector Selector and author of Super Sectors: How to Outsmart the Market Using Sector Rotation and ETFs. Included in “Year’s Top Investment Books” in the 2011 Stock Trader’s Almanac, Super Sectors identifies 5 super sectors that will likely advance far faster and higher than the general indexes due to several economic and social megatrends on the horizon.
-
Interview: Daniel D. O’Neill, President of Direxion...
Aired 10/17/10 Daniel D. O’Neill is the President and Chief Investment Officer at Direxion Shares. Dan is responsible for all investment management and trading operations at the firm. Direxion Shares are 20 short and leveraged ETFs with around $4.5 billion in assets. Dan joined Direxion in 1999 and plays a leading role in the development and launch of new products. Dan earned a J.D. from the University of Virginia School of Law, where he served on the editorial board for Virginia Law Review....
-
Interview: Tom Anderson, CFA Vice President, State...
Aired 10/10/10 Tom is a Vice President of State Street Global Advisors and Head of the Strategy and Research Group for the Intermediary Business Group. He is responsible for developing research content for the ETF marketplace, as well as developing and maintaining key relationships within the research, investment and intermediary communities. State Street Global Advisors (SSgA), the investment management arm of State Street Corporation (NYSE: STT) State Street Global Advisors, the investment...
-
Interview: Russell Wild, Journalist/Author
Aired 10/03/10 Russell Wild is the author or co-author of nearly two dozen nonfiction books, including most recently, One Year to An Organized Financial Life (Da Capo, 2010, co-authored with professional organizer Regina Leeds), Index Investing for Dummies (Wiley, 2009), Bond Investing for Dummies (Wiley, 2007), Exchange-Traded Funds For Dummies (Wiley, 2006) and The Unofficial Guide to Getting a Divorce (Wiley, 2005; co-authored with ex-wife attorney Susan Ellis Wild). Wild is also a...
-
Interview: Gary Gastineau, Author
Aired 09/26/10 Gary L. Gastineau is principal of ETF Consultants LLC, which provides specialized exchange-traded fund consulting services to ETF issuers, exchanges, and investors. He is also a managing member and cofounder of Managed ETFs LLC, a firm that has developed new ETF trading systems and new actively managed ETFs. Preceding a position as managing director for ETF product development at Nuveen Investments, Gastineau directed product development at the American Stock Exchange for...
-
Interview: Tom Roseen - Research Manager
Aired 09/19/10 Tom manages the research efforts for the United States and Latin America. He is the editor and an author of Lipper’s U.S. Research Studies, FundFlow Insight Reports, and FundIndustry Insight Reports. In addition, Tom is the author of “Taxes in the Mutual Fund Industry.” He is involved in fund analysis and research, and contributes to the monthly and quarterly equity and fixed income FundMarket Insight reports, webcasts, and podcasts, where he focuses on domestic and world fund...
-
Interview: Phil Gocke, Options Industry Council
Aired 09/12/10 Phil Gocke with the Options Industry Council. http://www.OptionsEducation.com
-
Interview: Simon Maierhofer, ETF GUIDE.COM co-founder
Aired 09/05/10 ETFguide is the information leader on exchange-traded funds because of its vendor neutral approach and its progressive reporting style. Unique features include an ETF bookstore, a monthly e-mail newsletter, and subscription based ETF portfolios. ETFguide is independently owned and began publishing in 2003. The site reaches an affluent audience of individual investors, financial advisors, and financial institutions that invest and work with ETFs. http://www.etfguide.com
-
Interview: Dan Dolan, Select Sector SPDRs
Aired 08/28/10 Select Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds. So now you can customize your investments by picking and weighting these sectors to meet your specific investment goals. Select Sector SPDRs have the diversity of a mutual fund, the focus of a sector fund, and the tradability of a stock. You can buy or sell Select Sector SPDR shares on the American Stock Exchange throughout the trading day. Together, the nine Select Sector SPDRs represent...
-
Interview: John Bogle, founder/retired CEO of The...
Aired 08/21/10 John Clifton "Jack" Bogle is the founder and retired CEO of The Vanguard Group. The answer to the conundrum of 2008 lies in John Bogle's book, "Enough," which is the punch line from a delightful Kurt Vonnegut/Joseph Heller story. Simply put, our nation has been suffering from decades of unchecked financial excess, for which we are now paying the piper: excess in investment company fees; excess in financial speculation masquerading as diversification and innovation; excess in...
-
Interview: Michael Krause, the President of New...
Aired 08/14/10 The explosion of exchange-traded funds (ETFs) isn't just changing the way investors manage their money, but the way they evaluate funds. Up until recently, ETF focused investment research was hard to come by, but not anymore. A new wave of companies have targeted the emerging business of ETF data services and one such company has been quietly producing much needed research. Michael Krause, the President of New York-based AltaVista Independent Research visits with us....
-
Interview: Daryl Montgomery, financial blogger
Aired 08/07/10 Daryl Montgomery is the organizer of the 2500+ member New York Investing meet up and was previously an academic, but am now a full-time trader, market strategist and financial blogger. http://www.meetup.com/nyinvestingmeetup/
-
Interview: Rolf Agather, Business Development, Russell...
Aired 07/31/10 Rolf Agather is the director of business development for Russell indexes. He oversees product development and management, and the implementation of strategic initiatives for the index business globally. http://www.russell.com
-
Interview: Lawrence Carrel, Financial Journalist
Aired 07/24/10 Lawrence Carrel is a financial journalist and served as a staff writer at TheWallStreetJournal.com, SmartMoney.com, and TheStreet.com. He is the author of ETFs for the Long Run: What They Are, How They Work, and Simple Strategies for Successful Long-Term Investing (Wiley). According to Fortune magazine, investing in dividends is one of the top five ways to survive market instability. Dividend Stocks For Dummies gives you the expert information and advice you need to...
-
Interview: Russell Wild, Journalist/Author
Aired 07/17/10 Russell Wild is the author or co-author of nearly two dozen nonfiction books, including most recently, One Year to An Organized Financial Life (Da Capo, 2010, co-authored with professional organizer Regina Leeds), Index Investing for Dummies (Wiley, 2009), Bond Investing for Dummies (Wiley, 2007), Exchange-Traded Funds For Dummies (Wiley, 2006) and The Unofficial Guide to Getting a Divorce (Wiley, 2005; co-authored with ex-wife attorney Susan Ellis Wild). Wild is also a...
-
Interview: Alan Roth - Author and Finance Officer
Aired 07/10/10 Allan is the founder of Wealth Logic, LLC. He has been working in the investment world with 25 years of corporate finance. He has been finance officers of two multi-billion dollar corporations and consulted with many others while at McKinsey & Company. As part of this work and as a current honorarium finance faculty member of the University of Colorado, Allan has studied financial markets and the behavioral aspects of investing. He notes that large corporations tend to invest...
-
Interview: Ron Ryan, CEO, Ryan ALM
Aired 07/03/10 The Ryan Index was the 1st Daily Bond Index created in March 1983. The Ryan Index is the Treasury yield curve as an index for every Auction maturity. It is the most accurate Treasury Index as data starts from Auction Date not Settlement Date. Ryan ALM, Inc. was founded by Ronald J. Ryan on July 12, 2004. Ryan ALM is unique as an Asset Manager being totally focused on Asset/Liability Management (ALM). http://www.ryanalm.com
-
Interview: Darwin Abrahamson, CEO - Invest n Retire
Aired 06/26/10 Darwin Abrahamson founded Invest n Retire‚ LLC (INR) in 2004. Since 1982 Darwin has worked with fiduciaries and pension administrators of qualified plans. Darwin has written articles for several financial publications; including Financial Planning Magazine‚ Financial Advisors Magazine, and the Journal of Indexes. His articles have been syndicated by Universal Press Syndicate. In 2005‚ Darwin wrote an article‚ Avoiding Redemption Fees in 401(k) Plans‚ for Financial Advisors...
-
Interview: John Williams, Shadow Government Statistics
Aired 06/19/10 "John Williams' Shadow Government Statistics" is an electronic newsletter service that exposes and analyzes flaws in current U.S. government economic data and reporting, as well as in certain private-sector numbers, and provides an assessment of underlying economic and financial conditions, net of financial-market and political hype. http://www.shadowstats.com/
-
Interview: Daniel D. O’Neill, President of Direxion...
Aired 06/12/10 Daniel D. O’Neill is the President and Chief Investment Officer at Direxion Shares. Dan is responsible for all investment management and trading operations at the firm. Direxion Shares are 20 short and leveraged ETFs with around $4.5 billion in assets. Dan joined Direxion in 1999 and plays a leading role in the development and launch of new products. Dan earned a J.D. from the University of Virginia School of Law, where he served on the editorial board for Virginia Law Review....
-
Interview: Professor Hersh Shefrin, Author
Aired 06/05/10 Hersh Shefrin holds the Mario Belotti Chair in the Department of Finance at Santa Clara University's Leavey School of Business. Professor Shefrin is a pioneer of behavioral finance. He has published widely in the area and writes for both academics and practitioners. In 1999, Professor Shefrin’s book, Beyond Greed and Fear: Understanding Behavioral Finance and the Psychology of Investing, was published by Harvard Business School Press. BG&F is the first comprehensive treatment...
Recommended Shows
PROGRAM INFORMATION
- Vista, CA
- Business
- English
-
Visit the station website
Email the show
Update show info
