MI Rewind: The Bogle Effect w/ Eric Balchunas
The Intrinsic Value Podcast - The Investor’s Podcast Network
Exploring Trends and Innovation in the ETF Space
This chapter explores the use of options, futures, and swaps in ETFs to create non-correlated returns, hedge fund type strategies, and ways to manage downside risk. Additionally, the speaker provides information on where to connect with them, including their book, Twitter handle, podcast, and TV show dedicated to the world of ETFs.
Clay Finck chats with Eric Balchunas about what an ETF is and why it’s a popular investment tool among retail investors, how Vangaurd was originally created after Bogle was ousted out of his own company, why Vanguard’s business model was so successful at attracting new investors, Eric’s thoughts on a potential index fund bubble, how Vanguard is disrupting the financial services industry, Eric’s thoughts around the effects of a Bitcoin ETF in the future, and much more!
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:29 - What an ETF is and why it’s a popular investment tool among retail investors.
08:20 - How investors can parce through the thousands of ETFs available to determine which make most sense to them.
12:40 - How Vanguard was originally created after Bogle was ousted out of his own company.
19:09 - Why Vanguard’s business model was so successful at attracting new investors.
19:09 - Why other companies haven’t followed the Vanguard playbook.
31:20 - What drove Bogle to pass on almost all profits to investors through Vanguard.
37:10 - Eric’s thoughts on a potential index fund bubble.
42:07 - How Vanguard is disrupting the financial services industry.
52:35 - Eric’s thoughts around the potential Bitcoin ETF.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Check out Eric’s book, The Bogle Effect.
- Check out Bloomberg’s podcast, Trillions.
- Bloomberg’s show, Bloomberg ETF IQ.
- Check out the books mentioned in the podcast here.
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