The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: The Bogle Effect w/ Eric Balchunas

Jun 14, 2024

Eric Balchunas discusses the rise of ETFs, Vanguard's disruptive business model, the potential for a Bitcoin ETF, and the impact of index fund bubbles. He highlights Vanguard's success in attracting investors and prioritizing their interests, while exploring the innovation and trends in the ETF space.

59:06

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Episode notes

Intro

00:00 • 3min

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Impact of John Bogle and Vanguard on ETFs

02:50 • 17min

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Innovations in Range Rover Sport and Airbnb's Potential

19:38 • 6min

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Vanguard's Impact on the Investment Industry

25:31 • 16min

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Three Sponsor Messages: Airbnb, Land Rover USA, NetSuite by Oracle

41:22 • 3min

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Vanguard Expansion and the Rise of Bitcoin ETFs

44:42 • 13min

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Exploring Trends and Innovation in the ETF Space

58:07 • 4min

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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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