

Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri
Apr 27, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 4min
How to Bring Your Own Students Into the Conversation
03:59 • 2min
Do Junk Bonds Pay Off in the Long Run?
05:42 • 2min
The High-Yield Bond Fund and the S&P 500
07:32 • 2min
The Benefits of Credit Risk in the Bond Market
09:09 • 2min
The Tax Benefits of Preferential Stocks
10:52 • 2min
The Benefits of Buying a Loan From a State
12:59 • 2min
The Volatility of the Portfolio
14:31 • 2min
How to Hedge Against Inflation
16:11 • 3min
The Importance of Portfolio Management
19:21 • 2min
Active Versus Passive Management
20:57 • 2min
The Age-Old Fama vs. Shiller Debate
23:00 • 3min
How to Pick Active Managed Funds
26:29 • 2min
The Importance of Fees
28:23 • 2min
The Pros and Cons of Active Management Strategies
30:05 • 2min
How to Invest in an ESG Fund
32:17 • 2min
The Future of Portfolio Management
33:52 • 2min
How to Calculate Tax Efficiency of a Fund
36:20 • 2min
The Differences Between Vanguard and Vanguard Mutual Funds
38:33 • 3min
How Much Tax Loss Harvesting Can You Add to Your Portfolio?
41:16 • 2min
The Benefits of Direct Indexing
43:05 • 2min
The Disappointment of Direct Indexing Firms
44:47 • 2min
The Five Factor Model
47:08 • 2min
Boglehead's Philosophy of Investing
48:45 • 2min
The Importance of Being Tax Efficient
50:36 • 2min