Edward McQuarrie
Professor Emeritus and financial historian who researches long-run stock and bond returns and retirement income planning; author and frequent contributor to financial outlets and specialist retirement reading series.
Best podcasts with Edward McQuarrie
Ranked by the Snipd community
15 snips
Oct 13, 2025 • 1h
527: Challenging the Conventional Wisdom of Stocks vs. Bonds and Common Retirement Planning Strategies with Edward McQuarrie
Edward McQuarrie, a Professor Emeritus and financial historian, challenges traditional investment wisdom in this insightful discussion. He argues that the long-held belief in stocks outperforming bonds may not hold true across all historical contexts. McQuarrie emphasizes the importance of securing baseline income, recommending tools like TIPS ladders and annuities. He also tackles the complexities of Roth conversions and warns against overconfident financial forecasts, urging retirees to adopt a more nuanced and historically informed approach to their financial planning.
6 snips
Feb 7, 2024 • 28min
Edward McQuarrie: Rethinking Portfolio Theory
Dr. Edward McQuarrie challenges conventional wisdom in financial markets, discussing his research on stock and bond performance over time, survivorship bias, and the relationship between interest rates and returns. He also explores the concentration of risk in stock universes and the importance of active management and asset allocation. A thought-provoking episode that challenges traditional portfolio theory and offers a fresh perspective.
