Jim Wiandt – ETF Missionary (EP.74)

Phil closes out the Inside ETFs conference with a conversation with the founder of ETF.com, Jim Wiandt. Early days of index investing Being a missionary about the ETF vehicle How to cover companies who also sponsor and advertise Has ETF popularity peaked? The next big...

Joe Anthony – Public Relations (EP.73)

Phil talks to Joe Anthony, President of Gregory FCA about the growth of their firm and the state of public relations and media in the financial services industry. Early struggles at the company How the media landscape has changed over Joe’s career Whether media...

David Kotok – Cumberland Advisors (EP.72)

Phil sits down with the legendary David Kotok for an outdoor conversation during Inside ETFs about David’s career, investment principles, Cumberland Advisors and the state of the economy. Conversation highlights: Launching Cumberland just before the oil shock and...

Larry Swedroe – Factors & Retirement (EP.70)

Phil is joined by Larry Swedroe to talk about factor investing and Larry’s new book, Your Complete Guide to a Successful and Secure Retirement. The conversation highlights include: How Larry got exposure early in his career 600 factors identified beyond Fama French...

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