Most Never Escape Stage 3 | Rick Ferri on the Education of an Index Investor
In this episode of Excess Returns, we welcome back Rick Ferri, founder of Ferri Investment Solutions and host of the Bogleheads on Investing podcast. Rick shares timeless insights on the evolution of an investor’s education, the pitfalls of complexity, and how to build portfolios that are simple, low-cost, and behaviorally sustainable. The discussion covers how investors can think about macro forecasts, indexing, factors, international diversification, and the right withdrawal rates in retirement.
Topics covered:
Why macro forecasting rarely works as a long-term investment strategy
The four…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.