The Long Term Investor
Showing 12 of 282 episodes
If you live in a high-tax state, a home-state municipal bond fund can lower your tax bill. But how much extra income do you actually keep, and what risk are you taking to get it? Peter Lazaroff walks through the math and explains why bonds tied to a Utah wind farm were downgraded after the Los Angeles wildfires.
Why does the economy feel so bad when people keep spending? Kyla Scanlon, author of In This Economy? and creator of the term “vibecession,” joins me to explore the gap between economic data and financial security. We discuss asset ownership, the uncertainty surrounding AI, and why some people are losing faith in the traditional path to building wealth.
It’s been a frustrating stretch for bond investors, but the same rise in interest rates that hurt bond prices has also improved the outlook for future returns. In this episode of The Long Term Investor, I explain what’s driving higher yields, how they’ve changed the opportunity in fixed income, and why the way you build your bond portfolio matters.
Having more money doesn’t automatically make financial decisions easier. Morgan Housel, author of "The Psychology of Money", joins me for a live conversation about building wealth, spending well, and knowing when you have enough. We also explore his views on AI, government debt, and the future of financial advice.
If you’ve saved enough to retire, why keep taking investment risk? Peter Lazaroff explores the questions worth asking before making your portfolio more conservative and how to decide whether a change would actually improve your life.
Recorded on the floor of the New York Stock Exchange (NYSE), this conversation with Robin Wigglesworth, author of A Fabulous Debt, connects centuries of financial history to today’s biggest questions about AI, interest rates, and government debt.
A good investment can still be a bad addition to your portfolio. In this special rebroadcast from The Plancorp Perspective, Ranie Verby puts me in the guest chair to discuss how goals, behavior, evidence, and process shape the investments you should—or shouldn’t—own. We also explore why seemingly sophisticated choices can fail in real life and what it actually means for a portfolio to succeed.
My new book 'The Perfect Portfolio' is officially available to purchase or stream. A labor of love I hope becomes a resource for my listeners and anyone curious about what really makes a portfolio 'perfect' (for you).
DIY investors can struggle with ways to systematically reduce bias in their portfolio. The Probablistic Decision Protocol (PDP) is a simple four-question filter for doing that. It is not designed to make you more active. It is designed to keep you from being casually wrong.
In this episode, I’m joined by Mary Childs, host of Mary in America and author of The Bond King, for a conversation about the financial infrastructure supporting the Treasury market and the consequences of a growing national debt.
I had two conversations this week with listeners who had built meaningful wealth and believed strongly in keeping their investments simple. Both were dealing with a problem that a basic portfolio could not completely solve.
Low-cost, broadly diversified portfolios are now available to nearly everyone. Yet investors still trade aggressively, chase forecasts, and panic whenever uncertainty rises. If the technical solution has become so accessible, why is having a good investment experience still so difficult?
Start here
An on-ramp for new listeners — Peter's philosophy plus the greatest guest conversations.
How does an award-winning Chief Investment Officer invest his own assets? In this episode, Peter shares how he handles his own assets, liabilities, and spending habits.
How does an award-winning Chief Investment Officer invest his own assets? In this episode, Peter shares how he handles his own assets, liabilities, and spending habits.
One of the trickiest things about personal finance is the sheer number of choices. It doesn’t matter the details of your specific situation – we all face countless decisions and each option comes with a lot of underlying complexity.
In the second installment of a three-part series, Peter walks through the investing chapters of Making Money Simple: The Complete Guide To Getting Your Financial House in Order and Keeping It That Way Forever.
In the final installment of a three part series, Peter walks through the third section of Making Money Simple: The Complete Guide To Getting Your Financial House in Order and Keeping It That Way Forever.
In 2020, the global stock market had 155.7 million trades per day worth $554.6 billion dollars.
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Search 282 episodes in Peter's own words, no AI-generated advice, every result is something he actually said.
Meet your host
Peter is the Chief Investment Officer at Plancorp and the author of The Perfect Portfolio andMaking Money Simple. Each week on The Long Term Investor, he cuts through the noise with evidence-based conversations about investing, behavior, and building wealth that lasts.
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