PODCAST · business
Kick the Dogma
by John Emrich
Discussions about global asset allocation with authors, investors, and economists.
Episodes
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Ladder or Lottery?
Good non-fiction books teach you something. Great non-fiction books make you think. And the latest book from Gary Hoover, Ladder or Lottery, Economic Promises and the Reality of Who Gets Ahead, did just that. You might think, I’ve heard this story. Income inequality, rich people and their…
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The Middle-Class New Deal
Buy The Middle-Class New Deal here: https://www.amazon.com/Middle-Class-New-Deal-Restoring-Mobility/dp/0520423399
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Busting the Bankers’ Club
New Ep is Up! Bankers brought the global economic system to its knees in 2007 and nearly did the same in 2020. Both times, the US government bailed out the banks and left them in control. How can we end this cycle of trillion-dollar bailouts and make finance work for the rest of us? Busting the...
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The Ownership Dividend…
Today we talk to historian, fund manager, and author Daniel Peris. In his fourth book, The Ownership Dividend, Daniel makes the persuasive case that we are on the verge of a major paradigm shift for investors in the U.S. stock market. Dividend-focused stock investing, he explains, has been…
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The Abundant University
New Ep is up! Today we have Michael D Smith, Professor of Information Technology and Marketing at Carnegie Mellon, and the author of the new book, The Abundant University: Remaking Higher Education for a Digital World. College has been in the news a lot the last few years, mostly due to the...
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We’ve Got You Covered
New Ep is up! Today we have our first returning guest, Dr. Amy Finkelstein, economics professor at MIT, co-author (with Liran Einav) of today’s subject, the book We’ve Got You Covered: Rebooting American Health Care, but also co-author of Risky Business: Why Insurance Markets Fail and What to Do...
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Four Ways to Beat the Market
Welcome to Kick the Dogma, the podcast where we interview authors of books on investing, economics, behavioral finance, and business more generally. Today’s episode is an interview with Algy Hall, author of Four Ways to Beat the Market: A practical guide to stock-screening strategies to help you...
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Moving the Needle…
What Tight Labor Markets Do For The Poor. Another timely book and discussion, as unemployment remains near historic lows, wages and benefits rise, and the traditionally disenfranchised enter the labor force. Specifically, the book addresses structural change that occur below an already low...
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The Intelligent Fund Investor
New Ep is up! Today we get to talk to Joe Wiggins, author of The Intelligent Fund Investor: Practical Steps for Better Results in Active and Passive Funds. Joe is also a senior portfolio manager, putting the tools he describes in the book to work every day. Joe and I agree that equity markets are...
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Risky Business
New Ep is up! If you aren’t already excited about insurance markets, this episode will convert you. Amy Finkelstein is a professor at MIT and co-author of Risky Business: Why Insurance Markets Fail and What to Do About It. Insurance is about risk management. But the markets are inefficient,...
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Say Thank You For Everything
On today’s episode we have Jim Edwards, former editor-in-chief of Insider’s news division, and author of Say Thank You For Everything: The Secrets of Being a Great Manager, Strategies and Tactics That Get Results. I personally had a blast talking to Jim, I know you’ll enjoy listening to him. Jim...
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The ESG Investing Handbook
New Ep is up! Another take on ESG investing, this time more of a European perspective. I was joined by Becky O’Connor, editor of and contributor to The ESG Investing Handbook: Insights and Developments In Environmental, Social & Governance Investment. Becky is head of pension and savings at...
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Unleash Your Complexity Genius…
…Growing Your Inner Capacity to Lead, with co-author Jennifer Garvey Berger. Jennifer joined us from the French countryside for a wide ranging interview that covered her background, her business with co-author Carolyn Coughlin, and what breathing, sleep, laughter, and evolutionary biology have to...
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Robbing Peter to Pay Paul
New ep is up! An interview with Samuel Evan Milner, economic historian and author of Robbing Peter to Pay Pau: Power, Profits, and Productivity in Modern American. Mr. Milner has a degree in history from Harvard, master’s degrees in history and philosophy from Yale, a PhD in history from Yale…
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How to Pay for College
New Ep is up! This one has the potential to deliver the highest potential return on either 60 minutes or $20 to any parent thinking about helping a child with college. No joke. Think about it. The three biggest investments you could make in your life are for your retirement, for a home, and if…
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Price Revolutions and the Rhythm of History
The book is an 800-year history of inflation. Three hundred pages in 35 minutes, with as much of the author’s original work quoted or referenced as possible. Learn the recurring themes in all Four Waves starting in the 12th century and ending (but not really) in the 20th century. Demand-side...
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The Licensed Marijuana Industry
“Let cannabis be kale.” The licensed weed business is more than about states generating tax revs, it’s about supporting small businesses, social justice, and more. Ag economists Dan Sumner and Robin Goldstein explain The Blunt Realities of Cannabis Economics. I share a story from my firefighter...
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Evolutionary Ideas
On today’s episode we have a discussion about the evolution of human behavior and how it can be used in engineering, corporate strategy, marketing, and so much more. Sam Tatam joined us from Sidney to talk about his new book Evolutionary Ideas: Unlocking Ancient Innovation to Solve Tomorrow’s...
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All About ESG
All About ESG. That is, investing based on environmental, societal, and governance criteria, and it’s exploding. ESG has taken over from SRI, or socially responsible investing, and interested investors need to understand both impact investing and sustainable investing. But there’s a new book out…
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The Bond King, with Mary Childs
Check out the full interview on New Books Networks. Buy the book on Amazon. Follow Mary on Linkedin and NPR’s Planet Money. From the host of NPR's Planet Money, the deeply-investigated story of how one visionary, dogged investor changed American finance forever. The Bond King: How One Man Made a...
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The Intangible Economy
Today’s topic is the intangible economy, what it means for competition, policy, inequality, and so much more. For fifty years, the percentage of investment in corporate America and elsewhere allocated to intangible assets has risen slowly but steadily as a percentage of the total. An increasingly...
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KTD Q1 Wrap Up and Look Forward
Kick the Dogma wraps up its first quarter. Enjoy this quick look back at prior episodes, with updates on performance, inflation, and coverage of the yield curve inverting between 2’s and 10’s. What does that mean? What are better indicators of coming recession? Enjoy, and have a great weekend.…
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All About Asset Allocation, with Rick Ferri
Rick Ferri’s career is itself a history of the investment management industry, with one notable exception. He tended to be years if not decades ahead of the pack on where the profession, the products, and the services needed to go. Rick has been an analyst and financial advisor for over 30 years,...
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The Great Wave: Price Revolutions and the Rhythm of History
New pod is up! Get it now on Amazon, Apple, Spotify, Stitcher, or Google. A book review of the 800-year history of inflation from author David Hackett Fischer. Three hundred pages in 35 minutes, with as much of the author’s original work quoted or referenced as possible. Learn the recurring…
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Weekend Kickoff March 4
The Russian invasion creates a back-to-back global supply shock, just as the pain of a global pandemic was receding. Whether investment dollars and extracted commodities go into defense spending or alternative energy, we are in a new paradigm. With a new Cold War and a front creeping west,...
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Asset Dedication Book Review
Today on the pod, a book review of Asset Dedication by Stephen Huxley and Brent Burns. Asset Dedication, is an alternative to the 60/40 model discussed in the review of Phil Huber’s book Allocators Edge. Time and valuation matter. Each dollar is invested to optimize expected return over the...
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The Allocator’s Edge Book Review
Subtitled “A modern guide to alternative investments and the future of diversification”, this book by Savant Wealth Management CIO Phil Huber warns about the pending disappointment in returns from the traditional 60/40 portfolio, and offers suggestions about how to do better. The book shares an...
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Morning Kick Feb 1
Updates on South Korea from The Economist, CEO of the Norway Oil Fund in the news here, which leads into a 10 minute discussion about Inflation, what it is, what it isn’t, why it’s so difficult to forecast, & what has historically worked when inflation gets away from the Fed. Follow us on…
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Kick Off Jan 28
Weekend edition of Kick the Dogma, the fastest five minutes in finance. Interesting notes on South Korea and Japan, following updates on Ukraine and Norway from last week. These are not recommendations. Find GMO’s report on Japan here. Trillions by Robin Wigglesworth can be purchased here. Kia…
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Discussion with Robin Wigglesworth, author of Trillions: How A Band Of Wall Street Renegades Invented The Index Fund and Changed Finance Forever.
We talk Norway, the Government Pension Fund Global, Chile, EMH, price realization, active vs passive, ESG & governance, the Cleese Principle (90/10), hand wringing over the growth in indexing, and more. Follow Robin @robinwigg on Twitter, www.FT.com where he is Global Finance Correspondent, Buy...
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Morning Kick Jan 21
Brief updates relevant to global asset allocations, China, Russia (Ukraine), Chile
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Intro to KTDPod
Welcome to Kick the Dogma, the investing podcast about global asset allocation, from theory to practice, from passive to active, and everything in between. Learn about the pod, your host John Emrich, and next week’s first guest.
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