5 Investing Lessons Hidden In Market History (EP.211)
Release Date: 07/02/2025
Muni Bonds Explained: How To Incorporate Tax-Free Income With Investing For Retirement (EP.221)
The Long Term Investor
Municipal bonds can be a powerful tool for high-income investors, but only when used thoughtfully. In this episode, I explain how to evaluate muni bonds with tax-equivalent yield, the difference between general obligation and revenue bonds, and why I avoid state-specific and high-yield issues. I also share Plancorp’s implementation approach and give a market outlook on why munis remain attractive for retirement portfolios today. Listen now and learn: ► How to tell if municipal bonds make sense for your portfolio ► The key differences between types of muni bonds and what those...
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Can AI Keep Driving the Stock Market Higher? Callie Cox Explains (EP.220)
The Long Term Investor
Get updates for my new book: ----- AI has fueled massive gains for Big Tech, but can one sector really carry the market forever? In this episode, I’m joined by Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, to explore the tension between Wall Street’s AI-fueled optimism and the realities of a slowing economy. We discuss what history teaches us about dominant companies, how to spot the difference between hype and durable innovation, and what long-term investors should really be watching. Listen now and learn: ► Why “the stock market is not the...
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Mutual Funds vs ETFs vs SMAs: Which is the Best For You? (EP.219)
The Long Term Investor
Check out the best podcast show notes on the internet at ----- Mutual funds, ETFs, and SMAs all give you access to the market — but the way they handle taxes, costs, and control can lead to very different outcomes. In this episode, I break down how each vehicle works, where it shines, and when it falls short. If you’ve ever wondered which is best for your portfolio, this is the episode you’ll want to hear. Listen now and learn: ► Why mutual funds can leave you paying for other investors’ decisions — and how ETFs and SMAs solve that problem. ► The key differences...
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How Evidence-Based Advice Adds Up to 3% In Net Returns With Fran Kinniry (EP.218)
The Long Term Investor
Not all financial advisors are created equal. Before you hire one, make sure you’re asking the right questions. Use my structured interview worksheet to compare advisors and avoid costly mistakes. . Vanguard’s Advisor’s Alpha framework just turned 25—and few people know its impact better than Fran Kinniry, the study’s original architect. In this episode, we explore how Advisor’s Alpha reshaped the value of financial advice, why its lessons are more relevant than ever, and what it means for investors today. Listen now and learn: ► The hidden costs that quietly...
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Reset Your Portfolio Expectations (Before It’s Too Late) (EP.217)
The Long Term Investor
Get updates for my new book: ----- Recently, I joined Jesse Cramer on The Best Interest Podcast for a conversation on volatility, investor behavior, and how to avoid overreacting to headlines. We unpack why market noise can distort long-term plans and what to do when your risk tolerance feels misaligned with your portfolio. Listen now to learn: ► Why volatility is a feature—not a bug—of long-term investing ► What to do if market drops reveal your portfolio isn’t right for you ► How global diversification helps even when it feels like a drag ► How narratives—not...
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The Power of Humility in Investing with Dan Rasmussen (EP.216)
The Long Term Investor
Get updates for my new book: ----- Dan Rasmussen, author of The Humble Investor, joins me to unpack the overlooked superpower of humility in investing. We discuss why market forecasts often go wrong, how overconfidence fuels financial mistakes, and where conventional wisdom can lead investors astray. Dan also reveals the hidden risks in popular private market strategies. Listen now and learn: ► Why humility can help investors navigate market volatility. ► The misunderstood truth behind value investing. ► The risks investors overlook in emerging markets. ► What most...
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Why Tax Benefits Shouldn’t Drive Your Investment Decisions with Adam Cmejla (EP.215)
The Long Term Investor
See exactly how I invest my own money. I break down my asset allocation, cash reserves, and why I keep my portfolio simple. . ----- I recently joined the 20/20 Money podcast to explore Opportunity Zones—investment vehicles known for their attractive tax benefits, but often misunderstood risks. As we dissect several real-world scenarios, I share a concept from my upcoming book, The Perfect Portfolio, that offers listeners a practical tool to evaluate any tax-driven investment decision. Listen now to learn: ► How Opportunity Zones work—and why their tax benefits come with...
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The Wealth Ladder: How Income, Spending, and Happiness Are Connected With Nick Maggiulli (EP.214)
The Long Term Investor
Most financial mistakes happen because people don’t see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay informed. . ----- In this episode, Nick Maggiulli, author of the acclaimed finance blog Of Dollars and Data, joins me to unpack his groundbreaking new book, The Wealth Ladder. We dive into fresh insights on how your financial strategy should evolve as you climb from one wealth level to the next. Nick reveals eye-opening rules and practical frameworks to help you spend, save, and invest smarter, no matter your current financial position....
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Why Is the U.S. Dollar Declining—and What Does It Mean for Investors? (EP.213)
The Long Term Investor
----- In this episode, we explore one of 2025’s most surprising financial trends: the significant decline of the U.S. dollar and the remarkable outperformance of international equities. Join host Peter Lazaroff as he breaks down exactly why the dollar weakened, how currency fluctuations directly impact your investment returns, and what this means for your long-term investment strategy. Listen now and learn: ►Understand how currency movements impact your portfolio ► Learn why analyst predictions about the dollar missed the mark ► Discover the economic trends influencing...
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2025 Midyear Market Update: Navigating Volatility, Tariffs, and Global Opportunities (EP.212)
The Long Term Investor
Access my recorded quarterly webinar by . Get an inside look at what’s shaping my thinking, plus see what I’ve been reading about investing and financial planning. ----- In this midyear update, Peter reviews the key trends shaping markets, politics, and the global economy in 2025. He covers market volatility sparked by tariff announcements, explains why international stocks are leading the charge this year, and provides a deep dive into opportunities within corporate and municipal bond markets. Listen to learn: ► Why U.S. markets experienced dramatic swings—and what it...
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What can the past teach us about today’s ever-changing, volatile market?
In this episode, Peter shares five timeless investing lessons drawn from market history—insights that are just as relevant today as ever. Adapted from a chapter in his upcoming book, The Perfect Portfolio, these lessons offer a clear, grounded perspective to help investors navigate uncertainty with greater confidence.
Listen now and learn:
► Why market cycles of boom and bust repeat (and how to recognize them)
► What history teaches us about chasing overpriced assets
► Why short-term volatility is the cost of long-term growth
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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