Peter Lazaroff on The Perfect Portfolio

John Luskin, your host here for the 98th Bogleheads on Investing podcast. We're going to try something new for this episode and jump right into the interview. Stick around to the end for important announcements and my final thoughts. Peter Lazarov, chief investment officer over at an investment shop that oversees billions in assets, why write a book about the perfect portfolio? Well, John, you know

It's one thing to manage, uh, I guess, over $10 billion for clients at this point across the country. It's another when you're trying to educate the masses. I host a podcast called The Long Term Investor. You can go to the longterminvestor.com to learn more about that. But one of the things I've learned over the years is that there is

so much information that if you need a resource to try to have like instill all of the best advice from the investing classics and incorporate stuff like behavioral finance, incorporate things that didn't exist when investment classics were written. It's hard to just give somebody one book. I feel like all the time people are like, Peter, what is a book I should read that would, you know, get me a little more educated, better understand your philosophy? And I feel like I have to give them six or seven different books. Here I could try to do something that's approachable, that uses more modern examples and, you know, is not 400 pages long and just kind of hits those high points and maybe makes you think about things that differently or learn something new, even if you've been a student of the market for a long time.

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