All episodes of Bogleheads On Investing Podcast

Bogleheads On Investing Podcast · 2025-11-28 · 61 min · 10,183 words

Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player

Welcome to Vogelheads on Investing, episode number 88. We'll be speaking with Ante Ilmanin, a principal and global co-head of portfolio solutions at AQR. We'll be discussing Ante's new series of papers titled, How do investors form long run return expectations. Hi everyone, my name is Rick Ferry and I am the co-host of Mogle Heads on Investing.

John Luskin is the other host. And we are now switching back and forth, bringing you a greater variety of topics and guests. This episode, as with all episodes, is brought to you by the John C. Bogle Center for Financial Literacy, a nonprofit organization that is building a world of well-informed, capable, and empowered investors. Visit the Bogle Center at Boglecenter.net where you will find a treasure drove of information, including transcripts of these podcasts.

Before we begin, I have one announcement. The Boglehead conference last month in October in San Antonio was a huge success. I don't know how it gets better and better every year, but it it does. We had fabulous speakers, great sessions, we had record crowds, more than we thought we were going to attend. And this just keeps getting better.

That is the first couple of minutes. The rest is $1.49.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (61 minutes, 10,183 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 5 episodes for $3.49, and monthly plans are cheaper still.

get it now

Ready in under two minutes.

credits never expire

Packs go up to 1,000 episodes. Need more? Email contact@podmenti.com and we will make you one.

One episode is up to 4 hours of audio; a longer one counts as one more for every started 4 hours. Secure checkout by Stripe. Paying once needs no account: we create one from your email. By paying you agree to the terms.