Episode 405: Timothy Edwards - Inside S&P DJ Indices

This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from two Canadians. We're hosted by me, Benjamin Felix, Chief Investment Officer, and Cameron Passmore, Chief Executive Officer at PWL Capital. Welcome to episode 405. Incredible number, 405. And today's episode, Ben, is all about the Spiva report and so many listeners.

know exactly what we're talking about when we say the Spiva report, but this report has been, it's kind of the iconic report. It's been kicking around the industry for so long, especially for people interested in the benefits of indexing. And I can tell you, this is a report that I think back to the report's what, 25 years old now? The SPIVA report was such an influential part of our thinking way back when we really embraced the benefits of indexing. So today we got a chance to talk with Tim Edwards, who is the managing director of Index Investment Strategy at S<unk>P Dow Jones Indices about the SPIVA, which is standard and poorer's indexing versus active scorecard.

Really cool conversation about something that's been part of the discussion literally for 25 years. The first segment of the episode is about the Speaver report, but then we get into some pretty interesting topics about whether indices and therefore index funds time the market. We basically asked about Marco Salmon's research. Had a neat discussion there. We talked about the potential large private company IPOs and how that will affect indices.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (64 minutes, 11,478 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.