Vanguard, every mention
14 scenes (2022), the whole family · ← back to Vanguard
tap a year for its mentions
every year 2022 anyone Ted Seides 191Rodney Comegys 13Fran Kinniry 13Charlie Ellis 10Ryan Lovell 8Josh Brown 6Patrick O'Shaughnessy 5Scott Malpass 4Brett Barakett 4Ashvin Chhabra 3
Verbatim, from the transcripts: the passages where Vanguard comes up
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
- ▶ 4:20 Ted Seides At the tender age of 85, Charlie's published two books this year, Figuring It Out, an annotated compilation of some of his best investment writing over 50 years, and Inside Vanguard, a history of the index juggernaut. 2 times in the scene
- ▶ 7:22 Ted Seides So your work the last couple of years has focused on some of the best firms in different areas, certainly in investment management and the books you've written on Vanguard and Capital, Goldman Sachs, and then studying other top…
- ▶ 32:13 Ted Seides The last couple of times you came on the show talking a lot about indexing and we touched on Vanguard, but now we have your latest book inside Vanguard that just tells this wonderful story in much more detail than I think most people… 2 times in the scene
- ▶ 35:54 Ted Seides So if you think today about what Wellington became, multi-trillion dollar asset manager, what Vanguard became, it's hard to think back to that time when this split happened and Jack goes and starts this thing called Vanguard, this… 7 times in the scene
- ▶ 41:41 Ted Seides How did Vanguard come back to Wellington to have what's today a very symbiotic relationship? 6 times in the scene
- ▶ 45:56 Ted Seides What are some of the ways under Jack Brennan that Vanguard was able to run its organization so effectively such that it really became the dominant market player in this index fund business? 3 times in the scene
- ▶ 48:09 Charlie Ellis BlackRock, of course, has built its business primarily through acquisition, and Vanguard has done no acquisitions, just organic growth. 10 times in the scene
- ▶ 52:17 Ted Seides With that buying power at one basis point, which I'm guessing is something like nine hundred million dollars a year, I mean, certainly haven't heard of mega acquisitions that they've done over the years, so how have they chosen to spend… 10 times in the scene
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- ▶ 44:56 Sachin Khajuria The passive investment guys, a lot of them do a great job, BlackRock, and so on, Fidelity, Vanguard, whatever.
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
- ▶ 46:46 Paul Enright Now Fidelity still owns a lot of the company, but the companies are bigger and Vanguard has taken a lot of shares. 2 times in the scene
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 39:00 Ashvin Chhabra The fees are high, the fees are asymmetric, the LPGP risks are different, and I think we should explore different models, and I think Vanguard 2 times in the scene
- ▶ 47:17 Ashvin Chhabra He's competing with Vanguard.
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 45:38 Ben Forman I mean, if you think about the financial system, Vanguard, Fidelity, BlackRock, State Street,
Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
- ▶ 9:11 Greg Dowling So Vanguard just came along in the seventies, and even though it existed, it wasn't really adapted.