Interesting stuff. Charles reflects at length on the lessons of the Morningstar conference and the fund families he found most compelling. Ed gets pretty specific about advice for long-term investors. We talk a bit about the new Zeo and Cannabis funds; update you on INDEX, the S&P 500 equal weight index fund that shouldn't be able to outperform its cheaper competitor, but does; and a talk with Paul Privitera about an active ETF that balances bank loans and high-yield bonds.
Chip and I are about to head out for 11 days in the west of Ireland. The travel arrangements are ugly but the country's beautiful. Charles will watch over things while we're gone. Please don't give him a headache.