Sound Investing

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Ben Carlson and Paul Merriman on Full Disclosure

June 24, 2026

Paul Merriman joins host Roben Farzad on Full Disclosure for a rare conversation alongside Ben Carlson, director of institutional asset management at Ritholtz Wealth and author of the new book Risk and Reward: How to Handle Market Volatility and Build Long-Term Wealth. Roben called it a “truth teller tandem” — the first time these two have sat down together — and the result is an hour of warm, candid, data-grounded talk about how individual investors can actually succeed.The conversation open...

Evidence-Based Investing, Index Funds & Staying the Course

June 17, 2026

I recently sat down with Steve Chen on his Boldin Your Money podcast for a wide-ranging conversation about evidence-based investing — and why it matters more than ever in a world of speculation, hype, and constant financial noise. We covered my early days as a stockbroker in the 1960s, the psychology that trips investors up in downturns, how low-cost index funds transformed personal finance, factor investing and small-cap value, and why younger investors are being pulled toward gambling-like ...

Paul & Chris Tackle 10 of your Investing Questions

June 10, 2026

Paul and Chris answer 10 listener questions in one hour — covering asset allocation, investor behavior, funds, indexes, and fund management. They also dig into Daryl Bahls' hot-off-the-press alternative portfolio analysis.CHAPTERS00:00 — Intro01:11 — Funds vs. their indexes06:04 — Which asset can I drop?10:50 — Buy and hold for a lifetime?16:04 — Tracking errors20:24 — How many years to trust a strategy?27:05 — The impact of 10% cash28:18 — What's a "good enough" return?31:5...