Roger Ibbotson and Larry Siegel, two legends in investment research, join Gregg S. Fisher for a special episode of THE Q FACTOR. Roger Ibbotson is one of the people who changed how we think about investing with his landmark 1976 study with Rex Sinquefield, Stocks, Bonds, Bills, and Inflation.

There was a time when nobody could answer the question “What had investors actually earned in the stock market?” Ibbotson and Sinquefield charted nearly half a century of data in a way no one had before, showing how stocks, bonds and Treasury bills had performed over time and how each had fared against inflation. That chart influenced an entire generation of investors, Fisher among them.

In his new book, Exponential Wealth: Centuries of Stock and Bond Returns, Ibbotson revisits that original study with 50 more years of data. On “The Chart That Changed Investing,” Gregg sits down with Roger and the book’s executive editor, Larry Siegel, a Senior Advisor to Quent Capital.

They discuss the discovery that changed modern finance, why indexing works, what the last hundred years can and can’t tell us about the next 25 years, and why knowing the right investment strategy and actually executing it are two different things.

---

The Q-Factor Podcasts may contain a discussion of, and/or provide access to, the Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company), will be profitable or equal any historical performance level(s). For full disclosures, please go to our Disclosure page.