Elm News

Elm Article in Bloomberg Magazine

February 16, 2024 — By Victor Haghani and James White [note]This not is not an offer or solicitation to invest, nor should this be construed in any way as tax advice. Past returns are not indicative of future performance.[/note] There are a number of ways an investment can go south, but getting the size of a trade wrong can convert even a good trade into a bad bet. That's the subject of our new article, "The Big Investment Mistake,"

Elm News

July 2023 Investor Call Q&A with Victor & James

August 1, 2023 — By Victor Haghani and James White Thank you to all our Elm investors who joined us for our mid-year call. If you'd like to watch or listen to the full recordings, you can find them here: Elm Investor Calls James White: So, we wanted to start with a quick review of the first half of the year. This is the asset allocation of the first half of the year, where the blue colors are fixed

Elm News

John Y. Campbell on The Rational Reminder Podcast

June 21, 2023 — Read, listen or watch one of the best podcasts we've found for long-term investors: the Rational Reminder with guest John Y. Campbell.

Elm News

Victor on the 'What Happens Next' podcast: "How Should I Invest My Money?"

March 30, 2023 — Victor was recently a guest on Larry Bernstein's What Happens Next in 6 Minutes podcast along with their friend and colleague, Myron Scholes.

Elm News

July 2022 Investor Call Q&A with Victor & James

July 25, 2022 — Thank you to all our Elm investors who joined us for our mid-year call!

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Press & Media

article

February 2024 — Bloomberg article

Elm Article in Bloomberg Magazine

Bloomberg

article

January 2024 — Pittsburgh Post-Gazette article

Who are 'The Missing Billionaires,' and what can we learn from them?

Pittsburgh Post-Gazette

article

December 2023 — Buckrail article

Local finance author had lightbulb moment on Wilson bike path

Buckrail

Video

December 2023 — CFA Society San Francisco Video

How to Not Lose a Fortune – with Victor Haghani & Ken Frier

CFA Society San Francisco

article Featured

December 2023 — The Capital Spectator article Featured

Missing Billionaires Review: A New Book Takes A Deep Dive At Solving The Portfolio Problem

The Capital Spectator

podcast

November 2023 — Bogleheads On Investing podcast

Victor Haghani and James White, ”The Missing Billionaires”

Bogleheads On Investing

podcast

November 2023 — Real Assets Adviser podcast

Author Spotlight: The Missing Billionaires

Real Assets Adviser

podcast

November 2023 — Money Life with Chuck Jaffe podcast

In Today's Rocky Markets, Cash is an Asset-Allocation Choice

Money Life with Chuck Jaffe

Video

October 2023 — Barbara Friedberg Video

The Missing Billionaires and Investing Strategies – with Victor Haghani

Barbara Friedberg

Video

October 2023 — The Investing Show Video

The Importance of Keeping It Simple – with Victor Haghani

The Investing Show

article

September 2023 — Financial Times article

My Experience With LTCM Points to a Key Lesson for Investors

Financial Times

article

September 2023 — The Economist article

Buttonwood – Size Matters

The Economist

Video

September 2023 — Bloomberg Video

Assessing the Expected Return and Risk of Major Asset Classes in September 2023

Bloomberg

podcast

September 2023 — Rational Reminder podcast

What Happened to All the Billionaires? – with Victor Haghani and James White

Rational Reminder

podcast

January 2023 — What Happens Next in Six Minutes podcast

How Should I Invest My Money – with Victor Haghani

What Happens Next in Six Minutes

podcast Video

January 2023 — Portfolio Management Research podcast Video

Victor Haghani in Conversation with Frank Fabozzi

Portfolio Management Research

podcast

December 2022 — What Goes Up, Bloomberg Podcasts podcast

SBF's Love of Risk – with Victor Haghani

What Goes Up, Bloomberg Podcasts

Video

November 2022 — Yale University Video

Victor Haghani on Financial Decision-Making

Yale University

Award

September 2022 — WM Industry Awards Award

Elm Wealth Nominated for the Wealthies Awards

WM Industry Awards

Video

June 2022 — YouTube Video

Talking Investing Strategy and Barbera Friedberg

YouTube

podcast

April 2022 — Money Tree Investing podcast

Investment Decision-Making Made Easy with Victor Haghani

Money Tree Investing

podcast

October 2021 — Alpha Exchange podcast

Investment Conversation – with Victor Haghani

Alpha Exchange

Featured podcast

May 2021 — Trillions, Bloomberg Podcasts Featured podcast

From LTCM to ETFs: Victor Haghani’s Long Road to Index Investing

Trillions, Bloomberg Podcasts

article Award

March 2021 — The Journal of Portfolio Management article Award

Elm Wins Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article

The Journal of Portfolio Management

Video

February 2021 — Patrick Boyle on Finance Video

From LTCM to Elm Wealth – with Victor Haghani

Patrick Boyle on Finance

article

January 2020 — The Journal of Portfolio Management article

Smart Beta: The Good, the Bad, and the Muddy

The Journal of Portfolio Management

podcast

May 2020 — Speaking to Legends podcast

Why No One Should Get Rich Twice

Speaking to Legends

Featured Video

November 2019 — Bloomberg Television Featured Video

How Negative Rates Impact Long-Term Bonds

Bloomberg Television

podcast

May 2018 — CEO Money, iHeart Radio podcast

Victor Haghani in Conversation with Michael Yorba

CEO Money, iHeart Radio

Video

March 2018 — The Evidence-Based Investor Video

Sensible Investing in a Nutshell with Victor Haghani

The Evidence-Based Investor

article Award Featured podcast Video

November 2017 — The Wall Street Journal article Award Featured podcast Video

A Former LTCM Partner Embraces Indexing, and Says You Should Too

The Wall Street Journal

podcast

June 2017 — Chat with Traders podcast

Lessons from a Biased Coin Flip Experiment

Chat with Traders

article Featured

May 2017 — Financial Times article Featured

Ex-LTCM Trader Converts to Passive Investing

Financial Times

Video

May 2017 — RealVisionTV Video

In Conversation with Raoul Pal

RealVisionTV

Featured Video

January 2017 — TEDx Featured Video

“Quitting is for Winners” – with Victor Haghani

TEDx

podcast

December 2016 — Odd Lots, Bloomberg Podcasts podcast

Ignore Investing’s Mathematical Underpinnings at Your Peril

Odd Lots, Bloomberg Podcasts

Video

October 2016 — Bloomberg Television Video

Active Index Investing: A contradiction in terms?

Bloomberg Television

podcast

December 2015 — Working Capital Review podcast

In Conversation with Chris Riback

Working Capital Review

Featured Video

March 2013 — TEDx Featured Video

“Where Are All the Billionaires?” – with Victor Haghani

TEDx

article

February 2024 — Bloomberg article

Elm Article in Bloomberg Magazine

Bloomberg

article

January 2024 — Pittsburgh Post-Gazette article

Who are 'The Missing Billionaires,' and what can we learn from them?

Pittsburgh Post-Gazette

article

December 2023 — Buckrail article

Local finance author had lightbulb moment on Wilson bike path

Buckrail

article Featured

December 2023 — The Capital Spectator article Featured

Missing Billionaires Review: A New Book Takes A Deep Dive At Solving The Portfolio Problem

The Capital Spectator

article

September 2023 — Financial Times article

My Experience With LTCM Points to a Key Lesson for Investors

Financial Times

article

September 2023 — The Economist article

Buttonwood – Size Matters

The Economist

article Award

March 2021 — The Journal of Portfolio Management article Award

Elm Wins Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article

The Journal of Portfolio Management

article

January 2020 — The Journal of Portfolio Management article

Smart Beta: The Good, the Bad, and the Muddy

The Journal of Portfolio Management

article Award Featured podcast Video

November 2017 — The Wall Street Journal article Award Featured podcast Video

A Former LTCM Partner Embraces Indexing, and Says You Should Too

The Wall Street Journal

article Featured

May 2017 — Financial Times article Featured

Ex-LTCM Trader Converts to Passive Investing

Financial Times

Award

September 2022 — WM Industry Awards Award

Elm Wealth Nominated for the Wealthies Awards

WM Industry Awards

article Award

March 2021 — The Journal of Portfolio Management article Award

Elm Wins Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article

The Journal of Portfolio Management

article Award Featured podcast Video

November 2017 — The Wall Street Journal article Award Featured podcast Video

A Former LTCM Partner Embraces Indexing, and Says You Should Too

The Wall Street Journal

podcast

November 2023 — Bogleheads On Investing podcast

Victor Haghani and James White, ”The Missing Billionaires”

Bogleheads On Investing

podcast

November 2023 — Real Assets Adviser podcast

Author Spotlight: The Missing Billionaires

Real Assets Adviser

podcast

November 2023 — Money Life with Chuck Jaffe podcast

In Today's Rocky Markets, Cash is an Asset-Allocation Choice

Money Life with Chuck Jaffe

podcast

September 2023 — Rational Reminder podcast

What Happened to All the Billionaires? – with Victor Haghani and James White

Rational Reminder

podcast

January 2023 — What Happens Next in Six Minutes podcast

How Should I Invest My Money – with Victor Haghani

What Happens Next in Six Minutes

podcast Video

January 2023 — Portfolio Management Research podcast Video

Victor Haghani in Conversation with Frank Fabozzi

Portfolio Management Research

podcast

December 2022 — What Goes Up, Bloomberg Podcasts podcast

SBF's Love of Risk – with Victor Haghani

What Goes Up, Bloomberg Podcasts

podcast

April 2022 — Money Tree Investing podcast

Investment Decision-Making Made Easy with Victor Haghani

Money Tree Investing

podcast

October 2021 — Alpha Exchange podcast

Investment Conversation – with Victor Haghani

Alpha Exchange

Featured podcast

May 2021 — Trillions, Bloomberg Podcasts Featured podcast

From LTCM to ETFs: Victor Haghani’s Long Road to Index Investing

Trillions, Bloomberg Podcasts

podcast

May 2020 — Speaking to Legends podcast

Why No One Should Get Rich Twice

Speaking to Legends

podcast

May 2018 — CEO Money, iHeart Radio podcast

Victor Haghani in Conversation with Michael Yorba

CEO Money, iHeart Radio

article Award Featured podcast Video

November 2017 — The Wall Street Journal article Award Featured podcast Video

A Former LTCM Partner Embraces Indexing, and Says You Should Too

The Wall Street Journal

podcast

June 2017 — Chat with Traders podcast

Lessons from a Biased Coin Flip Experiment

Chat with Traders

podcast

December 2016 — Odd Lots, Bloomberg Podcasts podcast

Ignore Investing’s Mathematical Underpinnings at Your Peril

Odd Lots, Bloomberg Podcasts

podcast

December 2015 — Working Capital Review podcast

In Conversation with Chris Riback

Working Capital Review

Video

December 2023 — CFA Society San Francisco Video

How to Not Lose a Fortune – with Victor Haghani & Ken Frier

CFA Society San Francisco

Video

October 2023 — Barbara Friedberg Video

The Missing Billionaires and Investing Strategies – with Victor Haghani

Barbara Friedberg

Video

October 2023 — The Investing Show Video

The Importance of Keeping It Simple – with Victor Haghani

The Investing Show

Video

September 2023 — Bloomberg Video

Assessing the Expected Return and Risk of Major Asset Classes in September 2023

Bloomberg

podcast Video

January 2023 — Portfolio Management Research podcast Video

Victor Haghani in Conversation with Frank Fabozzi

Portfolio Management Research

Video

November 2022 — Yale University Video

Victor Haghani on Financial Decision-Making

Yale University

Video

June 2022 — YouTube Video

Talking Investing Strategy and Barbera Friedberg

YouTube

Video

February 2021 — Patrick Boyle on Finance Video

From LTCM to Elm Wealth – with Victor Haghani

Patrick Boyle on Finance

Featured Video

November 2019 — Bloomberg Television Featured Video

How Negative Rates Impact Long-Term Bonds

Bloomberg Television

Video

March 2018 — The Evidence-Based Investor Video

Sensible Investing in a Nutshell with Victor Haghani

The Evidence-Based Investor

article Award Featured podcast Video

November 2017 — The Wall Street Journal article Award Featured podcast Video

A Former LTCM Partner Embraces Indexing, and Says You Should Too

The Wall Street Journal

Video

May 2017 — RealVisionTV Video

In Conversation with Raoul Pal

RealVisionTV

Featured Video

January 2017 — TEDx Featured Video

“Quitting is for Winners” – with Victor Haghani

TEDx

Video

October 2016 — Bloomberg Television Video

Active Index Investing: A contradiction in terms?

Bloomberg Television

Featured Video

March 2013 — TEDx Featured Video

“Where Are All the Billionaires?” – with Victor Haghani

TEDx

Media Inquiries

Elm Founder & CIO Victor Hagani, and Elm CEO James White are both available for expert commentary, features, Q&As, and select byline opportunities.

Inquire by email

media@elmwealth.com

inquire by phone

800.459.7591

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