Abnormal Returns

FEBRUARY 18, 2024

abnormalreturns.com) There is no holy grail in investing. abnormalreturns.com) Top clicks this week A look at five new finance books including "The Trading Game" by Gary Stevenson. apolloacademy.com) Do you really need a separate allocation to real estate in your portfolio? axios.com) Why you should diversify internationally.

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Retirement Portfolio Investments Investing 294

The Big Picture

NOVEMBER 15, 2024

His book “ Behavioral Game Theory: Experiments in Strategic Interaction ” is credited with creating a new field of study within BeFi. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. He is also the host of the popular quantitative investing podcast Flirting with Models.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

The Big Picture

JUNE 24, 2023

This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years.

Investing 217

Investing Investments Recruitment Math 217

The Big Picture

APRIL 8, 2023

He has also written several books on corporate finance and equity valuation and has published widely in journals. His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. He received his MBA and Ph.D. from the University of California at Los Angeles.

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Valuation Insurance Numbers Portfolio Management 306

Abnormal Returns

NOVEMBER 15, 2024

(podcasts.apple.com) Pierre Daillie and Adam Butler talk with Larry Swedroe about the importance of building resilient and hyper-diversified portfolios. capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments.

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Portfolio Portfolio Management Management Investing 148

The Big Picture

DECEMBER 19, 2024

The Spirit of Investment hovered over the trading floor. ” The Investor, tempted, took his portfolio and bought on margin. But soon, volatility struck, and the portfolio was wiped out in a great Crash. The post The Book of Genesis: Wall Street Edition appeared first on The Big Picture.

Startup 130

Startup Portfolio Marketing Marketing 130

Abnormal Returns

MARCH 14, 2024

Books An excerpt from Abigail Shrier’s new book, “Bad Therapy: Why the Kids Aren’t Growing Up.” gq.com) Investing Fermat Capital Management owns the world's largest portfolio catastrophe bonds. bloomberg.com) Investment factors are a big business. So the models (and data) used matter.

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Retirement Portfolio Investments Investing 265

Abnormal Returns

NOVEMBER 29, 2023

Podcasts Christine Benz and Jeff Ptak talk with Tiffany Aliche, author of the new book "Made Whole: The Practical Guide to Reaching Your Financial Goals." cnbc.com) A Q&A with Morgan Housel author of the new book, "Same as Ever: A Guide To What Never Changes." humbledollar.com) Investing When you invest is more important than how.

Retirement 279

Retirement Retirement Planning Budgeting Portfolio 279

The Big Picture

JANUARY 14, 2023

This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. She explains why so much of ESG portfolio is misguided — instead of focusing on driving good outcomes, some ESG proponents are more concerned with negative screening. VOTE invests in a portfolio of the 500 largest U.S.

Engineering 277

Engineering Financial Services Portfolio Accounting 277

A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 102

Asset Allocation Portfolio Management Investing Investments 102

A Wealth of Common Sense

APRIL 29, 2024

Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors.

Portfolio 104

Portfolio Investments Investing Marketing 104

The Big Picture

OCTOBER 24, 2024

Probability Distribution of the next decade in S&P 500 returns (according to GS) Source: Goldman Sachs Investment Research My colleague Ben Carlson buried the lede when he did an examination of all rolling 10-year periods going back to 1925. its the 75th anniversary of the book’s initial release.) stocks returning 7.8%

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Distribution Economics Portfolio Economy 326

Abnormal Returns

JUNE 2, 2023

(bloomberg.com) Christine Benz and Jeff Ptak talk with Joel Tillinghast about his biggest investing mistake, the implications of AI for portfolio management, and how private equity affects investors in public securities. podcasts.apple.com) Frederick Geischen talks with Jared Dillian about his new book "Those Bastards."

Portfolio Management 278

Portfolio Management Management Numbers Portfolio 278

Abnormal Returns

JANUARY 1, 2023

crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins. rock-wealth.co.uk) 35 ideas from 2022 including 'Long term investing is hard.' humbledollar.com) Three ways to simplify your portfolio in 2023. abnormalreturns.com) Top clicks this week Here is Eddy's 2023 Buy List.

Financial Market 279

Financial Market Portfolio Investments Investing 279

Abnormal Returns

JUNE 16, 2023

defector.com) What the 'If Books Could Kill' podcast tells us about culture and the books business. theinvestorspodcast.com) Corey Hoffstein talks with Michele Aghassi, principal at AQR Capital Management, about portfolio optimization and factor investing. The biz Pew Research on the state of podcasting in the U.S.

Portfolio Management 245

Portfolio Management Portfolio Management Investments 245

Abnormal Returns

MARCH 15, 2024

freakonomics.com) Innovation Cameron Passmore and Justin Carbonneau talk with Adam Alter, whose new book "Anatomy of a Breakthrough: How to Get Unstuck When It Matters Most." podcasts.apple.com) Finance Patrick O'Shaughnessy talks with Anne-Marie Peterson who is an equity portfolio manager at Capital Group.

Portfolio Management 264

Portfolio Management Portfolio Clients Investments 264

The Big Picture

AUGUST 12, 2023

His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Management 245

Management Portfolio Management Portfolio Assets 245

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 306

Assets Management Asset Allocation Risk Management 306

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." investmentnews.com) Advisers Why private equity hasn't tired of investing in wealth management firms yet.

Wealth Management 263

Wealth Management Retirement Communication Investment Planning 263

Abnormal Returns

JULY 19, 2023

Podcasts Peter Lazaroff talks with Jill Schlesinger about her latest book "The Great Money Reset." peterlazaroff.com) Tim Ranzetta talks with Jonathan Clements, editor of the new book "My Money Journey, How 30 People Found Financial Freedom And You Can Too." flowfp.com) Paying off debt AND investing are both good things.

Financial Counseling 49

Financial Counseling Retirement Financial Advice Portfolio 49

The Big Picture

JULY 3, 2024

At The Money: Changing Your Behavior For Better Investing (July 3, 2024) If you could change only one thing that would help your investing, what would it be? When it comes to investing, we are our own worst enemies. As it turns out, when it comes to investing, we are our own worst enemies. Your own behavior. The answer.

Investing 162

Investing Investments Portfolio Assets 162

The Big Picture

OCTOBER 4, 2024

Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. He explains how he learned market-neutral sector-specific investing at Millenial and Citadel. he generates idiosyncratic investments in the pharmaceutical and biotech space.

Investing 147

Investing Investments Pharmaceutical Portfolio Management 147

Abnormal Returns

DECEMBER 29, 2023

(ritholtz.com) Corey Hoffstein talks with Nick Baltas, Managing Director at Goldman Sachs about building multi-strategy portfolios. Scott Cederburg about re-thinking lifecycle investing theory. podcasts.apple.com) Conan O'Brien talks with comedia Gary Gulman about his new book "Misfit: Growing Up Awkward in the '80s."

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Portfolio Management Investments Investing 264

A Wealth of Common Sense

OCTOBER 30, 2023

Today’s Talk Your Book is brought to you by KraneShares: Today we are joined by Brendan Ahern, CIO of Kraneshares to discuss their new Global Luxury Index ETF $KLXY On today’s show, we discuss: The creation of the Luxury ETF Luxury spending dynamics and recessions Getting exposure to China through European companies Demographic trends and (..)

Investing 104

Investing Investments Portfolio 104

Abnormal Returns

AUGUST 23, 2024

(techcrunch.com) David Zhou talks with Lisa Cawley, who is the Managing Director of Screendoor, about investing in VC GPs. cupofzhou.com) Finance Barry Ritholtz talks with Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Aswath Damodaran to discuss his new book, "The Corporate Life Cycle."

Medicine 278

Medicine Startup Portfolio Investments 278

Abnormal Returns

JULY 24, 2024

humansvsretirement.com) Barry Ritholtz talks impact investing with Soraya Darab of TMV. bnnbloomberg.ca) Investing How much equity risk can you really take? whitecoatinvestor.com) How simple is too simple when it comes to a portfolio? humbledollar.com) Investing in real estate is not for everyone. signaturefd-3437664.hs-sites.com)

Retirement 277

Retirement Financial Advising Financial Planning Portfolio 277

Abnormal Returns

JULY 17, 2024

Podcasts Barry Ritholtz talks with Brian Portnoy about why investing is so hard. apolloacademy.com) Investing Balanced portfolios always come with regrets. forbes.com) Can you really invest too much in health? ritholtz.com) Benjamin Felix and Cameron Passmore on when its time to hire a financial advisor.

Retirement 261

Retirement Financial Advisor Financial Planning Portfolio 261

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

Investing 162

Investing Investments Portfolio Valuation 162

Abnormal Returns

JULY 30, 2023

(capitalgains.thediff.co) Why you should keep in mind the 'return on hassle' when it comes to your investments. ofdollarsanddata.com) Why people underperform their own investments. ritholtz.com) An excerpt from William Bernstein's new book "The Four Pillars of Investing." humbledollar.com) Has sentiment already peaked?

Insurance 246

Insurance Retail Portfolio Investments 246

A Wealth of Common Sense

SEPTEMBER 16, 2024

Today’s Talk Your Book is sponsored by Victory Capital: On today’s show, we spoke with Michael Mack of Victory Capital to discuss their small cap and large cap free cash flow strategies.

Investing 100

Investing Investments Valuation Portfolio 100

The Big Picture

OCTOBER 28, 2023

This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style. billion in 166 diversified investments. trillion in client assets.

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Management Investing Investments Portfolio 147

The Big Picture

JANUARY 3, 2024

At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.

Investing 195

Investing Investments Assets Numbers 195

A Wealth of Common Sense

JUNE 10, 2024

Today’s Talk Your Book is sponsored by Franklin Templeton On today’s show, we spoke with Chris Floyd, VP and Portfolio Manager for Franklin Templeton Investment Solutions to discuss the Franklin US Low Volatility High Dividend Index ETF On today’s show, we discuss: How rates affect dividend payers Fund-specific rules and objectives (..)

Portfolio Management 111

Portfolio Management Portfolio Management Investments 111

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Abnormal Returns

JANUARY 4, 2023

Retirement Why you need a diversified life portfolio in retirement. kindnessfp.com) Personal finance Early in your life savings far outweighs investing. evidenceinvestor.com) Why you should think about 'investing' your time instead of 'spending' it. wsj.com) Why you want to have options in retirement. obliviousinvestor.com).

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Certification Startup Retirement Portfolio 243

The Big Picture

AUGUST 26, 2022

As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets. Registered Investment Advisors (RIAs) have pulled trillions of dollars away from the Sell-side and into a much more investor-friendly way of doing business.

Accounting 353

Accounting Government Assets Management 353

A Wealth of Common Sense

JULY 9, 2024

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital’s Credit Opportunities Strategy to discuss investing in high-yield credit.

Portfolio Management 108

Portfolio Management Portfolio Marketing Marketing 108