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

A Wealth of Common Sense

FEBRUARY 20, 2023

Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses.

Investing 108

Investing Investments Portfolio Management Portfolio 108

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 Investments Investing 102

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. We discuss the launch of Cutter Capital and how he managed to combine a love for genetics and business into a successful career. He also received a Ph.D.

Investing 147

Investing Investments Pharmaceutical Portfolio Management 147

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

The Big Picture

AUGUST 12, 2023

This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. 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.

Management 245

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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

A Wealth of Common Sense

APRIL 17, 2023

Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors.

Portfolio Management 115

Portfolio Management Accounting Portfolio Management 115

Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

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

The Big Picture

MARCH 1, 2024

He also serves as chairman of Magnetar’s investment committee and as a member of its management committee. Prior to joining Citadel, he focused on convertible securities, merger arbitrage and special situations portfolios at Koch Industries Inc. They manage $16.8

Portfolio Management 182

Portfolio Management Management Portfolio Investments 182

A Wealth of Common Sense

AUGUST 26, 2024

Today’s Talk Your Book is sponsored by Calamos Investments: On today’s show, we spoke with Brandon Nelson, Senior Portfolio Manager for Calamos to discuss investing in the small-cap space.

Portfolio Management 102

Portfolio Management Portfolio Assets Investments 102

The Big Picture

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss several of the new ETFs the firm has launched that are different than the typical ETF or mutual fund A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Asset Allocation 189

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The Irrelevant Investor

FEBRUARY 25, 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. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

Asset Allocation 72

Asset Allocation Investing Investments Portfolio Management 72

A Wealth of Common Sense

JANUARY 16, 2023

On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck See here for more information and FAQs on the Fallen Angel ETF On today’s show, we discuss: How the fallen angel idea came about How the risk of default calculations work What happens to a bond when it transitions from investment grade to (..)

Investing 98

Investing Investments Portfolio Management Portfolio 98

A Wealth of Common Sense

AUGUST 7, 2023

Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund.

Portfolio 98

Portfolio Portfolio Management Management Investments 98

A Wealth of Common Sense

AUGUST 14, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

Portfolio Management 98

Portfolio Management Valuation Portfolio Investing 98

The Big Picture

AUGUST 9, 2024

Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

A Wealth of Common Sense

NOVEMBER 28, 2022

Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for disclosure information On today’s show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss covered call strategies in today’s (..)

Portfolio Management 98

Portfolio Management Accounting Portfolio Management 98

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

The Irrelevant Investor

FEBRUARY 19, 2023

Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses.

Investing 73

Investing Investments Portfolio Management Portfolio 73

The Irrelevant Investor

JANUARY 15, 2023

The post Talk Your Book: Investing in Fallen Angels appeared first on The Irrelevant Investor.

Investing 75

Investing Investments Portfolio Management Portfolio 75

Abnormal Returns

SEPTEMBER 9, 2022

(newcomer.co) Finance Frederick Geischen talks learning and mindset with Alix Pasquet III who is the Managing Partner and portfolio manager at hedge fund Prime Macaya. neckar.substack.com) Christine Benz and Jeff Ptak talk with Sarah Ketterer, CEO of Causeway Capital Management, about value investing.

Startup 196

Startup Portfolio Management Management Portfolio 196

The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

The Irrelevant Investor

APRIL 16, 2023

Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors.

Portfolio Management 83

Portfolio Management Accounting Portfolio Management 83

The Big Picture

JANUARY 26, 2024

This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. She wants Betterment to be the Millenial and Gen Z brand in wealth management the same way Schwab and Fidelity were to her parent’s generation.

Wealth Management 173

Wealth Management Media Portfolio Management Retail 173

The Big Picture

DECEMBER 9, 2023

 This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. He observes that when you make investing mistakes, “ You’ve got to be cruel to yourself so you don’t do it again.”

Management 195

Management Portfolio Management Investments Investing 195

The Irrelevant Investor

AUGUST 6, 2023

Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund. The post Talk Your Book: Compounding with Concentrated Portfolios appeared first on The Irrelevant Investor.

Portfolio 79

Portfolio Portfolio Management Management Investments 79

The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

Portfolio Management 182

Portfolio Management Management Assets Portfolio 182

The Big Picture

DECEMBER 16, 2023

This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners. They now manage $7 billion in assets. Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

Portfolio Management 173

Portfolio Management Portfolio Assets Management 173

The Big Picture

FEBRUARY 16, 2024

A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. Be sure to check out our Masters in Business next week with Andrew Slimmon , Managing Director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team.

Banking 162

Banking Wealth Management Portfolio Management Management 162

The Irrelevant Investor

NOVEMBER 27, 2022

The post Talk Your Book: The Buy-Write Strategy appeared first on The Irrelevant Investor.

Portfolio Management 74

Portfolio Management Accounting Portfolio Management 74

The Irrelevant Investor

AUGUST 13, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies. The post Talk Your Book: Large Cap Alpha appeared first on The Irrelevant Investor.

Portfolio Management 70

Portfolio Management Valuation Portfolio Investing 70

Abnormal Returns

NOVEMBER 15, 2024

(capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments. ritholtz.com) Writing Tyler Cowen talks with novelist Neal Stephenson author of the new book "Polostan." fs.blog) Dan Lefkovitz and Christine Benz talk muni bonds with Jim Murphy and Charlie Hill of T.

Portfolio 148

Portfolio Portfolio Management Management Investing 148

The Big Picture

JULY 8, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. The day Tesla was added to the S&P 500, it became a much riskier investment based on volatility and concentration.

Portfolio Management 173

Portfolio Management Management Distribution Portfolio 173

The Big Picture

JULY 18, 2023

One opens his books. Once the largest actively managed ETF with nearly $30 billion in assets under management, the fund has shrunk to roughly $9 billion, mostly due to investment losses.” Curbed ) see also The office is dead. I became one.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

The Irrelevant Investor

DECEMBER 3, 2018

Today's Animal Spirits Talk Your Book is presented by Graniteshares Topics discussed Boom and bust nature of commodities What is the role of commodities in a portfolio -- manage risk or price appreciation? Why would commodities add a risk management component to a typical portfolio?

Investing 52

Investing Investments Portfolio Management Risk Management 52