The Big Picture

FEBRUARY 14, 2025

This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Previously, she spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. His new book is Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk.

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A Wealth of Common Sense

MARCH 3, 2025

Today’s Talk Your Book is brought to you by Halo Investing: See here for more information on Halo’s structured product suite On today’s show, we discuss: The difference between buffered ETFs and structured notes Understanding structured note investing Halo’s structured note SMAs Using structured notes as an insurance policy (..)

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The Big Picture

FEBRUARY 7, 2025

On this episode, we discuss his path through finance, his new book “ The 5 Types of Wealth ,” and what it truly takes to live a healthier, wealthier life. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments.

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Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. apolloacademy.com) Earlier on Abnormal Returns Adviser links: durable portfolios.

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A Wealth of Common Sense

MARCH 10, 2025

Today’s Talk Your Book is brought to you by Aptus Capital Advisors: See here for more information on the full suite of active ETFs and services provided by Aptus On today’s show, we discuss: Who Aptus is The profile of the typical advisor Aptus works with Why option strategies are getting popular How to replace traditional allocation with (..)

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Portfolio 52

The Big Picture

MARCH 20, 2025

I know, I know, I am torturing you with book stuff. “From the introduction right on through the final page, Ritholtz is clear that his book is designed to reduce mistakes your mistakes with money. Put another way, Ritholtz is fun.

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Abnormal Returns

NOVEMBER 29, 2024

abnormalreturns.com) Personal finance links: a boring portfolio. abnormalreturns.com) Mixed media NPR staff picks for the best books of 2024 including "The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World's Fastest-Growing Sport" by Joshua Robinson and Jonathan Clegg. Well, you should. newyorker.com)

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The Big Picture

MARCH 10, 2025

Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. His brilliant insights colored lots of themes in my book, and Denominator Blindness is a perfect example. Q :“ Your book discusses emotional decision-making extensively. Here is the full-length Q&A discussion.

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Abnormal Returns

DECEMBER 25, 2024

Podcasts Christine Benz talks with Daniel Crosby about his new book "The Soul of Wealth: 50 Reflections on Money and Meaning." morningstar.com) Investing Three easy ways to simplify your portfolio. morningstar.com) Robin Powell talks with Jonathan Clements about the importance of investor behavior.

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Abnormal Returns

JANUARY 5, 2025

riabiz.com) Portfolio simplicity keeps paying off. contessacapitaladvisors.com) 25 of the best nonfiction books of 2024 including "Supercommunicators: How to Unlock the Secret Language of Connection" by Charles Duhigg. (etf.com) 2025 is setting up to be a consequential year for the Vanguard Group.

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The Big Picture

JANUARY 10, 2025

Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading, and the firm’s first non-founding Partner. As a senior portfolio manager, he was in charge of over $15 billion in hedge fund assets. He was also Cliff Asness’ first hire at GSAM.

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Abnormal Returns

MARCH 31, 2024

(awealthofcommonsense.com) Which bonds prove as the best portfolio diversifier? wsj.com) Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. morningstar.com) The equity risk premium is skimpy at the moment. capitalspectator.com) What will it take for small caps to outperform?

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Abnormal Returns

MARCH 4, 2025

(rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. alphainacademia.substack.com) Some popular economics books to avoid including "Power and Progress," by Daron Acemoglu and Simon Johnson. mailchi.mp) Round-ups A round-up of recent white papers including 'A New Paradigm in Active Equity.'

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Abnormal Returns

DECEMBER 18, 2024

barrons.com) Don't let bad energy ruin your portfolio. meaningfulmoney.life) Personal finance The three best inflation hedges are a job, a 30-year home mortgage and a stock portfolio. awealthofcommonsense.com) Three insights from Daniel Crosby's new book "The Soul of Money." blairbellecurve.com) Learning is unlearning.

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The Big Picture

JANUARY 3, 2025

A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. Hurst was Cliff Asness first hire in the Quantitative Research Group at Goldman Sachs Asset Mgmt, where he built the portfolio management and trading technology for the Global Alpha Fund.

Portfolio Management 162

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The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution. You can find all of our earlier podcasts on your favorite platforms here.

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Abnormal Returns

DECEMBER 26, 2023

cnbc.com) A round-up of recent research on portfolio design including 'Outperforming Equal Weighting.' cato.org) Some of the best books of 2023 including "Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis" by Scott Patterson. Quant stuff You don't want your AI model to 'hallucinate' when analyzing SEC filings.

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A Wealth of Common Sense

DECEMBER 9, 2024

Today’s Talk Your Book is brought to you by Wasatch Global Investors See here for more information on the Wasatch Long/Short Alpha Fund On today’s show, we discuss: How the long/short portfolio is constructed Returns during bear and bull markets What stocks make a good short vs a good long How often the portfolio turns over Stock picking (..)

Portfolio 52

Portfolio Marketing Marketing 52

The Big Picture

JANUARY 14, 2023

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. 1 has approached portfolio companies to facilitate their taking advantage of changing trends, especially in these areas. Jennifer Grancio favorite books.

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The Big Picture

FEBRUARY 5, 2025

What percentage of your portfolio should be allocated? His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. If I recall, Greg Zuckerman’s book on Jim Simons. Barry Ritholtz : You said something in your book that resonated with me. Are all answered in our conversation.

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Taxes Portfolio Management Investing 147

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." economist.com) How to maintain a minimalist portfolio.

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A Wealth of Common Sense

MARCH 17, 2025

Today’s Talk Your Book is brought to you by Calamos Investments: See here for more information on Calamos Private Credit Strategies On today’s show, we discuss: Why private credit has grown so much How interval funds work How liquidity works How often the portfolio turns over How the fund yields double digits What specialty finance is How (..)

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Portfolio Investing Investments 52

Abnormal Returns

FEBRUARY 18, 2024

(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. morningstar.com) Five steps to create a paycheck in retirement.

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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."

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Portfolio Management Management Numbers Portfolio 277

Abnormal Returns

DECEMBER 27, 2022

quantpedia.com) Why ESG portfolios need to be optimized. blogs.cfainstitute.org) A rave review for Eric Balchunas' book "The Bogle Effect." Research A look at the trade-offs of rebalancing frequency. corporate.vanguard.com) How trend following works during different market regimes. alphaarchitect.com).

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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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The Big Picture

OCTOBER 24, 2024

This came up yesterday yesterday at Jason Zweig’s book party for the release of the third edition of Ben Graham’s, The Intelligent Investor. its the 75th anniversary of the book’s initial release.) Of course, you can find other forecasts that are friendlier to your portfolio, For example, JP Morgan sees U.S.

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Abnormal Returns

JANUARY 1, 2023

crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins. humbledollar.com) Three ways to simplify your portfolio in 2023. Also on the site Why you should choose simplicity over complexity: the case against FSAs. abnormalreturns.com) Top clicks this week Here is Eddy's 2023 Buy List.

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Financial Market Portfolio Investing Investments 278

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. wsj.com) An excerpt from "The Human Disease: How We Create Pandemics, From Our Bodies to Our Beliefs" by Sabrina Sholts.

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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. As early as 1992, Yale’s Endowment had a robust portfolio of venture capital and hedge funds, long before it became popular.

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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.

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Abnormal Returns

MARCH 18, 2025

on.ft.com) How Not to Invest Ten insights from Barry Ritholtz's new book "How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth - and How to Avoid Them." abnormalreturns.com) Adviser links: durable portfolios. (ft.com) Earnings estimates are coming down. sherwood.news) Long Europe, short US is the consensus trade.

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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 101

Portfolio Management Portfolio Management Investing 101

The Big Picture

FEBRUARY 25, 2025

He’s published 21 books. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack. I found the book excellent. And modern portfolio theory was kind of just coming around. Is That right?

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The Big Picture

AUGUST 13, 2022

The fund has flourished, and evolved multiple quantitative strategies, now running 19 separate portfolios across a variety of asset classes. A list of his favorite books is here; A transcript of our conversation is available here Tuesday. We discuss why this volatile macro environment is a target-rich environment for a show like GCM.

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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 101

Portfolio Management Portfolio Marketing Marketing 101

A Wealth of Common Sense

SEPTEMBER 9, 2024

Today’s Talk Your Book is sponsored by Schafer Cullen Capital Management: On today’s show, we spoke with Jennifer Chang, Portfolio Manager and Executive Director to discuss Schafer Cullen’s high dividend value strategies.

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