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.

Retirement 294

Retirement Portfolio Investments Investing 294

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.

Engineering 325

Engineering Management Portfolio Assets 325

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.

Retirement 265

Retirement Portfolio Investments Investing 265

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.

Engineering 277

Engineering Financial Services Portfolio Accounting 277

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.

Retirement 279

Retirement Retirement Planning Budgeting Portfolio 279

A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investing 112

Investing Investments Portfolio Management Valuation 112

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

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.

Valuation 306

Valuation Insurance Numbers Portfolio Management 306

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).

Portfolio 246

Portfolio Marketing Marketing 246

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.

Distribution 326

Distribution Economics Portfolio Economy 326

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

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. wapo.st) What you need to know about booking travel on your credit card booking site. (capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps. nytimes.com)

Financial Advising 290

Financial Advising Taxes Manufacturing Media 290

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

AUGUST 12, 2024

Today’s Talk Your Book is brought to you by : See here to learn more about the KraneShares Mount Lucas Managed Futures Index Strategy ETF On today’s show, we discuss: An intro to managed futures How managed futures work within a portfolio How to explain the use of managed futures to end clients How flows have been dependent on the market (..)

Marketing 112

Marketing Marketing Management Portfolio 112

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

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.

Financial Market 279

Financial Market Portfolio Investments Investing 279

A Wealth of Common Sense

JULY 15, 2024

Today’s Talk Your Book is brought to you by Standpoint Asset Management: On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss trend following and all-weather portfolios. See here for the Content Library and here for Standpoint’s monthly update.

Assets 109

Assets Portfolio Management Investments 109

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.

Management 245

Management Portfolio Management Portfolio Assets 245

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.

Portfolio Management 104

Portfolio Management Portfolio Management 104

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

Abnormal Returns

DECEMBER 29, 2023

ritholtz.com) Corey Hoffstein talks with Nick Baltas, Managing Director at Goldman Sachs about building multi-strategy portfolios. podcasts.apple.com) Conan O'Brien talks with comedia Gary Gulman about his new book "Misfit: Growing Up Awkward in the '80s." open.spotify.com) Cameron Passmore and Benjamin Felix talk with Prof.

Portfolio 264

Portfolio Management Investments Investing 264

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.

Management 307

Management Assets Portfolio 307

Abnormal Returns

FEBRUARY 12, 2024

kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." kitces.com) How direct indexing can be used in bond portfolios. (wiredplanning.com) Michael Kitces talks with David Savir who is the Co-Founder and CEO of Element Pointe Family Office, about crafting an employee equity program.

Wealth Management 263

Wealth Management Retirement Communication Investment Planning 263

The Big Picture

FEBRUARY 23, 2024

He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Wealth Management Global Investment Committee. Slimmon describes his concentrated portfolios — either 30 US stocks or 20 global stocks — as a way to avoid closet indexing.

Management 200

Management Investing Investments Wealth Management 200

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." ngpf.org) Retirement FAT Fire. How to retire at any age with confidence.

Financial Counseling 49

Financial Counseling Retirement Financial Advice Portfolio 49

Abnormal Returns

DECEMBER 21, 2022

Markets Four things that mattered for portfolios in 2022. theinformation.com) Books 16 notable finance books from 2022 including "The Power Law: Venture Capital and the Making of the New Future" by Sebastian Mallaby. nextbigideaclub.com) Some of the best books of 2022 including "Sea of Tranquility" by Emily St.

Financial Advising 225

Financial Advising Media Economy Portfolio 225

Trade Brains

SEPTEMBER 17, 2023

Cr Price to Book Value 5.35 Cr Price to Book Value 4.49 Cr Price to Book Value 6.05 Cr Price to Book Value 6.85 Cr Price to Book Value 8.34 The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis! EPS (TTM) 27.39 Stock P/E (TTM) 28.83 RoE 22.21% RoCE 27.2% Goldman Sachs’ Holding 4.7%

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

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

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

Abnormal Returns

JUNE 11, 2024

thinkadvisor.com) What really is the goal of portfolio diversification? rogersplanning.blogspot.com) Books Insights from "The Price of Time: The Real Story of Interest" by Edward Chancellor. Diversification We are in a 'bear market for diversification.'

Financial Advising 267

Financial Advising Retail Healthcare Economy 267

Abnormal Returns

AUGUST 23, 2024

Aswath Damodaran to discuss his new book, "The Corporate Life Cycle." theinvestorspodcast.com) Justin Carbonneau and Jack Forehand talk with Jason Buck of Mutiny Funds about building a diversified portfolio for uncertain times. ritholtz.com) Clay Finck is joined by Prof.

Medicine 278

Medicine Startup Portfolio Investments 278

The Big Picture

SEPTEMBER 16, 2023

She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday.

Assets 306

Assets Management Asset Allocation Risk Management 306

The Big Picture

OCTOBER 22, 2022

Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO. Marta Norton Favorite Books. TARA: There Are Reasonable Alternative.

Management 230

Management Investing Investments Portfolio Management 230

Trade Brains

SEPTEMBER 22, 2023

Price to Book Value (%) 6.52 Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. Price to Book Value (%) 2 Net Profit Margin (%) 8.24 Price to Book Value (%) 2.6 Price to Book Value (%) 4.76

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Abnormal Returns

JULY 30, 2023

(ritholtz.com) An excerpt from William Bernstein's new book "The Four Pillars of Investing." And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." humbledollar.com) Has sentiment already peaked?

Insurance 246

Insurance Retail Portfolio Investments 246

Advisor Perspectives

APRIL 22, 2024

With the right tech in place, advisors can access reliable, high-quality models that can be used repeatedly across their book of business.

Portfolio 116

Portfolio 116