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

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

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

A Wealth of Common Sense

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors.

Portfolio 108

Portfolio Portfolio Management Financial Planning Planning 108

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.

Management 230

Management Investing Investments Portfolio Management 230

Abnormal Returns

NOVEMBER 30, 2023

safalniveshak.com) Books A review of “The Missing Billionaires: A Guide to Better Financial Decisions” by Victor Haghani and James White. etf.com) How much personal trading is too much for a mutual fund portfolio manager? demystifyingmarkets.com) Charlie Munger's greatest asset may have been a lifelong friendship.

Financial Advising 279

Financial Advising Portfolio Management Media Economics 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

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

NOVEMBER 27, 2023

Today’s Talk Your Book is brought to you by Nuveen: On today’s show, we spoke with Nick Travaglino, Managing Director and Portfolio Manager at Nuveen to discuss the fixed-income market in 2023. On today’s show, we discuss: Will rates be higher for longer or has consensus changed?

Portfolio Management 104

Portfolio Management Portfolio Management Marketing 104

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

Management Portfolio Management Portfolio Assets 245

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

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 Investments 98

Abnormal Returns

DECEMBER 1, 2023

myworstinvestmentever.com) Justin Carboneau and Jack Forehand talk with Joel Tillinghast the long-tenured portfolio manager of the Fidelity Low-Priced Stock Fund. open.spotify.com) Marc Maron talks comedy with Jesse David Fox, author of "Comedy Book." artofmanliness.com) Maya Shankar talks psychedelics with Michael Pollan.

Investing 264

Investing Investments Portfolio Management Management 264

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 200

Management Investing Investments Wealth Management 200

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

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

MARCH 1, 2024

Snyderman, who joined Magnetar in 2005 shortly after its launch, was previously the head of global credit and a senior managing director at Citadel Investment Group, and he served as a member of the management, portfolio management and investment/risk committees. They manage $16.8

Portfolio Management 182

Portfolio Management Management Portfolio Investments 182

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

The Irrelevant Investor

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors. The post Talk Your Book: Portfolio Premortem appeared first on The Irrelevant Investor.

Portfolio 82

Portfolio Portfolio Management Financial Planning Planning 82

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. The post Talk Your Book: Hidden Pricing Power appeared first on The Irrelevant Investor.

Portfolio Management 83

Portfolio Management Accounting Portfolio Management 83

The Big Picture

FEBRUARY 2, 2024

He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. Hancock is also portfolio manager for GMO’s Quality Strategies, including the Quality Fund MF ( GQETX ); that fund manages >8$ billion dollars and over the past 20 years, has returned 13.6%

Portfolio Management 162

Portfolio Management Engineering Distribution Retail 162

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

The Big Picture

OCTOBER 4, 2024

 This week, we speak with Vincent Aita, Founder and CIO of Cutter Capital Management. 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 also received a Ph.D. in molecular genetics from Columbia University.

Investing 147

Investing Investments Pharmaceutical Portfolio Management 147

A Wealth of Common Sense

SEPTEMBER 26, 2024

The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.

Retirement 137

Retirement Planning Portfolio Management Taxes 137

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

MAY 17, 2024

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. His podcast is “ The Sherman Show.”

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

The Big Picture

JANUARY 26, 2024

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. A list of her favorite books is here; A transcript of our conversation is available here Tuesday. He is the portfolio manager for the Quality Fund ( GQETX ).

Wealth Management 173

Wealth Management Media Portfolio Management Retail 173

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

DECEMBER 16, 2023

Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. They seek out the best and worst stocks in various sectors to run a long short portfolio. A list of his favorite books is here ; A transcript of our conversation is available here next week.

Portfolio Management 173

Portfolio Management Portfolio Assets Management 173

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

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

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. The post Talk Your Book: Investing in Quality Growth appeared first on The Irrelevant Investor.

Investing 73

Investing Investments Portfolio Management Portfolio 73

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 Investments 70

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 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

The Big Picture

FEBRUARY 16, 2024

A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. He also serves as Senior Portfolio Manager for all long equity strategies and is a member of Morgan Stanley Wealth Management’s Global Investment Committee. He describes that as a turning point in the banking crisis.

Banking 162

Banking Wealth Management Portfolio Management Management 162