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

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 Investing 264

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

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

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 278

Financial Advising Portfolio Management Media Economics 278

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 Investing 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 100

Portfolio Management Portfolio Management 100

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

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

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 101

Portfolio Portfolio Management Financial Planning Planning 101

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 103

Portfolio Management Accounting Portfolio Management 103

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.

Investments 102

Investments Investing Portfolio Management Valuation 102

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 100

Portfolio Management Portfolio Management Marketing 100

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 Investing 98

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 98

Portfolio Management Portfolio Assets Investing 98

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 101

Investing Investments Portfolio Management Portfolio 101

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 98

Asset Allocation Portfolio Management Investments Investing 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 263

Investing Investments Portfolio Management Management 263

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

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 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

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

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 Investing 182

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

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 Investing 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

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 195

Startup Portfolio Management Management Portfolio 195

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 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 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 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 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