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 239

Financial Advisor Investing Investments Financial Advice 239

The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally.

Startup 298

Startup Portfolio Management Assets Valuation 298

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 Big Picture

APRIL 8, 2023

His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. The average portfolio manager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis.

Valuation 306

Valuation Insurance Numbers Portfolio Management 306

Abnormal Returns

OCTOBER 10, 2023

AI AI investment models can't explain how they do what they do. msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. wsj.com) Global investing Do more honest countries outperform?

Portfolio Management 264

Portfolio Management Startup Portfolio Management 264

Abnormal Returns

SEPTEMBER 26, 2023

Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same.

Portfolio Management 258

Portfolio Management Portfolio Management Assets 258

Abnormal Returns

DECEMBER 5, 2023

Active management Active investing has a tax problem. alphaarchitect.com) Why the active management space may be bigger than currently measured. papers.ssrn.com) Replication Managed futures strategies are ripe for replication. bloomberg.com) Research Passive investing is making markets less efficient, but.

Portfolio Management 278

Portfolio Management Assets Taxes Management 278

Abnormal Returns

OCTOBER 11, 2024

(morningstar.com) Jack Forehand and Matt Zeigler talk with Michael Mauboussin about nine key, timeless investing lessons. youtube.com) Michael Batnick and Ben Carlson talk with Ted Seides author of "Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals."

Math 276

Math Portfolio Management Management Portfolio 276

Abnormal Returns

APRIL 16, 2024

(papers.ssrn.com) Research Is sector-neutrality a mistake in factor investing? blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. alphaarchitect.com) How S&P 500 additions (and deletions) have performed, post-rebalancing.

Asset Allocation 276

Asset Allocation Portfolio Management Portfolio Assets 276

Wealth Management

DECEMBER 14, 2022

The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.

Portfolio Management 114

Portfolio Management Portfolio Management Investing 114

Abnormal Returns

DECEMBER 12, 2023

(riabiz.com) Fund management Diseconomies of scale in fund management are real. alphaarchitect.com) Why portfolio managers shift styles. elmwealth.com) The case against the lifecycle model of investing. papers.ssrn.com) There seems to be a return premium to investing in polluting companies.

Portfolio Management 263

Portfolio Management Retail Assets Portfolio 263

The Reformed Broker

NOVEMBER 25, 2022

Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. Past performance is not a guarantee of future results. Of course it isn’t. Things change. But past performance of asset classes should be well understood.

Portfolio Management 258

Portfolio Management Portfolio Assets Management 258

Abnormal Returns

SEPTEMBER 3, 2023

theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. mr-stingy.com) 15 lessons learned from the quantitative investment research business. The cracks are showing. morningstar.com) Is illiquidity a feature or a bug? savantwealth.com) Don't underestimate how weird the world can be. (mr-stingy.com)

Portfolio Management 277

Portfolio Management Retirement Portfolio Management 277

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

Pragmatic Capitalism

SEPTEMBER 7, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ].

Investing 131

Investing Investments Portfolio Management Financial Market 131

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 110

Investing Investments Portfolio Management Valuation 110

Abnormal Returns

JUNE 30, 2023

genuineimpact.substack.com) Companies Matt Reustle talks with Tom Walsh, a portfolio manager at Baillie Gifford, about ASML Holdings ($ASML). conversationswithtyler.com) Howard Lindzon talks with Doug Hecht, the CEO and Co-founder of Walla, a modern studio management platform. Audio YouTube will soon allow automatic dubbing.

Portfolio Management 246

Portfolio Management Portfolio Management Retirement 246

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 106

Investing Investments Portfolio Management Portfolio 106

Abnormal Returns

MARCH 1, 2024

(wired.com) Finance Joe Weisenthal and Tracy Alloway talks multi-strategy hedge funds with Krishna Kumar, a portfolio manager at Goose Hollow Capital Management. joincolossus.com) Barry Ritholtz talks concentrated portfolios with Andrew Slimmon, managing director at Morgan Stanley Investment Management.

Portfolio Management 275

Portfolio Management Portfolio Management Investing 275

Abnormal Returns

MARCH 15, 2024

(podcasts.apple.com) Finance Patrick O'Shaughnessy talks with Anne-Marie Peterson who is an equity portfolio manager at Capital Group. joincolossus.com) Barry Ritholtz talks with Mark Wiedman, head of global client business at investing giant Blackrock ($BLK). Financial History: Understanding the Past to Forecast the Future."

Portfolio Management 264

Portfolio Management Portfolio Clients Investing 264

Abnormal Returns

MAY 10, 2024

(freakonomics.com) Finance Barry Ritholtz talks with Jim O'Shaughnessy about his investing career, VC and the potential of AI. mebfaber.com) Eric Golden talk with Nir Kaissar, founder and portfolio manager at Unison Advisors, about the state of markets.

Portfolio Management 277

Portfolio Management Portfolio Management Investing 277

Abnormal Returns

JULY 12, 2024

(open.spotify.com) Finance Meb Faber talks trend following with Jerry Parker, portfolio manager of the Cambria Chesapeake Pure Trend ETF ($MFUT) ETF. epsilontheory.com) Joe Weisenthal and Tracy Alloway talk thematic investing with James van Geelen, founder of Citrini Research.

Portfolio Management 264

Portfolio Management Economics Management Portfolio 264

Abnormal Returns

JUNE 16, 2023

(theinvestorspodcast.com) Corey Hoffstein talks with Michele Aghassi, principal at AQR Capital Management, about portfolio optimization and factor investing. podcasts.apple.com) Finance Meb Faber talks technology and AI with Dan Niles who is the Founder and Portfolio Manager of the Satori Fund.

Portfolio Management 245

Portfolio Management Portfolio Management Investing 245

Wealth Management

DECEMBER 6, 2023

Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.

Investing 108

Investing Investments Portfolio Management Portfolio 108

The Big Picture

APRIL 6, 2023

Here is why: These posts seem to be a bizarre combination of public records scraping and AI; they look like they were designed to generate clicks rather than reflect honest investment recommendations. But as the Chief Investment Officer of RWM, I can assure you that it is utter nonsense. Active portfolio management strategy?

Wealth Management 278

Wealth Management Portfolio Management Clients Portfolio 278

Random Roger's Retirement Planning

JUNE 14, 2024

It doesn't get said often enough but really, the most important part of portfolio management is mitigating risk. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio Management 98

Portfolio Management Portfolio Management Taxes 98

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. (om.co) Finance David Rubenstein talks with Cliff Asness about the return of value.

Portfolio Management 277

Portfolio Management Management Numbers Portfolio 277

Abnormal Returns

JULY 31, 2023

investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. theatlantic.com) 2022 saw a jump in investment fraud. (riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). riabiz.com) Savvy Wealth is pushing hard on the AI front.

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. My guest on today's podcast is Mark Asaro.

Retirement 130

Retirement Portfolio Management Investing 130

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

Nerd's Eye View

AUGUST 23, 2024

The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g., financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories.

Financial Planner 223

Financial Planner Retirement Estate Planning Clients 223

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investing 130

Investing Investments Clients Numbers 130

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 101

Asset Allocation Portfolio Management Investing Investments 101

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 Investing 182

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 245

Communication Portfolio Management Clients Tax Planning 245

Abnormal Returns

JUNE 23, 2023

acquired.fm) Jesse Pujji talks with Joe Frankenfield, Portfolio Manager at Saga Partners, about the business of Roku ($ROKU). podcasts.apple.com) Private equity Ted Seides talks investing in leisure with Eric Resnick who is the co-founder and CEO of KSL Capital Partners. (theverge.com) Who listens to true crime podcasts?

Portfolio Management 243

Portfolio Management Economy Banking Management 243

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