The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023
Wealth Management
DECEMBER 14, 2022
The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.
Portfolio Management Related Topics 
Stock Picking is Not the Same Thing as Portfolio Management
A Wealth of Common Sense
FEBRUARY 16, 2024
Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.
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The Most Important Part of Portfolio Management
Random Roger's Retirement Planning
JUNE 14, 2024
The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.
Research links: keeping things simple
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.
Research links: an attractive business model
Abnormal Returns
OCTOBER 10, 2023
libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance? (papers.ssrn.com) Box spreads The pros and cons of using box spreads to generate cash-like returns.
Revolutionizing Portfolio Management with Hyper-Personalization
Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.
Research links: better behavior
Abnormal Returns
APRIL 16, 2024
blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. (wisdomtree.com) What happens to the stock market on days before holidays. papers.ssrn.com) How a stock's price affects its risk profile. capitalspectator.com) A link to "The Cockroach Approach" by Taylor Pearson with Jason Buck.
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Past Performance
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.
Top clicks this week on Abnormal Returns
Abnormal Returns
SEPTEMBER 3, 2023
theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. (humbledollar.com) Why are mortgage rates so high? awealthofcommonsense.com) Google ($GOOGL) has dominated seemingly forever. The cracks are showing. morningstar.com) Is illiquidity a feature or a bug?
Research links: tracking performance
Abnormal Returns
DECEMBER 5, 2023
hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets. (bloomberg.com) Research Passive investing is making markets less efficient, but. morningstar.com) How much more expensive are large cap vs. small caps? papers.ssrn.com) How to best measure investor disagreement.
Adviser links: financial compassion
Abnormal Returns
AUGUST 14, 2023
humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. (wiredplanning.com) Dan Haylett talks funded contentment with Brian Portnoy of Shaping Wealth.
Research links: publication bias
Abnormal Returns
DECEMBER 6, 2022
papers.ssrn.com) How bad weather affects portfolio manager activity. (mrzepczynski.blogspot.com) How to measure, and use, 'tail betas.' caia.org) How much are investors willing to pay for ESG? papers.ssrn.com) How banks make money on leveraged loans. papers.ssrn.com) What explains the funding gap for Black-led startups.
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Podcast links: generational differences
Abnormal Returns
JUNE 30, 2023
genuineimpact.substack.com) Companies Matt Reustle talks with Tom Walsh, a portfolio manager at Baillie Gifford, about ASML Holdings ($ASML). trendfollowingradio.com) Corey Hoffstein talks trend and carry with Rob Croce, Senior Portfolio Manager at Newton Investment Management Group.
Podcast links: the rise of the pod shop
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.
Research links: avoiding the table
Abnormal Returns
DECEMBER 12, 2023
riabiz.com) Fund management Diseconomies of scale in fund management are real. alphaarchitect.com) Why portfolio managers shift styles. (insights.finominal.com) The factor ETF space has gotten crowded. papers.ssrn.com) Research What does the 'risk matters hypothesis' say?
Podcast links: being happier at work
Abnormal Returns
MAY 10, 2024
mebfaber.com) Eric Golden talk with Nir Kaissar, founder and portfolio manager at Unison Advisors, about the state of markets. (freakonomics.com) Finance Barry Ritholtz talks with Jim O'Shaughnessy about his investing career, VC and the potential of AI.
Podcast links: hedge fund math
Abnormal Returns
OCTOBER 11, 2024
awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division. podcasts.apple.com) Barry Ritholtz talks with Vincent Aita, Founder and CIO of Cutter Capital Management.
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MiB: Colin Camerer on Neuroeconomics
The Big Picture
NOVEMBER 15, 2024
He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. All of our earlier podcasts on your favorite pod hosts can be found here. Be sure to check out our Masters in Business next week with Corey Hoffstein , CEO/CIO Newfound Research.
Podcast links: crypto confessions
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. (infiniteloopspodcast.com) Khe Hy talks with Nat Eliason author of "Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance."
MiB: Cathy Marcus, Co-CEO, Global COO of PGIM Real Estate
The Big Picture
JANUARY 12, 2024
She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments. She began working as an analyst for a Real Estate Syndicator before moving on to PGIM.
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Personal finance links: shaming and blaming
Abnormal Returns
FEBRUARY 21, 2024
whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. (humbledollar.com) How to tamp down on impulsive spending. dariusforoux.com) How to spend intentionally. In fact, it's a distraction.
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Podcast links: the science of sleep
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.
MiB: Marta Norton, Morningstar Investment Management
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.
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Thursday links: a heckuva business model
Abnormal Returns
NOVEMBER 30, 2023
(valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected. etf.com) How much personal trading is too much for a mutual fund portfolio manager? propublica.org) The Roundhill MEME ETF ($MEME) will liquidate next month.
Podcast links: understanding the past
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. (infiniteloopspodcast.com) Scott Barry Kaufman talks with Columbia business professor Shena Lyengar on how we make choices and innovate.
Automated Tax-Loss Harvesting Technology: Is The Value Overstated?
Nerd's Eye View
OCTOBER 5, 2022
Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible.
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Debunking Common Investment Myths
Pragmatic Capitalism
SEPTEMBER 19, 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 [ … ]
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The Latest In Financial #AdvisorTech (October 2023)
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!
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Podcast links: dollar dominance
Abnormal Returns
JUNE 23, 2023
acquired.fm) Jesse Pujji talks with Joe Frankenfield, Portfolio Manager at Saga Partners, about the business of Roku ($ROKU). (theverge.com) Who listens to true crime podcasts? pewresearch.org) Companies Benjamin Gilbert and David Rosenthal talk with Uber ($UBER) CEO Dara Khosrowshahi.
Podcast links: an investing paradox
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. (ritholtz.com) Andrew Stotz talks with Larry Swedroe why a great company does not always make a great investment.
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Adviser links: optimizing the wrong thing
Abnormal Returns
JULY 31, 2023
investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. (artofmanliness.com) The biz RIA M&A continues to tick lower. riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). riabiz.com) Savvy Wealth is pushing hard on the AI front.
Podcast links: a big disappointment
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.
A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects
Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
Podcast links: lifetime learning
Abnormal Returns
DECEMBER 9, 2022
infiniteloopspodcast.com) Frederick Geischen talks lifelong learning with Alix Pasquet III, Managing Partner and portfolio manager at hedge fund Prime Macaya. (ritholtz.com) Jim O'Shaughnessy talks with Rohit Krishnan about the lessons learned from the FTX meltdown.
MiB: Aswath Damodaran: Valuations, Narratives & Academia
The Big Picture
APRIL 8, 2023
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. .” Buffett doesn’t have to worry about his clients asking tough questions because his clients are the actuarial tables.
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Thursday links: the biggest financial risk
Abnormal Returns
AUGUST 3, 2023
(advisorperspectives.com) Managed futures are struggling to keep up YTD. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. rcmalternatives.com) The Big Seven It's not surprising that a handful of stocks are driving the market.
Buy This, Sell That? Please Don’t…
The Big Picture
APRIL 6, 2023
According to sources they claimed that these measures are part of their active portfolio management strategy which is premised on several factors amongst which include recent market volatility and potential risks associated with holding large positions in single stocks.” Active portfolio management strategy?
MiB: Tom Hancock, GMO Focused Equity
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%
AssetBook Launches Valian Communications App
Wealth Management
SEPTEMBER 22, 2022
Valian complements the firm's established Pulse portfolio management and reporting platform.
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MiB: Andrew Slimmon, Morgan Stanley Investment Management
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.
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What Happens to Bonds When Stocks Go Up?
A Wealth of Common Sense
AUGUST 15, 2024
Further Reading: The Holy Grail of Portfolio Management 1The S&P 500 was up 9.8% per year while the 10 year Treasury gained 4.6% annually from.
Weekend Reading For Financial Planners (August 24-25)
Nerd's Eye View
AUGUST 23, 2024
financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. 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.,
MiB: Brian Higgins, King Street
The Big Picture
OCTOBER 18, 2024
This week, we speak with Brian Higgins , co-founder, managing partner and co-portfolio manager of King Street. He is chair of the Management Committee, Global Investment Committee, Real Estate Investment Committee, and is a member of the Risk Committee and Operating Committee.
Planning For Early Retirement
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.
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