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.
The Most Important Part of Portfolio Management
Random Roger's Retirement Planning
JUNE 14, 2024
With so much allocated to T-bills, it makes sense that the standard deviations of the barbell portfolios is so much lower. 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.
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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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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: better behavior
Abnormal Returns
APRIL 16, 2024
Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. insights.finominal.com) Global macro hedge funds are mid.
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Research links: an attractive business model
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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? morningstar.com) The case for overlaying managed futures to an equity portfolio.
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SEPTEMBER 3, 2023
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At The Money:Â Concentrated Portfolios
The Big Picture
MAY 8, 2024
APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.
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Podcast links: resilient portfolios
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NOVEMBER 15, 2024
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Podcast links: the rise of the pod shop
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MARCH 1, 2024
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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.
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.
Adviser links: financial compassion
Abnormal Returns
AUGUST 14, 2023
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DECEMBER 12, 2023
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DECEMBER 5, 2023
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DECEMBER 6, 2022
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Podcast links: generational differences
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JUNE 30, 2023
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MAY 10, 2024
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OCTOBER 11, 2024
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MiB: Colin Camerer on Neuroeconomics
The Big Picture
NOVEMBER 15, 2024
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MAY 15, 2024
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Podcast links: crypto confessions
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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."
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Abnormal Returns
FEBRUARY 21, 2024
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JUNE 2, 2023
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Thursday links: a heckuva business model
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NOVEMBER 30, 2023
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JUNE 16, 2023
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Podcast links: understanding the past
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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.
Buy This, Sell That? Please Don’t…
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APRIL 6, 2023
Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Active portfolio management strategy? RWM runs over $3 billion in client assets. Yet that is what these releases imply to their readers. No one spoke to me.
Talk Your Book: Portfolio Premortem
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SEPTEMBER 19, 2022
On today’s show we discuss: Rick’s background and the beginnings of Fabric Risk How Fabric is approaching risk for advisors Looking at risk through the lens of an advisor/individual vs a portfolio manager Financial plan ma.
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Debunking Common Investment Myths
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SEPTEMBER 19, 2022
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The Latest In Financial #AdvisorTech (October 2023)
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OCTOBER 2, 2023
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JUNE 23, 2023
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Podcast links: lifetime learning
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DECEMBER 9, 2022
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#FASuccess Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk, With Mark Asaro
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MiB: Aswath Damodaran: Valuations, Narratives & Academia
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APRIL 8, 2023
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Thursday links: the biggest financial risk
Abnormal Returns
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MARCH 1, 2024
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