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Friday links: not out of the woods

Abnormal Returns

neckar.substack.com) The best asset allocation is one you can stick with. theblock.co) Companies Tech companies are still paying up to hire engineering talent. Strategy Now is the time to clear out all your bad trades before the new bull market gears up. awealthofcommonsense.com) FTX FTX has filed for bankruptcy.

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MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America

The Big Picture

Subramanian is on the advisory board of the UCLA Master of Financial Engineering program. Be sure to check out our Masters in Business this week with Jeffrey Sherman, Deputy CIO at DoubleLine Capital , which manages over $100 billion in mostly fixed-income assets.

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MiB: Jeffrey Sherman, DoubleLine Deputy CIO

The Big Picture

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. He is host of the podcast The Sherman Show and a CFA charter holder.

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MiB: Ed Yardeni on the Roaring 20s

The Big Picture

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 143
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Warren's Wisdom

Random Roger's Retirement Planning

The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant. People used to view bonds, particularly long-end interest rates, as the ballast for and protection engine in a portfolio.