The Big Picture

JUNE 27, 2025

She explains the importance of matching your assets to your future liabilities, and why liquidity and quality are so important. Favorite Books The post MiB: Velina Peneva, Swiss Re Chief Investment Officer appeared first on The Big Picture.

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The Big Picture

JANUARY 3, 2025

A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. Be sure to check out our Masters in Business next week with Brian Hurst founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.

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The Big Picture

JANUARY 15, 2025

At the Money: Lessons in Allocating to Alternative Asset Classes. Investors have lots of questions when allocating to these asset classes: How much capital do you need? What percentage of your portfolio should be allocated? He wrote the book, Private Equity Deals: Lessons in investing, dealmaking and operations.

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Abnormal Returns

MARCH 4, 2025

(rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. alphainacademia.substack.com) Some popular economics books to avoid including "Power and Progress," by Daron Acemoglu and Simon Johnson. noahpinion.blog) Asset growth High investment has historically led to disappointing future returns.

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The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution. You can find all of our earlier podcasts on your favorite platforms here.

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The Irrelevant Investor

MAY 14, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. On today’s show, we discuss: What is the best way to buy Bitcoin?

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The Big Picture

FEBRUARY 5, 2025

Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? What percentage of your portfolio should be allocated? His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. If I recall, Greg Zuckerman’s book on Jim Simons.

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A Wealth of Common Sense

MAY 15, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. On today’s show, we discuss: What is the best way to buy Bitcoin?

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The Big Picture

AUGUST 13, 2022

This week, we speak with Kenneth Tropin, chairman and founder of Graham Capital Management , a multi-strategy quantitative hedge fund with $18 billion in assets under management. The fund has flourished, and evolved multiple quantitative strategies, now running 19 separate portfolios across a variety of asset classes.

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Calculated Risk

MARCH 11, 2025

Most of these gains in Treasury and Agency MBS assets were funded with increases in very short duration interest-bearing Federal Reserve liabilities, mainly deposits of depository institutions (reserves) and Reverse Repos. After all, Treasury notes close to maturity are by their nature short maturity assets!)

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Nerd's Eye View

APRIL 29, 2025

Gideon is the CEO of Drucker Wealth, a hybrid advisory firm based in New York City, that oversees approximately $1 billion in assets under management for 800 client households. My guest on today's podcast is Gideon Drucker.

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The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. This made me chuckle, as we had discussed this level of unsuitable and inappropriate asset management for years, with me offering an endless parade of examples.

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The Big Picture

OCTOBER 22, 2022

The firm manages or advises on about $250 billion in advisor assets. 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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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.

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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.

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The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. How can investors get exposure to the space? was hard to use. Matt Hougan : Yeah.

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Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. wapo.st) What you need to know about booking travel on your credit card booking site. on.spdji.com) Strategy Overconfidence is a killer for investors.

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Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. newsletter.abnormalreturns.com) Mixed media The subjects of Michael Lewis' books often go onto lucrative speaking gigs. Then check out our weekly e-mail newsletter.

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Random Roger's Retirement Planning

FEBRUARY 8, 2025

Barron's had a very quick look at the recent popularity of private assets to try to figure out whether investors should wade into the space. Another snippet from Barron's was the suggestion from Thad Davis of Aureus Asset Management to allocate 7% of a portfolio to private credit to get a 7% spread over SOFR which works out to 11-12%.

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Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. ft.com) Triple-levered anything can wreck your portfolio. capitalspectator.com) The drop in bond yields reversed a lot of market trends.

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Abnormal Returns

FEBRUARY 12, 2024

kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." trillion in assets. kitces.com) How direct indexing can be used in bond portfolios. standarddeviationspod.com) The biz Fidelity now oversees some $12.6 riabiz.com) Does Citigroup ($C) have a path forward in wealth management?

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The Big Picture

APRIL 29, 2025

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. Jenison launched way back in 1969 as a growth equity shop.

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Abnormal Returns

NOVEMBER 30, 2023

demystifyingmarkets.com) Charlie Munger's greatest asset may have been a lifelong friendship. 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?

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Wealth Management

JUNE 20, 2025

His work has appeared in The New York Times , WealthManagement.com , Financial Planning , RIABiz , InvestmentNews , PC Magazine , numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.

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A Wealth of Common Sense

JULY 15, 2024

Today’s Talk Your Book is brought to you by Standpoint Asset Management: On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss trend following and all-weather portfolios. See here for the Content Library and here for Standpoint’s monthly update.

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A Wealth of Common Sense

OCTOBER 2, 2023

Today’s Talk Your Book is brought to you by Standpoint Asset Management: On today’s show, we spoke with Eric Crittenden, CIO of Standpoint Asset Management to discuss trend following and all-weather portfolios. See here for the Content Library and here for Standpoints monthly update.

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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.

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Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE. Given the title, I was at first worried, but her talk was fascinating.

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The Big Picture

FEBRUARY 23, 2024

He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Wealth Management Global Investment Committee. Slimmon describes his concentrated portfolios — either 30 US stocks or 20 global stocks — as a way to avoid closet indexing.

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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.

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The Big Picture

FEBRUARY 25, 2025

He’s published 21 books. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack. I found the book excellent. And modern portfolio theory was kind of just coming around. Is That right?

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The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Present value of future cash flows, any asset is present value of future cash flows.

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Nerd's Eye View

MARCH 31, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, according to a recent survey, RIAs are considering metrics for growth other than assets under management, from the number of clients to diversifying the services they offer.

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The Big Picture

DECEMBER 16, 2023

The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets. Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

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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.

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Abnormal Returns

AUGUST 13, 2024

Bonds Bonds are back as portfolio balance. ft.com) Fund management Index funds have succeeded in spite of the asset management industry. ft.com) Fund management Index funds have succeeded in spite of the asset management industry. nytimes.com) Asset managers keep snapping up boutique private credit managers.

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