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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Assets Portfolio Management Marketing 76

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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MarketWatch

MARCH 15, 2023

banking system’s market value of assets is $2 trillion lower than suggested by their book value of assets accounting for loan portfolios held to maturity. A new academic study on 2023 bank fragility concludes that the U.S.

Banking 76

Banking Assets Insurance Marketing 76

Trade Brains

SEPTEMBER 22, 2023

(JPM) is a financial holding corporation that, through its subsidiaries, provides solutions for consumer and commercial banking, investment banking, processing financial transactions, and asset management. The amount of assets under management was $3 trillion. Price to Book Value (%) 6.52 Price to Book Value (%) 2.6

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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.

Engineering 319

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Abnormal Returns

APRIL 26, 2024

(podcasts.apple.com) Barry Ritholtz spoke with Ashish Shah, CIO, Public Investing, Goldman Sachs Asset Management (ritholtz.com) Cameron Passmore and Benjamin Felix talk index dynamics with Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management.

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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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Trade Brains

NOVEMBER 11, 2023

trillion in global assets under management. Price to Book Value (Rs) 0.55 Price to Book Value (Rs) 0.55 Debt to Equity (%) 0 Price to Book Value (Rs) 2.33 Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries.

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Trade Brains

SEPTEMBER 28, 2023

Over the years, the company’s order book has been increasing its proportion of public orders. As of now, the order book stands at 70% Public orders worth Rs. Cr Price to Book Value 1.33 Of the projects in its order book, super high rise make up 81%, high rises comprise 8% and the rest being everything else mentioned above.

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The Big Picture

SEPTEMBER 19, 2023

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. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

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Trade Brains

OCTOBER 23, 2023

HDFC Small Cap Fund holds Assets under Management worth Rs. Debt to Equity (%) 0 Price to Book Value (Rs) 5.1 Price to Book Value (Rs) 3.78 The product portfolio includes rear axle shafts, spindles, and splined shafts, and rear axle shafts contributing to the majority of revenue. Price to Book Value (Rs) 2.57

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Portfolio Analysis Portfolio Manufacturing Engineering 105

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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Trade Brains

OCTOBER 14, 2023

Best Stock Market Books in Hindi : All beginners enter the stock market intending to make huge profits from the stock market. or Worried about where to find the best stock market books in Hindi ? This book mainly focuses on introducing various classes of assets to the readers including, shares, bonds, derivatives, Mutual Funds, etc.,

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Marketing Marketing Risk Management Investing 64

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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Abnormal Returns

FEBRUARY 2, 2024

open.spotify.com) Finance Cameron Passmore and Benjamin Felix talk with Morgan Housel about his new book "Same as Ever: A Guide to What Never Changes." rationalreminder.libsyn.com) Ted Seides talks portfolio construction with Raphael Arndt is the CEO of the Future Fund.

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The Big Picture

APRIL 26, 2024

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 has put together an enviable track record of analyzing when risk is low or high, and how investors should be positioning their portfolios.

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Dear Mr. Market

OCTOBER 11, 2022

In a year where the stock market has provided zero safe places to hide…you may have changed, the markets certainly have, but one thing has not; the Permanent Portfolio. If you didn’t hit the embedded article links above, the Permanent Portfolio is pretty simple at face value. 25% Long-Term Bonds (deflation).

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Portfolio Assets Economics Marketing 59

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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Asset Allocation Financial Advising Media Assets 241

Validea

JUNE 22, 2023

In our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth’s Larry Swedroe. Larry has dedicated his career to educating investors and has written more books and articles than we can list in that pursuit.

Portfolio 52

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Validea

JUNE 22, 2023

In our latest episode of Show Us Your Portfolio, we speak with Buckingham Strategic Wealth’s Larry Swedroe. Larry has dedicated his career to educating investors and has written more books and articles than we can list in that pursuit.

Portfolio 52

Portfolio Education Assets Management 52

Trade Brains

OCTOBER 4, 2023

As of June 30, 2023, Quant Small Cap Fund Direct Plan-Growth had 8,075 Crores in assets under management (AUM), making it a medium-sized fund in its category. Price to Book Value (Rs) 12.25 Price to Book Value (Rs) 1.5 Price to Book Value (Rs) 1.26 Price to Book Value (Rs) 1.5 Price to Book Value (Rs) 4.2

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Portfolio Analysis Portfolio Electronics Engineering 105

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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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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Clever Girl Finance

OCTOBER 16, 2023

With all the resources online, it can be easy to overlook financial literacy books. However, books allow you time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about. That said, you can use some of the best finance books to achieve financial wellness.

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The Big Picture

JANUARY 26, 2024

This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. She discusses how her carrer in media branding and marketing was a perfect background for an online digital asset manager.

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Trade Brains

APRIL 3, 2023

Best Value Investing Books For Stock Market Investors: Hi there. Past few weeks, I’ve received dozens of emails regarding the suggestions on best value investing books. That’s why I decided to write this blog discussing my personal favourite value investing books which I highly recommend to my readers to read. And, I agree!!

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Investing Investments Valuation Education 98

The Big Picture

OCTOBER 28, 2023

LLP, which has more than $1 trillion in assets under management. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style. trillion in client assets. Wellington has been around for nearly a century and manages $1.4

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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

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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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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Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

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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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Financial Advising Portfolio Management Media Economics 248

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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Valuation Insurance Numbers Portfolio Management 297

Trade Brains

NOVEMBER 2, 2023

15,847 Cr worth of Assets Under Management (AUM) as of September 2023. Price to Book Value (Rs) 4.84 Price to Book Value (Rs) 8.99 Price to Book Value (Rs) 4.12 Price to Book Value (Rs) 5.59 It has a Rs. Axis Small Cap Fund Direct Growth has given a CAGR return of 24.82% since inception. Stock P/E (TTM) 27.92

Portfolio Analysis 64

Portfolio Analysis Portfolio Manufacturing Engineering 64

Trade Brains

OCTOBER 9, 2023

In order to invest in the sovereign wealth fund more aggressively and over a longer investment horizon in asset classes that offer better yields, the GIC was established in 1981. Shareholdings and portfolio as of June 30, 2023, for the GOVERNMENT OF SINGAPORE. Price to Book Value (Rs) 7.35 Price to Book Value (Rs) 14.62

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Portfolio Analysis Government Portfolio Healthcare 59

MainStreet Financial Planning

MARCH 2, 2023

I’ve been asked if there is a textbook we use, and as part of the required reading, we use a book that originally came out in 1975! My class uses this book to understand the history of the markets and theories such as the efficient market hypothesis, capital assets market theory and fundamental and technical analysis.

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Abnormal Returns

JULY 12, 2023

Podcasts Jeff Ptak and Christine Benz talk with William Bernstein about the update version of his book "The Four Pillars of Investing." stocks are enough for your portfolio. rogersplanning.blogspot.com) Five mistakes any investor can make including asset mis-location. etftrends.com) Peter Lazaroff on whether U.S.

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