The Big Picture

JANUARY 2, 2025

The best films, books, and music releases are unknown in advance. In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs.

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The Big Picture

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He’s published 21 books. It’s only a hundred pages and it distills 60 years of investing women wisdom into a very, very short read. I found the book excellent.

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Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. To minimize regulatory concerns regarding the reasonableness of advisory fees, firms can establish internal standards for service-related recordkeeping.

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The Big Picture

MARCH 20, 2025

I know, I know, I am torturing you with book stuff. “From the introduction right on through the final page, Ritholtz is clear that his book is designed to reduce mistakes your mistakes with money. Put another way, Ritholtz is fun.

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The Big Picture

APRIL 28, 2025

Nick Maggiullis book Just Keep Buying makes this case very persuasively. The risk is that if and when the trend changes, some traders will be slow to adapt; investors may get discouraged when they learn that investing for the “long term” isn’t measured in months or quarters, but in decades.

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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. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

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The Big Picture

FEBRUARY 7, 2025

On this episode, we discuss his path through finance, his new book “ The 5 Types of Wealth ,” and what it truly takes to live a healthier, wealthier life. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments.

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The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Marta Norton Favorite Books. TARA: There Are Reasonable Alternative.

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The Big Picture

MARCH 10, 2025

David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. But let’s set aside markets and investing strategies entirely.

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The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

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Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. apolloacademy.com) Earlier on Abnormal Returns Adviser links: durable portfolios. ft.com) Dating apps are leveraging AI.

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The Big Picture

MAY 16, 2025

This week, I speak with John Montgomery , CEO, Founder and Portfolio Manager of Bridgeway Capital Management. His responsibilities include the firms strategic direction, investment management and risk oversight, portfolio management, and mentoring.

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Abnormal Returns

DECEMBER 25, 2024

Podcasts Christine Benz talks with Daniel Crosby about his new book "The Soul of Wealth: 50 Reflections on Money and Meaning." morningstar.com) Investing Three easy ways to simplify your portfolio. morningstar.com) Boring is always appropriate when it comes to investing resolutions.

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Abnormal Returns

NOVEMBER 29, 2024

mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. abnormalreturns.com) Personal finance links: a boring portfolio. Markets A look at the best performing stocks of the past 20 years. Well, you should.

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Abnormal Returns

DECEMBER 1, 2023

ritholtz.com) Andrew Stotz talks with Larry Swedroe why a great company does not always make a great investment. myworstinvestmentever.com) Justin Carboneau and Jack Forehand talk with Joel Tillinghast the long-tenured portfolio manager of the Fidelity Low-Priced Stock Fund. wtfpod.com)

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A Wealth of Common Sense

MARCH 3, 2025

Today’s Talk Your Book is brought to you by Halo Investing: See here for more information on Halo’s structured product suite On today’s show, we discuss: The difference between buffered ETFs and structured notes Understanding structured note investing Halo’s structured note SMAs Using structured notes as an insurance policy (..)

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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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Abnormal Returns

JANUARY 5, 2025

noahpinion.blog) The proposed Strive Bitcoin Bond ETF will invest in the debt of companies buying Bitcoin. riabiz.com) Portfolio simplicity keeps paying off. contessacapitaladvisors.com) 25 of the best nonfiction books of 2024 including "Supercommunicators: How to Unlock the Secret Language of Connection" by Charles Duhigg.

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The Big Picture

JANUARY 15, 2025

What percentage of your portfolio should be allocated? Full transcript below. ~~~ About this week’s guest: Ted Seides is founder and CIO of Capital Allocators , and learned about alts working under the legendary David Swensen at the Yale University Investments Office. So, Ted, let’s start with the basics.

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The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios.

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Abnormal Returns

DECEMBER 18, 2024

ritholtz.com) Investing How to deal with a stock market at or near all-time highs. barrons.com) Don't let bad energy ruin your portfolio. tonyisola.com) Aging 10 steps to prepare financially for retirement, including 'Design a retirement paycheck.' (humbledollar.com) Letting go Success in life, and investing, means letting stuff go.

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The Big Picture

FEBRUARY 5, 2025

What percentage of your portfolio should be allocated? He learned about alts working under the legendary David Swensen at the Yale University Investments Office. His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. Is this the right investment vehicle for me? Why hedge funds?

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The Big Picture

JUNE 24, 2023

This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years.

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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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Abnormal Returns

MARCH 4, 2025

Skew Why investors avoid positive-skew investment strategies. rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. noahpinion.blog) Asset growth High investment has historically led to disappointing future returns. morningstar.com) Research The 2025 Global Investment Yearbook is here.

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The Big Picture

MAY 21, 2025

This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” A fallible human being publishing their uninformed opinion in print should never be the basis for making any intelligent investment decision. billion per month. and the Nasdaq 100 of -15.9%.

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Abnormal Returns

FEBRUARY 18, 2024

abnormalreturns.com) There is no holy grail in investing. abnormalreturns.com) Top clicks this week A look at five new finance books including "The Trading Game" by Gary Stevenson. apolloacademy.com) Do you really need a separate allocation to real estate in your portfolio? axios.com) Why you should diversify internationally.

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The Big Picture

FEBRUARY 28, 2024

 At the Money: Woke Investing vs. Values-Based Investing Meir Statman, February 28, 2024  There’s been criticism of what some call “Woke Investing.” But “Value-based investing” is more politically agnostic than its critics realize. We know investors seek expressive benefits from their portfolios.

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The Big Picture

JANUARY 14, 2023

This week, we speak with Jennifer Grancio, the chief executive officer of impact investment group Engine No. She explains why so much of ESG portfolio is misguided — instead of focusing on driving good outcomes, some ESG proponents are more concerned with negative screening. VOTE invests in a portfolio of the 500 largest U.S.

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Abnormal Returns

NOVEMBER 29, 2023

Podcasts Christine Benz and Jeff Ptak talk with Tiffany Aliche, author of the new book "Made Whole: The Practical Guide to Reaching Your Financial Goals." cnbc.com) A Q&A with Morgan Housel author of the new book, "Same as Ever: A Guide To What Never Changes." humbledollar.com) Investing When you invest is more important than how.

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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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The Big Picture

OCTOBER 24, 2024

Probability Distribution of the next decade in S&P 500 returns (according to GS) Source: Goldman Sachs Investment Research My colleague Ben Carlson buried the lede when he did an examination of all rolling 10-year periods going back to 1925. its the 75th anniversary of the book’s initial release.) stocks returning 7.8%

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Abnormal Returns

MARCH 14, 2024

Books An excerpt from Abigail Shrier’s new book, “Bad Therapy: Why the Kids Aren’t Growing Up.” gq.com) Investing Fermat Capital Management owns the world's largest portfolio catastrophe bonds. bloomberg.com) Investment factors are a big business. So the models (and data) used matter.

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The Big Picture

OCTOBER 30, 2024

Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. He is the author of shareholder yield, a better approach to dividend investing just out in its second edition this week.

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Abnormal Returns

JUNE 16, 2023

defector.com) What the 'If Books Could Kill' podcast tells us about culture and the books business. theinvestorspodcast.com) Corey Hoffstein talks with Michele Aghassi, principal at AQR Capital Management, about portfolio optimization and factor investing. The biz Pew Research on the state of podcasting in the U.S.

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The Big Picture

AUGUST 12, 2023

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. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

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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. podcasts.apple.com) Frederick Geischen talks with Jared Dillian about his new book "Those Bastards."

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