Abnormal Returns

NOVEMBER 15, 2024

(capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments. ritholtz.com) Writing Tyler Cowen talks with novelist Neal Stephenson author of the new book "Polostan." fs.blog) Dan Lefkovitz and Christine Benz talk muni bonds with Jim Murphy and Charlie Hill of T.

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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.

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Valuation Insurance Numbers Portfolio Management 306

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

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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Portfolio Management Management Numbers Portfolio 272

A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investments 102

Investments Investing Portfolio Management Valuation 102

Wealth Management

JUNE 20, 2025

Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.

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Wealth Management Management Financial Advisor Estate Planning 135

A Wealth of Common Sense

FEBRUARY 20, 2023

Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses.

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Investments Investing Portfolio Management Portfolio 100

The Big Picture

OCTOBER 4, 2024

Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a Portfolio Manager at Citadel. We discuss the launch of Cutter Capital and how he managed to combine a love for genetics and business into a successful career. He also received a Ph.D.

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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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Portfolio Management Portfolio Management Investing 245

Abnormal Returns

MARCH 15, 2024

freakonomics.com) Innovation Cameron Passmore and Justin Carbonneau talk with Adam Alter, whose new book "Anatomy of a Breakthrough: How to Get Unstuck When It Matters Most." podcasts.apple.com) Finance Patrick O'Shaughnessy talks with Anne-Marie Peterson who is an equity portfolio manager at Capital Group.

Portfolio Management 260

Portfolio Management Portfolio Clients Investments 260

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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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.

Asset Allocation 98

Asset Allocation Portfolio Management Investments Investing 98

Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

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Financial Advisor Investments Investing Financial Advice 246

The Big Picture

FEBRUARY 5, 2025

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? If I recall, Greg Zuckerman’s book on Jim Simons. The news stories.

Taxes 147

Taxes Portfolio Management Investments 147

A Wealth of Common Sense

APRIL 17, 2023

Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors.

Portfolio Management 103

Portfolio Management Accounting Portfolio Management 103

A Wealth of Common Sense

JULY 9, 2024

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital’s Credit Opportunities Strategy to discuss investing in high-yield credit.

Portfolio Management 100

Portfolio Management Portfolio Marketing Marketing 100

A Wealth of Common Sense

JANUARY 16, 2023

On today’s show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck See here for more information and FAQs on the Fallen Angel ETF On today’s show, we discuss: How the fallen angel idea came about How the risk of default calculations work What happens to a bond when it transitions from investment grade to (..)

Investments 98

Investments Investing Portfolio Management Portfolio 98

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.

Portfolio Management 98

Portfolio Management Portfolio Assets Investing 98

A Wealth of Common Sense

AUGUST 7, 2023

Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund.

Portfolio 98

Portfolio Portfolio Management Management Investing 98

A Wealth of Common Sense

AUGUST 14, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

Portfolio Management 98

Portfolio Management Valuation Portfolio Investing 98

A Wealth of Common Sense

NOVEMBER 28, 2022

Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for disclosure information On today’s show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss covered call strategies in today’s (..)

Portfolio Management 98

Portfolio Management Accounting Portfolio Management 98

The Big Picture

AUGUST 9, 2024

Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

A Wealth of Common Sense

JUNE 10, 2024

Today’s Talk Your Book is sponsored by Franklin Templeton On today’s show, we spoke with Chris Floyd, VP and Portfolio Manager for Franklin Templeton Investment Solutions to discuss the Franklin US Low Volatility High Dividend Index ETF On today’s show, we discuss: How rates affect dividend payers Fund-specific rules and objectives (..)

Portfolio Management 100

Portfolio Management Portfolio Management Investing 100

The Big Picture

MARCH 1, 2024

He also serves as chairman of Magnetar’s investment committee and as a member of its management committee. Prior to joining Citadel, he focused on convertible securities, merger arbitrage and special situations portfolios at Koch Industries Inc. They manage $16.8

Portfolio Management 182

Portfolio Management Portfolio Management Investing 182

The Irrelevant Investor

FEBRUARY 19, 2023

Today’s Talk Your Book is brought to you by Jensen Investment Management: We had Kevin Walkush, Portfolio Manager at Jensen Investment Management on the show to discuss investing in quality businesses.

Investments 73

Investments Investing Portfolio Management Portfolio 73

The Irrelevant Investor

FEBRUARY 25, 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. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

Asset Allocation 72

Asset Allocation Investments Investing Portfolio Management 72

The Irrelevant Investor

JANUARY 15, 2023

The post Talk Your Book: Investing in Fallen Angels appeared first on The Irrelevant Investor.

Investments 75

Investments Investing Portfolio Management Portfolio 75

The Big Picture

MAY 31, 2024

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss several of the new ETFs the firm has launched that are different than the typical ETF or mutual fund A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Asset Allocation 189

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

Investments 162

Investments Investing Portfolio Valuation 162

Abnormal Returns

SEPTEMBER 9, 2022

(newcomer.co) Finance Frederick Geischen talks learning and mindset with Alix Pasquet III who is the Managing Partner and portfolio manager at hedge fund Prime Macaya. neckar.substack.com) Christine Benz and Jeff Ptak talk with Sarah Ketterer, CEO of Causeway Capital Management, about value investing.

Startup 190

Startup Portfolio Management Management Portfolio 190

The Irrelevant Investor

APRIL 16, 2023

Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for Haruki’s year-end letter to investors.

Portfolio Management 83

Portfolio Management Accounting Portfolio Management 83

The Big Picture

DECEMBER 9, 2023

 This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. He observes that when you make investing mistakes, “ You’ve got to be cruel to yourself so you don’t do it again.”

Management 195

Management Portfolio Management Investing Investments 195

The Irrelevant Investor

AUGUST 6, 2023

Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund. The post Talk Your Book: Compounding with Concentrated Portfolios appeared first on The Irrelevant Investor.

Portfolio 79

Portfolio Portfolio Management Management Investing 79

The Big Picture

MAY 17, 2024

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies.

Banking 173

Banking Asset Allocation Portfolio Management Assets 173

The Big Picture

MARCH 25, 2023

This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.

Portfolio Management 182

Portfolio Management Management Assets Portfolio 182

The Big Picture

DECEMBER 16, 2023

This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners. 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.

Portfolio Management 173

Portfolio Management Portfolio Assets Management 173

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 wants Betterment to be the Millenial and Gen Z brand in wealth management the same way Schwab and Fidelity were to her parent’s generation.

Wealth Management 173

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