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. The post Talk Your Book: Hidden Pricing Power appeared first on The Irrelevant Investor.

Portfolio Management 85

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The Irrelevant Investor

AUGUST 13, 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. The post Talk Your Book: Large Cap Alpha appeared first on The Irrelevant Investor.

Portfolio Management 72

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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.

Asset Allocation 184

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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 70

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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 72

Portfolio Management Valuation Portfolio Investing 72

The Irrelevant Investor

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors. The post Talk Your Book: Portfolio Premortem appeared first on The Irrelevant Investor.

Portfolio 84

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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 77

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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.

Investing 84

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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. The post Talk Your Book: Investing in Quality Growth appeared first on The Irrelevant Investor.

Investing 75

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A Wealth of Common Sense

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors.

Portfolio 80

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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 81

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The Big Picture

MAY 17, 2024

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. His podcast is “ The Sherman Show.”

Banking 167

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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.

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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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The Irrelevant Investor

NOVEMBER 27, 2022

The post Talk Your Book: The Buy-Write Strategy appeared first on The Irrelevant Investor.

Portfolio Management 75

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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. joincolossus.com) William Green talks with hedge fund manager Christopher Begg.

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The Big Picture

FEBRUARY 2, 2024

He manages the focused quality fund and its new Quality ETF, and is the portfolio manager for quality strategies. Hancock is also portfolio manager for GMO’s Quality Strategies, including the Quality Fund MF ( GQETX ); that fund manages >8$ billion dollars and over the past 20 years, has returned 13.6%

Portfolio Management 157

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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.

Portfolio Management 225

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The Irrelevant Investor

JANUARY 15, 2023

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

Investing 76

Investing Investments Portfolio Management Portfolio 76

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

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

NOVEMBER 30, 2023

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

Financial Advising 239

Financial Advising Portfolio Management Media Economics 239

The Big Picture

JANUARY 26, 2024

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. A list of her favorite books is here; A transcript of our conversation is available here Tuesday. He is the portfolio manager for the Quality Fund ( GQETX ).

Wealth Management 167

Wealth Management Media Portfolio Management Retail 167

The Big Picture

DECEMBER 16, 2023

Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. They seek out the best and worst stocks in various sectors to run a long short portfolio. A list of his favorite books is here ; A transcript of our conversation is available here next week.

Portfolio Management 167

Portfolio Management Portfolio Assets Management 167

The Big Picture

OCTOBER 22, 2022

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. Marta Norton Favorite Books.

Management 225

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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.

Portfolio Management 198

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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 (..)

Investing 76

Investing Investments Portfolio Management Portfolio 76

The Irrelevant Investor

JUNE 12, 2022

Today’s Animal Spirits is brought to you by Jensen Investment Management: We had Allen Bond, Portfolio Manager and Head of Research at Jensen Investment Management on the show to talk about investing using the quality factor. Check out our t-shirts, stickers, coffee mugs, and other swag here.

Portfolio Management 52

Portfolio Management Management Portfolio Investing 52

The Big Picture

FEBRUARY 16, 2024

A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. He also serves as Senior Portfolio Manager for all long equity strategies and is a member of Morgan Stanley Wealth Management’s Global Investment Committee. He describes that as a turning point in the banking crisis.

Banking 157

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The Irrelevant Investor

MAY 15, 2022

Today’s Animal Spirits is brought to you by KraneShares ETFs: We had Roger Mortimer, Portfolio Manager of KraneShares Global Carbon Transformation ETF on the show to talk about the clean energy transition. Check out our t-shirts, stickers, coffee mugs, and other swag here.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Abnormal Returns

DECEMBER 1, 2023

myworstinvestmentever.com) Justin Carboneau and Jack Forehand talk with Joel Tillinghast the long-tenured portfolio manager of the Fidelity Low-Priced Stock Fund. open.spotify.com) Marc Maron talks comedy with Jesse David Fox, author of "Comedy Book." artofmanliness.com) Maya Shankar talks psychedelics with Michael Pollan.

Investing 215

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Abnormal Returns

JULY 21, 2023

(podcasts.apple.com) Patrick O'Shaughnessy talks with Josh Kushner, founder and managing partner of VC firm Thrive Capital. joincolossus.com) Finance Ted Seides talks with THE Seth Klarman, CEO and Portfolio Manager of The Baupost Group. ritholtz.com) Jeff Malec talks with Jerry Parker about launching an ETF.

Startup 221

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Abnormal Returns

JANUARY 20, 2023

bloomberg.com) Howard Lindzon talks with Pranav Kanade who is the Portfolio Manager of VanEck Digital Assets Alpha Fund. podcasts.apple.com) Rick Rubin Tim Ferriss talks with Rick Rubin author of the new book "The Creative Act: A Way of Being." tim.blog) Anderson Cooper talks with Rick Rubin on 60 Minutes.

Advertising 203

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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 176

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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

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The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy.

Management 176

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The Big Picture

DECEMBER 9, 2023

.” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

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