Abnormal Returns

MARCH 10, 2024

It is investing big in the future. wsj.com) Strategy Ben Carlson, "Our emotions are rigged, not the stock market." newsletter.abnormalreturns.com) Mixed media How demographics rules everything around us. Markets FANG stock skeptics were wrong. morningstar.com) Nvidia ($NVDA) is not sitting on its laurels. So is their impact.

Financial Advising 170

Financial Advising Media Economy Economics 170

Abnormal Returns

NOVEMBER 29, 2023

Strategy It can take awhile for investors to come around to a bull market. ft.com) Charlie Munger Charlie Munger taught us how to think, not just about investing. Think what a blessing that would be for us all." ritholtz.com) It's hard to be a pessimistic long-term investor.

Financial Advising 237

Financial Advising Media Economy Economics 237

Abnormal Returns

NOVEMBER 27, 2023

Strategy Why market timing is so difficult. bloomberg.com) How a co-founder of WhatsApp is investing his money these days. bloomberg.com) The US is poised to extract more oil and gas in 2023 than any previous year. ritholtz.com) Diversification is easy in theory, difficult in practice.

Financial Advising 245

Financial Advising Media Economy Banking 245

Abnormal Returns

APRIL 5, 2024

mebfaber.com) Joe Weisenthal and Tracy Alloway talk with Savita Subramanian, head of US equity strategy at Bank of America. joincolossus.com) Jack Forehand and Justin Carbonneau talk with Tobias Carlisle about the case for value investing.

Economy 226

Economy Economics Management Banking 226

Nerd's Eye View

DECEMBER 28, 2023

Throughout history, there has been an age-old question of the difference between an investment and an expense. What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment? But what if there was an alternative path? activities.

Investing 176

Investing Investments Communication Education 176

The Big Picture

MAY 5, 2023

Wall Street Journal ) see also The 10 Greatest US Investors and the Virtues That Made Them : There can be few fields of human endeavor in which history counts for so little as in the world of finance. Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations.

Startup 359

Startup Wealth Management Assets Valuation 359

Abnormal Returns

NOVEMBER 6, 2023

quantifiableedges.com) Strategy Failure is inevitable when it comes to investing. econbrowser.com) Global economic growth numbers don't tell us much. (tker.co) By these measures, small cap stocks are cheap. morningstar.com) What happens historically after a Zweig Breadth Thrust? wsj.com) It's been a long time coming.

Financial Advising 213

Financial Advising Media Economy Economics 213

Abnormal Returns

JULY 5, 2023

allstarcharts.com) Strategy Six signs to help you avoid 'value traps.' brklyninvestor.com) Finance If ESG investing can be restricted, then so can religious-focused funds. businessinsider.com) Economy Consumer inflation expectations don't tell us all that much. abnormalreturns.com) Research links: today's investment practices.

Financial Advising 186

Financial Advising Manufacturing Media Economy 186

The Irrelevant Investor

FEBRUARY 4, 2024

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us insight into their infrastructure strategy.

Investing 84

Investing Investments 84

The Big Picture

SEPTEMBER 26, 2022

If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy. Because Fed officials are literally telling us this every time they speak. Share prices continue to plunge, denting a strategy that soared in popularity over the past decade. That’s not the case anymore.

Engineering 290

Engineering Economy Manufacturing Retirement 290

Abnormal Returns

JUNE 16, 2023

defector.com) What the 'If Books Could Kill' podcast tells us about culture and the books business. peterlazaroff.com) Quant Jeff Malec talks trend following and strategy replication with Corey Hoffstein. morningstar.com) Stephen Dubner talks with Kelly Shue of Yale about whether ESG investing actually works.

Portfolio Management 198

Portfolio Management Portfolio Management Investing 198

Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

Investing 105

Investing Investments Risk Tolerance Asset Allocation 105

Abnormal Returns

SEPTEMBER 14, 2023

wsj.com) Strategy Bull markets have four distinct stages. ritholtz.com) On the power of keeping an investing journal. rationalwalk.com) What the life of Napoleon can teach us about investing. tonyisola.com) Investing inspiration from 'blue zone' habits. blog.validea.com) Great investors have a checklist.

Financial Advising 246

Financial Advising Advertising Economy Valuation 246

The Big Picture

JANUARY 3, 2024

At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.

Investing 180

Investing Investments Assets Numbers 180

Abnormal Returns

JULY 31, 2022

ritholtz.com) What new lows tell us about the state of the bear market. ofdollarsanddata.com) Home renovations are not a great investment. humbledollar.com) Stop chasing some 'holy grail' investing strategy. (humbledollar.com) It's hard to imagine a severe recession at this point.

Investing 159

Investing Investments Marketing Marketing 159

The Big Picture

MARCH 18, 2023

The Atlantic ) • Tech’s very bad year, in numbers : Reduced investment and large-scale layoffs have created dark times for tech globally. Chronicle of Higher Education ) • What Broken Windows Theory Can Teach Us : Now The discredited policing philosophy got one thing right: It isn’t crime that makes people feel unsafe.

Banking 288

Banking Economics Education Management 288

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. Before joining Betterment, Kirshbaum Levy was chief operating officer of Viacom Media Networks, where she oversaw global strategy, finance and operations.

Wealth Management 158

Wealth Management Media Portfolio Management Retail 158

A Wealth of Common Sense

FEBRUARY 5, 2024

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us insight into their infrastructure strategy.

Investing 70

Investing Investments 70

The Big Picture

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. The person who heads their focus and quality strategies, this gentleman named Tom Hancock. And so the average investor is unaware of them.

Valuation 130

Valuation Investing Investments Assets 130

Abnormal Returns

JANUARY 27, 2023

Strategy The investment landscape has completely transformed in the past century. awealthofcommonsense.com) 2022 shows that every portfolio strategy comes under pressure. novelinvestor.com) The stock market is constantly providing us 'instant feedback' much to our detriment.

Financial Advising 201

Financial Advising Distribution Valuation Media 201

Abnormal Returns

MAY 2, 2023

econbrowser.com) What the March JOLTS report tells us about the coming employment report. bonddad.blogspot.com) Earlier on Abnormal Returns Research links: effective ETF strategies. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns.

Financial Advising 225

Financial Advising Media Economy Accounting 225

The Big Picture

FEBRUARY 16, 2024

Previously, he was chief US economist at Goldman Sachs (the firm’s first) as well as a partner and managing director. Be sure to check out our Masters in Business next week with Andrew Slimmon , Managing Director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team.

Wealth Management 150

Wealth Management Banking Portfolio Management Management 150

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Financial Planning 217

Financial Planning Risk Tolerance Retirement Planning Planning 217

The Big Picture

MARCH 21, 2023

TRB ) • Before Collapse of Silicon Valley Bank, the Fed Spotted Big Problems : The bank was using an incorrect model as it assessed its own risks amid rising interest rates, and spent much of 2022 under a supervisory review. ( Many of us believe in the power of giving to create meaningful change.

Banking 275

Banking Investing Investments Management 275

Abnormal Returns

APRIL 19, 2023

Strategy Five real investing lessons from Warren Buffett's career. barrons.com) Economy The price of one-year CDS on US Treasuries have spiked due to debt limit drama. realreturns.blog) The 60/40 portfolio never went away. ritholtz.com) Is gold worth the headache? savantwealth.com) Know what you own.

Financial Advising 186

Financial Advising Startup Banking Media 186

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Retirement 207

Retirement Planning Financial Planning Risk Tolerance 207

The Big Picture

AUGUST 24, 2022

When it comes to integrating data with investing insights, no one is better than Ben Carlson. Price contains information, unless it doesn’t : Stated more precisely, our attempts to interpret price action can easily lead us astray. Hence, investment strategies must constantly evolve.

Investing 318

Investing Investments Marketing Marketing 318

The Big Picture

OCTOBER 20, 2023

Washington Post ) • BYD: The top electric car maker that is not Tesla : BYD is now ahead of Tesla in quarterly production – and second to the US car maker in global sales. The Trusted 60-40 Investing Strategy Just Had Its Worst Year in Generations Source: Wall Street Journal Sign up for our reads-only mailing list here.

Startup 256

Startup Insurance Sales Marketing 256

Validea

FEBRUARY 29, 2024

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio. Audio Platforms Watch on YouTube The post Show Us Your Portfolio: Bob Elliott 🔍 appeared first on Validea's Guru Investor Blog.

Portfolio 52

Portfolio Management Investing Investments 52

Random Roger's Retirement Planning

APRIL 22, 2024

Basically, I'm willing to dig into just about anything that does something that might be a little different or have its own take on a strategy that interests me. This brings us to the ABR 75/25 Volatility Fund (VOLSX). Based on the pie chart, it looks more like a multi-asset fund than a volatility-centric alternative strategy.

Portfolio 81

Portfolio Asset Allocation Assets Management 81

Million Dollar Round Table (MDRT)

OCTOBER 5, 2023

I like to use phrases that establish expectations and help set up the discussion, such as, “Over a typical 10-year period based on investment returns, you’re going to love us twice, hate us twice and be indifferent to us six times.

Retirement 88

Retirement Clients CFP Assets 88

Validea

JANUARY 25, 2024

In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the investing process.

Portfolio 52

Portfolio Asset Allocation Financial Advisor Assets 52

XY Planning Network

NOVEMBER 27, 2023

October ended with the S&P 500, Russell 3000, MSCI World Ex USA, MSCI Emerging Markets, and DJ Global Select REIT in the negative for 1-month and 3-month periods, so some clients will certainly be ready for us to answer the question, “What is it this time?”

Risk Tolerance 90

Risk Tolerance Financial Advisor Investing Investments 90

NAIFA Advisor Today

APRIL 12, 2024

Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals. Strategies for aligning different types of financial assets with your estate plan. Don't miss out on this session for enhancing your financial strategy.

Estate Planning 52

Estate Planning Planning Financial Planning Assets 52

Carson Wealth

MARCH 28, 2024

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. But at some point, most of us need to graduate from the DIY approach and seek advice from a retirement planning professional. Or maybe your favorite podcaster is pushing some “sure-fire” investment.

Retirement Planning 142

Retirement Planning Retirement Planning Taxes 142

Validea

FEBRUARY 19, 2024

In our Show Us Your Portfolio series, we have take a deep dive into the investment strategies of many great investors. But one thing we noticed was missing from those episodes was how that strategy intersects with our guests’ mission in life.

Portfolio 52

Portfolio Investing Investments Financial Planner 52

Carson Wealth

APRIL 25, 2024

Debt management: Develop a strategy to pay off existing debts efficiently, minimizing interest costs. Investment strategy: Determine asset allocation and investment vehicles aligned with risk tolerance and financial goals. A Financial Advisor Can Help None of us knows what the future holds. January 24, 2024.

Financial Planning 52

Financial Planning Planning Retirement Insurance Coverage 52