At the Money: Building A Concentrated Portfolio

At the Money: Building A Concentrated Portfolio

Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? Andrew Slimmon, Managing Director at Morgan Stanley Investment Management, speaks with Barry Ritholtz about the advantages of concentrated portfolios. If you want to own active funds, then make sure they differ their benchmarks and truly are active.

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Episoder(715)

Masters in Business: Yale Professor Robert Shiller (Audio)

Masters in Business: Yale Professor Robert Shiller (Audio)

Nov. 22 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Robert J. Shiller, Sterling Professor of Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He was awarded the Nobel Prize in Economic Sciences in 2013. They discuss Real Estate investments. This commentary aired on Bloomberg Radio.\u0010\u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)See omnystudio.com/listener for privacy information.

22 Nov 20141h 8min

Masters in Business: Altegris Group CIO Jack Rivkin (Audio)

Masters in Business: Altegris Group CIO Jack Rivkin (Audio)

Nov. 15 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Jack Rivkin, Chief Investment Officer of Altegris Advisors, LLC. They discuss the Harvard Business School Case studies. This commentary aired on Bloomberg Radio.\u0010\u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)See omnystudio.com/listener for privacy information.

15 Nov 20141h 32min

Masters in Business: Dallas Mavericks Mark Cuban (Audio)

Masters in Business: Dallas Mavericks Mark Cuban (Audio)

Nov. 8 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Mark Cuban, owner of Dallas Mavericks, co-founder of Broadcast.com, and regular on ABC’s Shark Tank. They discuss modern day entrepreneurship. This commentary aired on Bloomberg Radio.\u0010\u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)See omnystudio.com/listener for privacy information.

8 Nov 20141h 36min

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