At the Money: Using Volatility to Rebalance Portfolios

At the Money: Using Volatility to Rebalance Portfolios

The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. In this episode, Barry Ritholtz speaks to Liz Ann Sonders, Chief Investment Strategist and Managing Director at Schwab where she helps clients invest $8.5 Trillion in assets. Sonders observes that volatility is the norm, and investors should take advantage of swings to rebalance their portfolio. Or as she describes it, “add low, trim high.”

See omnystudio.com/listener for privacy information.

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At The Money: Investing in Freedom

At The Money: Investing in Freedom

The freest countries generate the best returns for investors. That is the thesis underlying the Freedom 100 EM Index ETF, and its proven itself over the past 1, 3, and 5 years. Perth Toll is the found...

25 Mars 15min

Introducing: Leaders with Francine Lacqua

Introducing: Leaders with Francine Lacqua

What makes a leader successful? Francine Lacqua interviews top CEOs and global industry leaders for candid lessons on leadership, management, and the future of work.See omnystudio.com/listener for pri...

24 Mars 1min

Conviction Investing: Masters in Business with Bill Miller IV

Conviction Investing: Masters in Business with Bill Miller IV

Barry speaks with Bill Miller IV, Chief Investment Officer and the Portfolio Manager for the Miller Value Fund about his start in investing. They discuss the rise of bitcoin, and how it may mirror tec...

20 Mars 58min

At The Money: Divorce Planning for the Ultra Wealthy

At The Money: Divorce Planning for the Ultra Wealthy

Divorce is difficult under the best of circumstances, but when the uber wealthy split up, the complexities and potential missteps are even greater. And it’s not just because there are a few extra zero...

18 Mars 18min

Risk and Reward with Marek Capital Co-Founder Matt Cherwin

Risk and Reward with Marek Capital Co-Founder Matt Cherwin

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm’s investment strategy, p...

13 Mars 59min

At The Money: Finding Alpha via Unique ETF Strategies

At The Money: Finding Alpha via Unique ETF Strategies

If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue alpha via quantitat...

11 Mars 20min

Franklin Templeton's Ed Perks on Fixed Income Investing

Franklin Templeton's Ed Perks on Fixed Income Investing

Barry speaks with Ed Perks, president of Franklin Advisers, Inc. and chief investment officer of Franklin Income Investors. They discuss income based investment compared to equities, and overall portf...

6 Mars 1h 1min

BONUS: Bill Gurley on Investing Early in Tech Disruptors & 'Runnin' Down a Dream'

BONUS: Bill Gurley on Investing Early in Tech Disruptors & 'Runnin' Down a Dream'

On this special bonus episode of Masters in Business, Barry speaks with Bill Gurley of Benchmark about his big bets investing early in now-common names like Uber, Zillow, OpenTable and others, plus hi...

4 Mars 1h 8min

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