ATM: Using Volatility to Rebalance Portfolios
The Big Picture
by Barry Ritholtz
17h ago
     At The Money: with Liz Ann Sonders, CIO Schwab (March 27, 2024) The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. With high volatility the norm, investors should take advantage of swings to rebalance their portfolios. Or as Liz Ann Sonders describes it, “add low, trim high.” Full transcript below. ~~~ About this week’s guest: Liz Ann Sonders is Chief Investment Strategist and Managing Director at Schwab, where she helps clients invest $8.5 Trillion in assets. For more info, see ..read more
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Transcript: Liz Ann Sonders, Schwab
The Big Picture
by Barry Ritholtz
2d ago
    The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz: This week on the podcast, what can I say? I have the delightful Liz Ann Sonders on. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. The fi ..read more
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10 Weekend Reads
The Big Picture
by Barry Ritholtz
5d ago
Billionaires know they are. Low-wage workers are very well aware that they aren’t. But vast swaths of America’s “regular rich” don’t feel that way, and it’s keeping everybody down. https://www.bloomberg.com/graphics/2023-are-you-rich-best-cities-to-live-salary/ via Bloomberg. Electric Boogie Woogie Wagon https://thebaffler.com/latest/electric-boogie-woogie-wagon-albert 17 astounding scientific mysteries that researchers can’t yet solve What is the universe made out of? How should we define death? Where did dogs come from? And more! https://www.vox.com/unexplainable/24094267/17-scientific-myste ..read more
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MiB: Liz Ann Sonders, Schwab Chief Investment Strategist
The Big Picture
by Barry Ritholtz
6d ago
  This week, we speak with Liz Ann Sonders, managing director and chief investment strategist at Charles Schwab & Co, with $8.5 trillion on its platforms. She has been named best market strategist by Kiplinger Personal Finance and one of SmartMoney magazine’s Power 30. She has also been named to Barron’s 100 Most Influential Women in Finance. She discusses how she began her career at Avatar Associates working with the legendary Marty Zweig. She discusses the impact of sentiment, both attitudinally and behaviorally. much of which she learned from Zweig. Sonders explains her job as “Rea ..read more
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At the Money: Benefits of Quantitative Investing
The Big Picture
by Barry Ritholtz
1w ago
    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. Full transcript below. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public. For more info, see: Persona ..read more
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Do Magazine Covers Contain Market Signals?
The Big Picture
by Barry Ritholtz
1w ago
  There has been a lot of chatter about magazine covers lately; We can clarify some of that with this post (originally published in Bloomberg on December 27, 2017), along with commentary from Ben and Josh addressing the same issue. The key takeaway: The value of the signal here is just about zero.     The 2017 Barron’s cover (above) showing Apple’s extravagant new headquarters and suggesting that the company’s market value would reach $1 trillion in 2018 generated some chatter from the usual suspects. An issue like this touches on several previously debunked ideas. Let’s use th ..read more
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10 Sunday Reads
The Big Picture
by Barry Ritholtz
1w ago
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: •  Loro Piana’s $9,000 Sweaters Rely on Unpaid Farmers in Peru: Thirty years of providing the world’s finest wool to the fashion house Loro Piana has done almost nothing for the Indigenous people of the Peruvian Andes. (Bloomberg) • For-profit nursing homes are cutting corners on safety and draining resources with financial shenanigans − especially at midsize chains that dodge public scrutiny. The care at Landmark of Louisville Rehabilitation and Nursing was abysmal when state inspectors filed th ..read more
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10 Weekend Reads
The Big Picture
by Barry Ritholtz
1w ago
The weekend is here! Pour yourself a mug of  coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • How a Physics Whiz Made a Fortune Betting on Nature’s Catastrophes: John Seo used his scientific knowledge to develop a winning formula for trading catastrophe bonds — a market that’s booming thanks to climate change and inflation. (Bloomberg Green) • How neuroscience can help you make tough decisions – with no regrets: Most people are too risk-averse when it comes to life’s biggest choices. Learning how to overcome the cognitive biases at play can help you make ..read more
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U.S. population distribution, 1975-2050
The Big Picture
by Barry Ritholtz
1w ago
  We sometimes say “Demographics is Destiny,” but that’s abstract. To get a visual sense of what that looks like, see the above chart (via Blackrock) showing the distribution of various age groups from 2075 to 2050. Note bars in Red are not in the workforce.   The post U.S. population distribution, 1975-2050 appeared first on The Big Picture ..read more
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MiB: Mark Wiedman, Blackrock’s Head of Global Client Business
The Big Picture
by Barry Ritholtz
2w ago
     This week, we speak with Mark Wiedman, head of global client business at investing giant Blackrock. We discuss the debate brewing inside the world’s largest asset manager over how quickly artificial intelligence will transform the economy, and the opportunities in decarbonization. He joined the firm in 2004 to help start the Financial Markets Advisory business. He ran Blackrock’s iShares & Index Investments from 2011-19, an era where Blackrock’s assets scaled up to 8 trillion dollars, nearly half of which was its index and ETF business. Previously, he served as senior advis ..read more
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