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Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth
Season 1 Episode 119
This week we talk to Ritholtz Wealth CFO Bill Sweet. Bill has had a very unique career, which started serving our country in the military and also included a stint in his family's tax business prior …
Published on 4 years, 2 months ago
The Underappreciated Growth Story of Emerging Markets with Kevin Carter
Season 1 Episode 118
Value investors currently love emerging markets. Whether you look at projections from GMO or Research Affiliates or any of the other major firms who look at expected returns, you will see a much more…
Published on 4 years, 2 months ago
Worried About the Future of the 60-40 Portfolio? We Look at Some Alternatives
Season 1 Episode 117
The 60-40 portfolio has been a solid long-term performer for investors. It has worked in bull markets. It has also held up well in deflationary shocks. But with expected returns for both stocks and b…
Published on 4 years, 2 months ago
Balancing Return and Risk in Factor Investing with Harin de Silva
Season 1 Episode 116
Many factor investors tend to use similar approaches. You will typically see some value and momentum in their strategies. You will also likely see some quality, and maybe even some low volatility. Ou…
Published on 4 years, 2 months ago
Dispelling Myths in the Value vs. Growth Debate with GMO's Ben Inker
Season 1 Episode 115
After years of struggle, it seemed like the big rebound value investors had been waiting for was upon us in the wake of the 2020 bear market. But recent months have seen a return to the dominance of …
Published on 4 years, 3 months ago
Return Stacking with Corey Hoffstein and Rodrigo Gordillo
Season 1 Episode 114
With bonds yields near all time lows and stock valuations near all time highs, the future returns of the 60/40 portfolio don't look promising. This has led many investors to move up the risk curve in…
Published on 4 years, 3 months ago
Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant
Season 1 Episode 113
Our guest in this episode is Gregg Fisher of Quent Capital. Gregg was a pioneer in factor investing and the founder of Gerstein Fisher, which he grew to over $5 billion in assets before selling it in…
Published on 4 years, 3 months ago
The Elusive Definition of Quality
Season 1 Episode 112
Buying stocks of high quality companies is something investors are almost universally attracted to. But the details of how to define quality, and the reasons why it works can be more complicated to u…
Published on 4 years, 3 months ago
An In-Depth Look at Factor Valuation - And Which Factors Look Cheap Today
Season 1 Episode 111
Valuing factors can be a confusing process. Not only are there are different factors to look at, there are also many ways to define them and a variety of different approaches to look at their valuati…
Published on 4 years, 3 months ago
Investing in Quality Dividend Growers to Achieve Your "Freedom Day" With Ryan Krueger
Season 1 Episode 110
When many investors think about dividend investing they think about buying the highest yielding stocks. But investing in quality companies that are growing their dividends can in many ways be a super…
Published on 4 years, 3 months ago