TDI Podcast: How Not To Invest (#923)
Explicit content warning
06/01/25 • 84 min
The tariff saga continues – we got the The TACO trade and the courts now.
The Big Beautiful Bill – in jeopardy.
May was a jolly good month – equities ripped higher.
Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country’s fastest-growing financial planning and asset management firms. Named ETF Investor of the Year and one of the Financial Times’ top 300 firms, RWM manages over $5 billion for 3,900 families.
Called the “blogfather” for creating The Big Picture, one of the first market weblogs, the site covers everything related to investing. Since its launch in in the very early 2000’s, its mix of behavioral finance and data analysis has attracted nearly 300 million visitors.
Barry is also the creator and host of Masters in Business, the longest-running and most popular podcast on Bloomberg Radio. His book, Bailout Nation, was named one of the Best Business Books of the Year, selected as the Investment Book of the Year, and awarded a First Amendment Award for Outstanding Journalism.
How Not To Invest – The ideas, numbers, and behaviors that destroy wealth – and how to avoid them
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.
Stocks Mentioned in the Episode: (SPY), (AMZN), (CHWY)
The tariff saga continues – we got the The TACO trade and the courts now.
The Big Beautiful Bill – in jeopardy.
May was a jolly good month – equities ripped higher.
Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country’s fastest-growing financial planning and asset management firms. Named ETF Investor of the Year and one of the Financial Times’ top 300 firms, RWM manages over $5 billion for 3,900 families.
Called the “blogfather” for creating The Big Picture, one of the first market weblogs, the site covers everything related to investing. Since its launch in in the very early 2000’s, its mix of behavioral finance and data analysis has attracted nearly 300 million visitors.
Barry is also the creator and host of Masters in Business, the longest-running and most popular podcast on Bloomberg Radio. His book, Bailout Nation, was named one of the Best Business Books of the Year, selected as the Investment Book of the Year, and awarded a First Amendment Award for Outstanding Journalism.
How Not To Invest – The ideas, numbers, and behaviors that destroy wealth – and how to avoid them
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.
Stocks Mentioned in the Episode: (SPY), (AMZN), (CHWY)
Previous Episode
TDI Podcast: A Familiar Feeling (#922)
The economy looks okay – retailers say otherwise.
The BIG Beautiful bill is on its way through the sausage factory.
Spec Tech (like quantum stocks) still in rally mode.
Guest: Tom Nelson, Franklin Templeton Funds
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.
Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.
Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.
Stocks Mentioned in the Episode: (GLD), (NKE), (TGT), (HD), (LOW)
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