Remove Accounting Remove Concentration Remove Retail
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At the Money: Meb Faber on Tax Aware ETFs

Barry Ritholtz

(December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Tell us what a concentrated position is.

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Transcript: Bryon Lake, Goldman Sachs Asset Management’s Chief Transformation Officer

The Big Picture

So alternatives, there’s gonna be more alternatives in private investments in particular, particularly retail portfolios going forward. So alternatives is, is growing to, to grow exceptionally separately managed accounts and direct indexing. Whereas, you know, a typical retail investor is less than 5%. The whole gamut.

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Stars Of China 2024: Innovation Nation

Global Finance

Official media in July reported China Merchants Bank Chairman Miao Jianmin’s announcement of a strategic shift for his institution from “retail bank” to “value bank.” That level of concentration defines ICBC, the world’s largest bank by assets and winner of this year’s Best Corporate Bank award. trillion, up ¥1.21

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Barry Ritholtz

Their focus is on generating alpha with high conviction concentrated portfolios. There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. What does concentrated mean to you?

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To Bitcoin or not to Bitcoin? A Corporate Cash Question!

Musings on Markets

Net Debt to Equity = (Debt-Cash)/ Equity Debt to Capital = (Debt-Cash)/ (Debt + Equity) All of these ratios can be computed using accounting book value numbers for debt and equity or with market value numbers for both. In those sessions, cash was introduced as a lubricant for businesses , necessary for day-to-day operations.

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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

Barry Ritholtz

00:15:17 [Speaker Changed] So really what you’re saying is from a checking account up to a, a secondary financing private debt up to an IPO. They need a, they need a bank account, they need to pay their employees, they need to have a way to sort of collect funds, they may need a credit card. Just very simple banking needs.

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Investing Politics: Globalization Backlash and Government Disruption!

Musings on Markets

In the last three decades, we have seen this process play out in industry after industry, from the retail business (with Amazon), the music business (with Apple iTunes first and Spotify later), the automobile business (with Tesla) and advertising (with Google and Facebook), to name just a few.