Remove Concentration Remove Investments 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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Ripples in the Pond

Barry Ritholtz

The result will be very predictable: concentric rings will expand out from where the mass disrupts the calm surface. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions. Celebrate with family and friends.

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

The Big Picture

00:02:12 [Speaker Changed] Yeah, no, you, you know, I think I had read a Warren Buffett book early on, so I loved investing, I liked watching stocks and, you know, I’d read the Wall Street Journal that was always around in the home, and so I was able to, to, to really look into that. What you put inside of it is the investment engine.

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Navigating Financial Decisions in a Fast-Paced Business World

CFO Plans

Take, for example, a mid-sized retail company that discovered 80% of their revenue came from just 20% of their products. A manufacturing firm, faced with multiple investment opportunities, conducted a thorough cost-benefit analysis and prioritized upgrading their production line, which offered the highest potential ROI.

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Stars Of China 2024: Innovation Nation

Global Finance

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector. Big-picture business strategy is also becoming more innovative.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Barry Ritholtz

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. Their focus is on generating alpha with high conviction concentrated portfolios. What, what was that transition like?

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

Barry Ritholtz

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. Previously she was co-head of the bank’s Innovation Economy Group.

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