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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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As Dominican Republic’s Fintech Sector Booms, Financial Inclusion Is Big Goal

Global Finance

The concentration of supply-side efforts on the previously banked population is about to reach peak penetration. Last August, the International Monetary Fund (IMF) published a technical assistance report assessing the potential impact of a central bank digital currency (CBDC) on retail transactions in the Domincan Republic.

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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. Whereas, you know, a typical retail investor is less than 5%. And, and I think the retail investor goes closer to that 20% number. The whole gamut. 00:26:43 [Speaker Changed] Yeah.

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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. Concentrating on key revenue drivers and employing effective financial prioritization can maximize ROI and establish a strong foundation for future success.

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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?