How *Not* to Invest with Barry Ritholtz: | S07 E13 – The Acquirers Podcast — Transcript

How *Not* to Invest with Barry Ritholtz: | S07 E13 – The Acquirers Podcast — Transcript

Market views

Bullish

TACTICAL— Using tactical portfolios as a behavioral tool to help clients stay invested during market volatility, allowing them to leave the rest of their money alone.
VANGUARD— Vanguard's low-fee approach has significantly benefited investors and forced competition in the industry, leading to overall fee pressure.
HFT— High-frequency trading has improved market liquidity and reduced trading costs for institutional investors.

Bearish

TARIFFS— Tariffs negatively impact free trade and economic growth, contradicting the benefits of global free trade observed post-World War II.
HEDGEFUNDS— The hedge fund industry has become less favorable compared to the past, with decreased concentration of talent and changes in information availability.

Not investment advice.