logo
episode-header-image
Sep 2023
31m 17s

Talk Your Book: Customizing Alternatives

THE COMPOUND
About this episode

On today's show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss: wealth managers vs. institutions investing in alternatives, how advisors are utilizing GLASfunds, investing in alts in a rising-rate environment, how private investments could be improved, and much more!


Learn More at: https://glasfunds.com/

  

Find complete show notes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

Feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

 

Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com


Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, and F/m Investments makes no representation or warranty as to the accuracy or completeness of the information, which should not be used as the basis of any investment decision. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. For more information about F/m Investments, including our Form ADV brochures, please visit https://adviserinfo.sec.gov and search for our firm name.

 

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Aug 20
Buy the Porsche (EP. 426)
On episode 426 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss why the stock market is getting boring, S&P 493 vs. the Mag 7, are small caps dead, it's tough being a contrarian, healthcare stocks are cheap, the K-shaped food ... Show More
1h 1m
Aug 18
Talk Your Book: How to Invest in Futures
On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Craig Bewick, Head of Retail Education for the CME Group to discuss: how futures contracts work, why retail investors are b ... Show More
34m 28s
Aug 13
Measuring the Wealth Effect (EP. 425)
On episode 425 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss 1990s nostalgia, the growing importance of the stock market on the economy, the Nifty Fifty vs. the Mag 7, buying Nike as a falling knife, the K-shaped economy, f ... Show More
1h 3m
Recommended Episodes
Jun 20
Why Defensive Stocks Have Disappeared
On this special episode of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, and much more! This episode ... Show More
58m 47s
Jan 2025
The Blue Chips of Junk
On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and losers, the case for TIPs, the right gold allocation, hedg ... Show More
1h 37m
Jun 2024
Get out of Cash
On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuations, the biggest risk to the market, GameStop, and much mo ... Show More
1h 22m
Mar 2025
How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave
On this TCAF Tuesday, Downtown Josh Brown is joined by Barry Ritholtz, Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release "How Not to Invest". Then at 39:18, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! ... Show More
1h 50m
Jun 27
Statement Risk
On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, ... Show More
1h 14m
Apr 2024
(Bonus) Does Your Portfolio Need Decluttering?
Your financial life can accumulate disorder and inefficiency over time. Lots of accounts, lots of holdings, and lots of priorities without a clear organizational structure. If this sounds like your portfolio, a good spring cleaning or decluttering could be in order. On this episo ... Show More
23m 21s
Oct 2024
The Intelligent Investor
On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about today's market, buffered ETFs, Jason's last conversation wi ... Show More
1h 24m
Jan 2025
Why Brian Wesbury is Bearish
On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury, Chief Economist at First Trust Advisors to discuss his outlook on 2025, Recessions, Monetary Policy, Bitcoin, being an Eagle Scout and more! This episode is sponsored ... Show More
1h 32m
Mar 2024
Do Investing Pros Make Smart Buy and Sell Decisions?
Successful investors know that choosing what to sell is just as important as choosing what to buy. However, findings from a recent study suggest that even professional portfolio managers are subject to psychological forces while making buying and selling decisions. On this episod ... Show More
19m 31s
Aug 3
The Real Risk
How can investors separate the signal from the noise? What’s the key to achieving financial freedom? And what’s the real risk investors face?Motley Fool analyst Buck Hartzell and contributor Rich Lumelleau talk with financial theorist and neurologist Bill Bernstein, author of num ... Show More
21m 13s