For the past 16 years, Mercer has been benchmarking retirement systems across the globe. The Mercer CFA Institute Global Pension Index 2024 uses more than 50 indicators to assess adequacy, sustainability and integrity across the world's pensions systems, highlighting their relative advantages and suggested areas for reform. In our latest episode, David Know ... Show More
Oct 21
1 Theme, 2 CIOs, 3 Questions: Navigating Markets in a Macro-Driven Investment Environment with Bon Secours Mercy Health and the Hershey Trust
<p>We're excited to launch the first episode of our new Critical Thinking series: <em>1 Theme, 2 CIOs, 3 Questions</em>. Each episode focuses on one key investment theme, featuring two leading Chief Investment Officers who tackle three big questions shaping today's inve ... Show More
20m 36s
Oct 9
Frontier markets debt’s breakout moment
<p>With developed markets facing higher debt burdens, elevated rates, and ongoing uncertainty, investors are increasingly considering frontier market debt as a means of diversifying portfolios and achieving long-term growth potential.</p><p>In this episode of Critical Thinking, h ... Show More
15m 17s
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
Feb 2024
Talk Your Book: Investing for Income
On today's show, Ben Carlson and Michael Batnick are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss: asset allocation decisions within multi-asset funds, how rate changes affect portfolio yield, investors overal ... Show More
39m 28s
Apr 2024
Talk Your Book: Hedging Your Portfolio with Options
On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the pending acquisition by BlackRock, covered call performance in a bull market, tax benefits when utilizing options, what's drivin ... Show More
31m 56s
Jul 2025
Christine Benz on the Keys to a Happy, Prosperous Retirement
Christine Benz is the director of personal finance at Morningstar and the author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement.” In this rebroadcast of an interview recorded last November, Benz joined Motley Fool financial planning expert Robert Br ... Show More
39m 59s
May 2024
Talk Your Book: Growth Stage Debt Investing
On today's show, Ben Carlson and Michael Batnick are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss how the Trinity Capital structure works, how venture debt investing works, understanding execution risk vs technology risk, Trinity's 5 income-generati ... Show More
32m 49s
Mar 2025
Talk Your Book: A Better 60/40 Portfolio
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by JD Gardner, CIO and Founder of Aptus Capital Advisors to discuss who Aptus is, shifting to riskier portfolios using options, using single stock options to hedge risk, misconceptions a ... Show More
36m 30s
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s
Feb 2024
Talk Your Book: Putting a Floor on the Nasdaq 100
On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ... Show More
37m 46s
Sep 2023
Talk Your Book: Customizing Alternatives
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 muc ... Show More
31m 17s