Investing can be complicated. But what if there was a simple solution? On this episode of 'At the Money,' Barry Ritholtz talks to Dave Nadig about one simple approach to the matter. Nadig is the Financial Futurist for ETF Trends and ETF Database. He has been involved in researching, reporting and analyzing the investment management industry for more than 20 years.

Investing can be complicated. But what if there was a simple solution? On this episode of 'At the Money,' Barry Ritholtz talks to Dave Nadig about one simple approach to the matter. Nadig is the Financial Futurist for ETF Trends and ETF Database. He has been involved in researching, reporting and analyzing the investment management industry for more than 20 years.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Barry Ritholtz speaks with the people that shape markets, investing and business.

Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Masters in Business

At the Money: The Right And Wrong Way to Invest

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Lots of asset classes promise uncorrelated returns, but few deliver.

One that does is managed futures. Sure, they are expensive and spikey, but when all correlations go to 1 – meaning everything is trading in lockstep, as we saw during the GFC and Covid – they seem to be the rare diversifier that works.

Andrew Beer is a hedge fund veteran and founder of Dynamic Beta Investments, a firm focused on hedge-fund replication strategies delivered through low-cost, liquid vehicles like ETFs and mutual funds. His ETF, DBi Managed Futures Strategy (DBMF) attempts to replicate pricier managed futures portfolios

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

Lots of asset classes promise uncorrelated returns, but few deliver.
One that does is managed futures. Sure, they are expensive and spikey, but when all correlations go to 1 &ndash; meaning everything is trading in lockstep, as we saw during the GFC and Covid &ndash; they seem to be the rare diversifier that works.
Andrew Beer is a hedge fund veteran and founder of Dynamic Beta Investments, a firm focused on hedge-fund replication strategies delivered through low-cost, liquid vehicles like ETFs and mutual funds. His ETF, DBi Managed Futures Strategy (DBMF) attempts to replicate pricier managed futures portfolios Each week, &ldquo;At the Money&rdquo; discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

At The Money: Diversifying with Managed Futures ETFs

Barry speaks with Hilary Allen, a Professor of Law at the American University Washington College of Law. She teaches courses in Banking Law, Securities Regulation, and Business Associations. They discuss financial stability regulation and new financial technologies including crypto and AI. They also talk about the role of venture capital in Silicon Valley, and why some companies from the dot com era took hold while others failed.

Barry speaks with Hilary Allen, a Professor of Law at the American University Washington College of Law. She teaches courses in Banking Law, Securities Regulation, and Business Associations. They discuss financial stability regulation and new financial technologies including crypto and AI. They also talk about the role of venture capital in Silicon Valley, and why some companies from the dot com era took hold while others failed.

How AI Could Freeze Progress with Hilary Allen

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5db65c6c-dfde-4b7b-bfd1-b3f701794cf3/transcript

401(k)s top out at $24,500, but you can boost your tax-deferred investments to as much as $80,000 by switching to an IRS-approved Mega Backdoor Roth account.

Dan LaRosa is Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm.

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

 

401(k)s top out at $24,500, but you can boost your tax-deferred investments to as much as $80,000 by switching to an IRS-approved Mega Backdoor Roth account.
Dan LaRosa is Director of Corporate Retirement Plans at Ritholtz Wealth Management, overseeing more than $400 million in various plans. He is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF) and partner at the firm.
Each week, &ldquo;At the Money&rdquo; discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.
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At The Money: The Mega Backdoor Roth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5bc050f1-1f11-4658-a9d5-b3f6011490de/transcript

At the Money: The Right And Wrong Way to Invest

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