Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins Barry Ritholtz to discuss how fees can significantly impact your portfolio.

Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins Barry Ritholtz to discuss how fees can significantly impact your portfolio.

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: Why Fees Really Matter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c8e9e215-4e98-4711-bbb3-b1d901425b3e/transcript

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm’s investment strategy, portfolio construction, research and risk management. Previously, he spent 16-years at JPMorgan Chase & Co where he held titles of Chief Investment Officer, Group Treasurer, Co-Head of Global Spread Markets, Global Head of Securitized Products, and Global Head of Asset-Backed Trading.

Barry speaks with Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, an alternative asset management firm launched in 2024. He is responsible for the firm&rsquo;s investment strategy, portfolio construction, research and risk management. Previously, he spent 16-years at JPMorgan Chase &amp; Co where he held titles of Chief Investment Officer, Group Treasurer, Co-Head of Global Spread Markets, Global Head of Securitized Products, and Global Head of Asset-Backed Trading.

Risk and Reward with Marek Capital Co-Founder Matt Cherwin

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/56067b9b-2d36-45fd-8859-b40c016ffb84/transcript

If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue alpha via quantitative ETFs.
 
Wes Gray is a quant and former military intelligence analyst who is CIO/CEO of Alpha Architect. The firm specializes in specific quant ETFs.
 
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.

If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue alpha via quantitative ETFs. &nbsp; Wes Gray is a quant and former military intelligence analyst who is CIO/CEO of Alpha Architect. The firm specializes in specific quant ETFs. &nbsp; 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: Finding Alpha via Unique ETF Strategies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bd967b6d-afba-470e-a38e-b40a0182b410/transcript

Barry speaks with Ed Perks, president of Franklin Advisers, Inc. and chief investment officer of Franklin Income Investors. They discuss income based investment compared to equities, and overall portfolio strategy. They also discuss the evolving pitch for private credit.

Barry speaks with Ed Perks, president of Franklin Advisers, Inc. and chief investment officer of Franklin Income Investors. They discuss income based investment compared to equities, and overall portfolio strategy. They also discuss the evolving pitch for private credit.

Franklin Templeton's Ed Perks on Fixed Income Investing 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/25d2c3a9-4fbd-486f-bed6-b4050169d76f/transcript

At the Money: Why Fees Really Matter

In 1 playlist(s)

Masters in Business

Social links

Follow podcast

Recent clips