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A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
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Private Equity is Coming to a 401k Plan Near You

2025-05-09 01:45:23

We also answered questions about how private investments work, who should and shouldn’t be invested in these strategies, illiquidity, private credit and more. Further Reading: How Will Private Equity Work in 401ks? The post Private Equity is Coming to a 401k Plan Near You appeared first on A Wealth of Common Sense. ...

I’m Coming to Chicago

2025-05-08 20:30:48

I was the first fully remote employee at Ritholz Wealth a decade ago. It was a strange experience after working in an office setting around other people all the time in previous roles. There are pros and cons to this experience. Working in an office alone supercharges my efficiency. No one barging into my office. No unnecessary small talk about weekend plans. No time wasted with chit-chat before or after meetings since th...

Animal Spirits: There Will Never Be Another Warren Buffett

2025-05-07 19:15:45

Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for YCharts new risk profiles Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life Get a random Animal Spirits chart here On today’s show, we discuss: The recovery in US stocks is all thanks to the riskiest kinds of companies Stocks are ignoring that terrifying U.S. GDP report as retail investor...

Warren Buffett on Time Horizons

2025-05-07 01:18:23

“The stock market is a device for transferring money from the impatient to the patient.” -Warren Buffett The Wall Street Journal highlighted a new study showing that the median investor spends just six minutes researching a stock before buying it. It’s no wonder the average holding period for a stock has dropped from roughly 8-10 years back in the 1950s and 1960s to just a few months today. If you don&#8...

Talk Your Book: The CLO Playbook

2025-05-05 19:15:36

Today’s Talk Your Book is brought to you by Flat Rock: See here for more information on Flat Rocks CLO strategies On today’s show, we discuss: The relationship between income and volatility How interval funds work How CLOs perform during recessions What CLO equity is What happens when loans default How the CLO investment process works Standing out within private credit The CLO Investor Podcast  CLO Investing...

Financial Context Required

2025-05-04 21:17:14

One of the best books I’ve read in the past year or so is Quentin Tarantino’s Cinema Speculation. The concept of the book is Tarantino reviews a bunch of his favorite movies from the 1970s — Bullitt, Dirty Harry, Deliverance, The Getaway, Taxi Driver, etc. — and offers some critiques, praise and thoughts from the perspective of a director and fan of movies. I’ve never seen most of the movies ...