Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders

Barry speaks with Liz Ann Sonders, chief investment strategist at Charles Schwab. Liz Ann focuses on the entire economy, including stocks, bonds, and overseas markets. She’s also the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann and Barry discuss her investment experience, working with Charles Schwab, and market cycles.See omnystudio.com/listener for privacy information.

ETFs gained a reputation for providing investors with low-cost index exposure, but many of the newest funds are actively managed. Some are costly and speculative. What is an ETF investor to do? Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products. He helped design and market some of the first exchange-traded funds. 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.See omnystudio.com/listener for privacy information.

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them.Follow the podcast wherever you listen, so you don't miss an episode.https://link.podtrac.com/iu94w2n4See omnystudio.com/listener for privacy information.

Barry speaks with Henry Ward, Chief Executive Officer at Carta, a technology company that provides capitalization table management and valuation software for startups. They discuss founding a business, the growth of private markets, and his lobby efforts for retail investors to access private markets.See omnystudio.com/listener for privacy information.

Are you underperforming our own investments? Did you know that many, maybe even most, investors do worse than the ETFs and Mutual Funds they hold do? The annual Morningstar study “Mind the Gap” has found a substantial difference between returns generated by investment funds and the actual returns investors experience. Jeffrey Ptak is the managing director at Morningstar. Previously, he was the chief ratings officer. 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.See omnystudio.com/listener for privacy information.

Barry Ritholtz speaks with Jurrien Timmer, director of global macro at Fidelity investments. They discuss his career path, key market charts and Timmer's "barbell approach" to investing in both high-flying tech stocks and equities outside of the US.See omnystudio.com/listener for privacy information.

Farmland is a real asset that can be accessed through private funds. The asset has seen broad, non-correlated gains, hedged against rising prices. And farming acreage shrinks every year. Brandon Zick is Chief Investment Officer of Ceres Farmland Fund (now part of Wisdom Tree); the fund owns and manages about $2 billion in agricultural land assets. 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.See omnystudio.com/listener for privacy information.

Barry speaks with Jose Minaya, global head of BNY Investments and Wealth. In this episode, Jose and Barry discuss his career buy-side trading, investing in the alternatives space. The also discuss the changes blockchain and AI are bringing to asset management. See omnystudio.com/listener for privacy information.

There will be nearly 1,000 new ETFs issued in 2025. Most of these are NOT the usual low-cost passive indices we think of. Instead, these tend to be complex, expensive, active funds in an ETF wrapper. Leveraged directional bets, options, or derivatives-based, and a whole raft of complex strategies.   Dave Nadig is President and Director of Research at ETF.com, and he shares with us how investors should navigate all of these new products. 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.See omnystudio.com/listener for privacy information.

Barry speaks with Dmitry Balyasny, managing partner and chief investment officer at Balyasny Asset Management (BAM), a firm he co-founded in 2001. They discuss his career path, his thoughts on the current market environment for trading, hedge funds and more. See omnystudio.com/listener for privacy information.