Masters in Business

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At the Money: Building A Concentrated Portfolio

Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretending to be active? Do they charge a high active fee but then behave more like an index fund? Andrew Slimmon, Managing Director at Morgan Stanley Investment Management, speaks with Barry Ritholtz about the advantages of concentrated portfolios. If you want to own active funds, then make sure they differ their benchmarks and truly are active. See omnystudio.com/listener for privacy information.

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  Savita Subramanian on Equity and Quantitative Strategy

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  At the Money: Hot & Cold Investments

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  Jim O'Shaughnessy on How AI Will Change Everything From Arts to Stocks

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  Joanne Bradford on the Power of Marketing

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  At the Money: Should You Be A Stock Picker?

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  Ed Yardeni on Long-Term Bull Market

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  At the Money: What Data Matters and What Doesn't

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  Goldman Sachs Ashish Shah on Reading the Market With AI and Technology

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  At the Money: Avoid Closet Indexing

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  Samara Cohen on Global Markets Insights With BlackRock

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  At the Money: Staying the Course

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  Ed Hyman on How Investors Should Use Economic Data

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  At The Money: Managing a Portfolio in a Higher Rate Environment

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  Angus Deaton on the Financial Advantage of College Degrees

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  At the Money: Using Volatility to Rebalance Portfolios