AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Bloomberg Surveillance
Single Best Idea with Tom Keene: Liz Ann Sonders and Geoffrey Yu
Mar 6, 2024
Tom Keene discusses portfolio rebalancing with Liz Ann Sonders and dives into global finance insights with Geoffrey Yu, touching on wage growth dynamics and Italy's real wage growth compared to other countries.
06:33
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Portfolio-based rebalancing prioritizes discipline over timing, focusing on adjusting rather than trading.
- Real wage growth analysis showcases global disparity, linking wage dynamics to economic trends and market movements.
Deep dives
Insights on Rebalancing from Liz Ann Saunders
Liz Ann Saunders from Charles Schwab offers insights on rebalancing investment portfolios. She highlights the importance of considering portfolio-based rebalancing over traditional calendar-based approaches. Saunders emphasizes the notion of adding and trimming rather than buying and selling, focusing on the discipline and timing of adjustments. She suggests letting the portfolio signals dictate when to make changes, taking into account factors like turnover, transaction costs, and tax implications.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode