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.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
