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Jill on Money with Jill Schlesinger

The Big Picture With Barry Ritholtz Part Three

Jul 7, 2024
Barry Ritholtz, the blogfather in finance, discusses his journey and the wealth management landscape. They touch on risk tolerance, creating portfolios, behavioral challenges in investing, and the importance of long-term investments. The episode also includes insights on investment strategies, market volatility, and gradual wealth accumulation.
14:26

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Tailor investment portfolios to individual risk tolerance for better outcomes.
  • Embrace humility in investing by acknowledging uncertainty and behavioral risks.

Deep dives

Barry Ritholz's Approach to Portfolio Management

Barry Ritholz emphasizes the importance of tailoring investment portfolios to individuals and their risk tolerance. Instead of categorizing portfolios as solely conservative or aggressive, he focuses on understanding clients' financial goals and market volatility tolerance. By educating about historical market trends, Ritholz aims to create diverse portfolios that can withstand various market outcomes and behaviors.

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Listen to the best highlights from the podcasts you love and dive into the full episode