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 Barry Ritholtz and Steve Curley, CFA: Part II of II - Active Shares

[The Investors First Podcast, EP. 09]


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This is Part II of our episode with Barry Ritholtz. If you haven't listened to Part I, hit pause and listen to that first. 

This episode features Barry Ritholtz, co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management.  He is also the creator and host of the Masters in Business podcast/show on Bloomberg Radio and author of the book Bailout Nation, which was published in 2009. He is joined by local guest host Steve Curley, Chief Investment Officer of WaterOak Advisors and President of the CFA Society of Orlando.

In the second of a two part episode, Ritholtz explains why he prefers active management in fixed-income over equities, how he curates which writers to follow, thoughts on the recent CFP Board decision and the Charles Schwab and TD Ameritrade merger, and what skills he recommends younger people prioritize. 

Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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Episode Notes

0:38 –  Colby Donovan introduces the podcast

0:59 – Why he favors active management in fixed-income over equities

4:11 – How he curates which writers to follow

9:50 – Serving women as a client base

14:47 – Form CRS

15:58 – Why he thinks the CFP Board shanked their recent decision

18:32 – Impact of Charles Schwab and T.D. Ameritrade merger on RIA’s

21:22 – What skills he thinks younger people prioritize who are pursuing a career in finance

25:20 – Who’s the one person you want to have a conversation with?

27:02 – What are you most optimistic and pessimistic about in the world right now?