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The Investors First Podcast

May 7, 2020

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.

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.

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(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?