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Ritholtz Wealth Management

includes Ritholtz Wealth Management Investment Committee

10 statements across 2 episodes · 2 bullish · 3 bearish · 2 people on the record · first statement May 9, 2017 by Josh Brown · said 9 times in 3 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Ted Seides (8), Brian Portnoy (1)

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2020 2 mentions in 1 episode
2018 4 mentions in 1 episode
2017 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Ritholtz Wealth Management, oldest first

May 9, 2017
Disclosure
Ritholtz staff retirement assets are invested in their client models
“My retirement money, my real money is all in the models that we manage for clients. So I eat my own cooking and everyone at the firm, by the way, all of our, for one K contributions go right into the same models our clients own.”
Josh Brown May 9, 2017 ▶ 49:31 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
May 9, 2017 positive
Insight
Asset management is useless without a comprehensive financial plan
“The asset management is great, and it's really important to us, and it's the thing that I focus on and Barry focuses, but at the end of the day, it's useless if it's not in service to a financial plan.”
Josh Brown May 9, 2017 ▶ 19:06 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
May 9, 2017 negative
Opinion
Currency hedging is unnecessary because currency risk generates investment returns
“We're not big buyers of the currency hedging idea. We think that currency is a risk, but risks are sources of return. So give me the risk.”
Josh Brown May 9, 2017 ▶ 34:22 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
May 9, 2017
Disclosure
Ritholtz Wealth weeds out prospective clients seeking complex financial products
“The people that are coming to us and they want the bells and whistles. Within the first conversation, we're going to weed them out. And it's for their own benefit, because we're not doing enough circus act stuff to make them happy.”
Josh Brown May 9, 2017 ▶ 23:45 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
May 9, 2017 neutral
Disclosure
Ritholtz Wealth invests client capital exclusively in liquid public markets
“At the current moment, everything we do is in a liquid public market.”
Josh Brown May 9, 2017 ▶ 28:20 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
May 9, 2017 bearish
Disclosure
Ritholtz Wealth holds zero commodity exposure across client portfolios
“We have no commodity. None.”
Josh Brown May 9, 2017 ▶ 34:15 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
May 9, 2017 neutral
Disclosure
Ritholtz Wealth targets portfolio expense ratios under 50 basis points
“We would like to have the internal expense ratios in our portfolios be less than 50 basis points, but that doesn't mean they all are, and some of them are way below.”
Josh Brown May 9, 2017 ▶ 32:00 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
Oct 8, 2018 negative
Insight
Investment backtests are bullshit because nobody publishes the failing ones
“Because when you show, you know, the back tests, which I think are, you know, back tests are bullshit. This looks amazing, of course. We're not, nobody's going to implement a strategy with a bad back test.”
Michael Batnick Oct 8, 2018 ▶ 27:01 Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
Oct 8, 2018 neutral
Assertion Supported
Batnick: Only one of four Ritholtz partners is a full-time advisor
“And I think we're unique in the sense that of the four partners of the firm, only one is a full-time financial advisor.”
Michael Batnick Oct 8, 2018 ▶ 28:29 Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
Oct 8, 2018 bullish
Insight
Batnick: Momentum and Trend-Following Can Never Be Arbitraged Away
“Rising prices attract buyers and falling prices attract sellers. And it is literally that simple. And I don't care how many computers or geniuses get involved. That alone can never be arbed away.”
Michael Batnick Oct 8, 2018 ▶ 27:46 Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
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