All Star Interviews Season 2, Episode 14: Barry Ritholtz, Chairman & CIO of Ritholtz Wealth Management

This week on the podcast we have the “Blog-Father” Barry Ritholtz. Barry’s Big Picture Blog has been a must read for me going back to 2006. He was one of the only voices of reason throughout 2007-2008 warning everyone of the coming collapse in stocks. He is also the author of one of my favorite books on that period, “Bailout Nation“. Today, Barry is the Chairman and Chief Investment Officer of RWM, the hottest wealth management firm in the world right now. In this episode, Barry takes us back 20 years to his early blogging days, he tells us what it was like covering the financial crisis in 2008 and then writing a book about it. Today he’s focused more of his attention on behavior finance and I really enjoyed some of his examples about our flaws and what we can do about them. We discussed a lot during this podcast: Emotional responses, evolutionary traits and the stupidity of people. Barry hosts one of the best podcasts in finance, Bloomberg’s Masters In Business, so it was nice to flip the script and pick his brain for an hour. Enjoy!

 

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All Star Interviews Season 2, Episode 13: Brett Steenbarger, Trading Psychologist

Having Trading Psychologist Dr. Brett Steenbarger on the podcast was a huge treat for me. He works with the best traders on planet earth on a daily basis. Needless to say, when Dr. Brett is telling me something, I want to listen. In this episode, he let me ask him all the questions I was curious about and he happily answered them all with solid advice and relevant anecdotes. We make a lot of mistakes as investors because of our many flaws as humans. When our stress levels are elevated we start acting emotionally, instead of rationally. Taking losses is a difficult task for us, even though we all know that losses are part of the deal. I really enjoyed this conversation and it could have gone on forever if I didn’t end it. I hope you get as much value from this chat as I did.

 

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All Star Interviews Season 2, Episode 12: David Keller, Chief Strategist at Sierra Alpha Research

This week I’m thrilled to have David Keller on the podcast. He is a former President of the CMT Association and spent a long time at Fidelity, and Bloomberg before that. In this episode, the current Chief Strategist at Sierra Alpha walks us through why is approaching the U.S. stock market from a more neutral perspective. We discuss US Treasury Bonds, Rates, Gold, Crude Oil and other assets that are making new highs like Palladium. I really enjoyed this conversation, especially how David compares trading to risk management as a pilot. He likes to fly planes when he’s not looking at charts. This was a fun chat.

 

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All Star Interviews Season 2, Episode 11: Arun Chopra, of Fusion Point Capital

A conversation with Arun Chopra is one that makes you smarter. That’s how I see it. Arun has formal training as both a CFA Charterholder and a CMT. He has helped produce award winning films at the Sundance Film Festival and he’s on the same journey as us: to make money in the market. He uses a combination of global macro, technical and sentiment indicators that he is working on putting into a more quantitative model. Picking his brain about the process and his experiences in this endeavor was really enlightening. In this episode we discuss current markets, sector rotation, credit spreads widening and the possibilities for the US Stock Market Indexes to break to new lows. I really enjoyed this discussion with Arun. I always do.

 

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All Star Interviews Season 2, Episode 10: James Bartelloni, The Intermarket Musician

This is a special episode for me. James Bartelloni, CMT was one of my early mentors in the field of Technical Analysis. It’s a treat to be able to have him join us on the podcast. What I like about Bart is that every time we chat, he gets me thinking about something new. He looks at the market in a different way than most market participants. His risk management techniques include sacred geometry, musical notes and lunar cycles, among others. It’s always an interesting conversation with Bart, the editor of the blog BartsCharts.com. If this episode gets you thinking differently and gets you a bit out of your comfort zone, mission accomplished!

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All Star Interviews Season 2, Episode 9: Frank Cappelleri, Senior Sales Trader & Head Market Technician at Instinet

Frank Cappelleri is one of my favorite guys to listen to. He brings a unique perspective because of a lot of his experience on Wall Street. Early in his career he spent time working at Smith Barney with legends Alan Shaw and Louise Yamada. He then experienced his first bear market after March 2000 working with former Lehman trader┬áJohn Schlitz. Frank has been at Instinet, which is owned by Nomura, for a long time and is constantly in touch with some of the smartest guys in the business. I think he’s as good a technician as anyone and in this episode he shows us just that. We discuss the market implications of a rising US Dollar and why he no longer has a target above 3050 for the S&P500. I was really looking forward to this conversation and we’re lucky we get to pick his brain for a bit. I hope you enjoy this one!

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