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Masters in Business

At the Money: Lose the Noise

Masters in Business

Bloomberg

Investing, Business, Entrepreneurship

4.42.2K Ratings

🗓️ 20 November 2024

⏱️ 14 minutes

🧾️ Download transcript

Summary

A constant stream of noise distracts investors: earnings reports, news releases, upgrades, downgrades, economic data, geopolitics. How should we best manage this firehose of distractions? Larry Swedrow, head of financial and economic research at Buckingham Strategic Wealth, speaks with Barry Ritholtz about managing through the noise. His firm manages or advises on over 70 billion dollars in client assets. Swedrow has co-written 20 books on investing.

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Transcript

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0:00.0

Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg.

0:08.6

These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day.

0:15.2

Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's

0:21.0

driving those gains and losses. If you want to stay plugged into the stock market, but don't

0:25.9

want to spend all day watching tickers scroll across your screen, then Stock Movers is a place for you

0:32.0

to get informed. Listen a couple times throughout the day to find out what's moving equities and why.

0:39.0

Search for stock movers on Apple Podcasts, Spotify, or anywhere else you listen.

0:44.4

Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe.

0:53.0

Subscribe to Stockmovers, wherever you get your podcasts.

1:00.0

Come on, feel the noise.

1:04.1

Girls, rock your boys.

1:06.8

We'll get wild, wow, wow, wow.

1:14.6

Come on. I'm Barry Rittalts, and on today's edition of At the Money, we're going to discuss noise.

1:21.6

Not just any noise, but the kind of noise that distracts investors.

1:26.6

Earnings reports, news releases, upgrades, downgrades, economic data, geopolitics.

1:33.3

They can be a confusing swirl for long-term investors.

1:38.3

How best to manage this fire hose of distractions?

1:42.3

To help us unpack this and what it means for your portfolio,

1:45.7

let's bring in Larry Swedro. He's head of financial and economic research at Buckingham

1:50.7

Strategic Wealth. The firm manages or advises on over $70 billion in client assets,

1:56.3

and Larry has written or co-written 20 books on investing.

2:01.0

So let's start with our first Masters in Business interview we did years ago.

...

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