At the Money: Using Volatility to Rebalance Portfolios

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 27 March 2024

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. In this episode, Barry Ritholtz speaks to Liz Ann Sonders, Chief Investment Strategist and Managing Director at Schwab where she helps clients invest $8.5 Trillion in assets. Sonders observes that volatility is the norm, and investors should take advantage of swings to rebalance their portfolio. Or as she describes it, “add low, trim high.”

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0:00.0	Cybercrime, macroeconomic conditions, ESG reporting.
0:04.0	You can't predict the future, but you can prepare for it.
0:07.0	By understanding your risk, you can make your business resilient to challenges on the road ahead.
0:12.0	What's more, you can turn those risks into opportunities.
0:15.0	EY helps CFOs, boards, and audit committees
0:18.0	see beyond the numbers to uncover the critical insights that make their organizations resilient even in an ever shifting
0:24.6	landscape. For more insights that matter, visit EY.com slash Beyond the Numbers.
0:30.3	Do you love Elon Musk? Do you hate Elon Musk? Do you have no idea what to think about Elon Musk?
0:39.0	Then we have just a show for you. He's become even more larger than life.
0:44.4	My Twitter doesn't get us closer to Mars. They are like really close to the edge of
0:48.5	like everything falling apart. Like, oh, Elon, I volunteer, put a chip in my brain each week on this podcast will break down
0:55.6	analyze and debate the most important stories on Musk and his empire.
0:59.6	It's all one big universe. You just work for Elon Inc.
1:08.0	From Bloomberg Business Week, this is Elon Inc. Listen wherever you get your podcasts. Since the October 2022 lows markets have had a great run recovering all of their
1:26.5	losses and then some but valuations are higher and the market seems to be narrowing
1:32.2	how should long-term investors and the market seems to be narrowing.
1:33.0	How should long-term investors respond to these conditions?
1:37.0	I'm Barry Ritultz and on today's edition of At The Money,
1:40.0	we're going to discuss what you should be doing with your portfolio.
1:44.7	To help us unpack all of this and what it means for your money, let's bring in Liz Ann
1:49.2	Saunders.
1:50.3	She is Chief Investment Strategist and sits on the investment policy committee at Schwab,
	...

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