Talk Your Book: Investing in Fallen Angels

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 16 January 2023

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show, we are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management at VanEck to discuss rising stars vs fallen angels, how to be tactical with fixed income, what a fallen angel is, and much more! Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. (Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Annual Spirits talker book is brought to you by Vannack, go to Vannack.com to learn
0:06.2	more about their fallen angels, ETFs that we're going to talk about today, and it's Vannack.com.
0:10.3	Welcome to Animal Spirits, a show about markets, life, and investing.
0:16.0	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing,
0:20.6	and watching.
0:22.2	Michael Batnik and Ben Carlson work for RIT Holt's Wealth Management.
0:25.9	All opinions expressed by Michael and Ben or any podcast guests are solely their own
0:29.7	opinions and do not reflect the opinion of RIT Holt's Wealth Management.
0:33.2	This podcast is for informational purposes only and should not be relied upon for investment
0:37.3	decisions.
0:38.3	Clients of RIT Holt's Wealth Management may maintain positions in the securities discussed
0:41.7	in this podcast.
0:42.7	Welcome to Animal Spirits with Michael and Ben, Michael.
0:45.8	To show you how little I knew coming into my first job, my first role as a performance analyst,
0:52.0	this is before we had systems that could just do this all for you.
0:55.4	On a spreadsheet, I had to calculate for each of our portfolios because they had guidelines.
0:59.8	The average credit rating for all the bonds were in the portfolio.
1:03.8	We had separately managed bonds.
1:04.9	I'd have all the individual bonds, treasuries, corporates, mortgage bonds, and I would have
1:08.6	to calculate.
1:09.6	What year was this?
1:10.6	2004, probably.
	...

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