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  • Meet the RIA: Elm Wealth
    09:17

    Meet the RIA: Elm Wealth

    Former hedge fund manager Victor Haghani shares the principles he used to found Elm Wealth more than a decade ago. He also discusses the firm’s Dynamic Index Investing® approach, strategy for keeping fees low, and future ambitions.

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  • The Case for Overweighting Safe Assets in...
    10:03

    The Case for Overweighting Safe Assets in...

    Victor Haghani, Founder & CIO at Elm Wealth and Co-Author of The Missing Billionaires, shares how the firm has clients invested today. The former hedge fund manager also reflects on the lessons learned from the fall of Long-Term Capital Management twenty five years ago.

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  • BlackRock CEO Forecasts No Recession in 2024
    01:21

    BlackRock CEO Forecasts No Recession in 2024

    BlackRock CEO Larry Fink shares his thoughts on the “vibrant economy” in an interview with Bloomberg TV at the Berlin Global Dialogue forum.

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  • The ETF Show - The Case for EM ex China
    05:20

    The ETF Show - The Case for EM ex China

    Columbia Threadneedle Chief Operating Officer Marc Zeitoun joins the ETF Show to discuss XCEM, Columbia's market-cap weighted EM ETF that excludes China. The four-star fund is both the oldest and cheapest in its category, focusing on broad diversification and mitigating country-specific risk.

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  • BlackRock Flags Leveraged Loans
    02:21

    BlackRock Flags Leveraged Loans

    BlackRock head of macro credit research Amanda Lynam doubts that the outperformance of lower-quality credit, such as leveraged loans, is sustainable. Speaking on Bloomberg Surveillance, she points out the vulnerability of the sector and touches on headwinds that may cause dispersion in the market.

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  • The Case for Private Equity
    07:57

    The Case for Private Equity

    Angeles Wealth Management CEO Jon Foster discusses best practices for allocating to private equity in a time when appetite for alternative investing is on the rise. He redefines democratization, discusses best practices for deal sourcing and much more.

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