Masters in Business

Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

https://www.bloomberg.com/audio/shows

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At the Money: Using Volatility to Rebalance Portfolios

[transcript]


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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 March 27, 2024  12m