Alex Palumbo

The Riskalyze Report: Advisors Add to Gold, Sell Short-Term Bonds

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I…

Notes from the 2016 Ira Sohn Conference, Part III

  Welcome to the final part of my notes from today. Check out Part I (Druckenmiller) and Part II (Gundlach!) in case you missed them. Here’s the conclusion:  ***   Dan Ariely, James B. Duke Professor of Psychology & Behavioral Economics, Duke University OK, this is hot. Ariely is a genius academic who wrote a very…

Notes from the 2016 Ira Sohn Conference, Part II

Gray skies outside, and nothing the brilliance inside the building.  See Part I if you missed it, includes Stanley Druckenmiller and Eli Manning! *** Jeffrey Gundlach, Chief Executive Officer, DoubleLine Capital LP Jeff’s mentor (and biggest financial backer) Howard Marks of Oaktree Capital comes out to introduce him. Oaktree invested $20 million in DoubleLine to…

Notes from the 2016 Ira Sohn Conference, Part I

  David Geffen Hall at Lincoln Center as the crown files out for intermission.  I’m live from the 2016 Ira Sohn Investment Conference in New York City. We did our Halftime Report show live from here as well, with Jim Chanos and Carson Block popping on to talk their respective books, so to speak. I missed Larry Robbins…