The Story Behind Your Portfolio

Josh here – for Talk Your Book this week, I chatted with Barry Ritholtz about a new piece he has at Bloomberg View describing the ways in which the Wall Street sales process has changed.

Once upon a time, investors were sold stories about the individual holdings in a portfolio and were enticed to invest based on the potential for the stocks themselves. In the modern era, portfolios are being constructed using data and evidence – but the need for there to be an enticing story still persists!

Barry’s post “Data Picks Investments, Stories Sell Them” is here

Be sure to subscribe to our channel so you never miss an update

Follow us on Twitter

Follow us on Facebook

Talk to us about your portfolio or financial plan here

Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Terms & Conditions page for a full disclaimer.

What's been said:

Discussions found on the web
  1. The Story Behind Your Portfolio – Financial Solutions commented on Jan 23

    […] Josh here – for Talk Your Book this week, I chatted with Barry Ritholtz about a new piece he has at Bloomberg View describing the ways in which the Wall Street sales process has changed. Once upon a time, investors were sold stories about the individual holdings in a portfolio and were enticed to invest based on the potential for the stocks themselves. In the modern era, portfolios are being constructed using data … Source: https://thereformedbroker.com/2019/01/23/the-story-behind-your-portfolio/ […]

  2. The Story Behind Your Portfolio – Ultimate Health commented on Jan 30

    […] The Reformed Broker The Story Behind Your Portfolio Josh here – for Talk Your Book this week, I chatted with Barry Ritholtz about a new piece he has at Bloomberg View describing the ways in which the Wall Street sales process has changed. Once upon a time, investors were sold stories about the individual holdings in a portfolio and were enticed to invest based on the potential for the stocks themselves. In the modern era, portfolios are being constructed using data … more info… […]

Read this next.