Talk Your Book: Income and Momentum
Animal Spirits Podcast
Holding Periods and Turnover Expectations
Bill says they aim to hold winners long-term, target ~50% annual turnover, and expect higher turnover in dislocations.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson have two guests. First up is Bill Mann from Motley Fool Asset Management to talk about the momentum factor. Next is Kevin Lynyak from Morgan Stanley to discuss preferred securities.
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
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