Podcasts

How your money is managed: the Mutual Fund industry up close (podcast)

close

Email a Friend

How your money is managed: the Mutual Fund industry up close (podcast)

Mutual funds have introduced millions of Americans to investing in the stock market.  While their popularity and usage may have changed throughout the last 30 years,mutual funds still play a critical role in many portfolios.  Yet, many investors — smart, educated people — still don’t quite understand how they work.

Summary

In this episode of Tradestreaming Radio (if you don’t see it below, click here), we talk to Theresa Hamacher, a true mutual fund industry veteran.  Along with Bob Pozen, Hamacher is the co-author of the new book, The Fund Industry: How Your Money is Managed (Wiley Finance).  It’s a good read and an important book to have in your investment library because it’s scope is so broad.  The book discusses the history of mutual funds, their legal structure, career paths in the industry, how different funds are managed (stocks vs. bonds), and how fund analysts decide which securities to invest in.

Our discussion meanders through different facets of the industry, investing, and Hamacher’s book.

We discuss:

  • how to use mutual funds
  • the asset management industry
  • the financial crisis and how funds were involved/affected
  • how mutual funds shape up against exchange traded funds (ETFs).
  • why the mutual fund industry views the upstart ETF industry as competitive.

Listen below

 

 

Resources:

0 comments on “How your money is managed: the Mutual Fund industry up close (podcast)”

Podcasts

‘Everything else is just digital, digital, digital’: Wells Fargo’s Ulrike Guigui on enterprise payments trends

  • New rails and changing customer demands are challenging enterprise payments players.
  • At Money 20/20, we sat with Wells Fargo's Ulrike Guigui, head of enterprise payments strategy, to discuss where the industry and her firm are headed.
Zachary Miller | November 28, 2022
Where Credit's Due Podcast

Where Credit’s Due Ep.13: The growing popularity of virtual cards, with Deserve and M1

  • Plastic is making way for virtual when it comes to card technology.
  • Host Iulia Ciutina speaks to two experts on the future of virtual cards, both in and out of the financial industry.
Iulia Ciutina | November 23, 2022
Podcasts

Steez Podcast #1: What financial services has learned so far trying to capture, delight, and retain the hearts and minds of today’s youth

  • Understanding what makes Gen Z tick is imperative for financial services firms in positioning themselves for future success.
  • With a series of 3 interviews, Tearsheet's Steez Podcast explores how this generation is already impacting banking, investing, and payments.
Tearsheet Editors | November 23, 2022
Payments, Power of Payments Podcast

Power of Payments Ep. 18: Chase disrupting rent payments, MoneyGram’s crypto expansion, and more

  • This week, we discuss why JPMorgan Chase is launching a digital rent payment solution, and how Americans plan to use more flexible payments this holiday season.
  • We also talk about MoneyGram’s recent crypto expansion, and the potential role of digital currencies in the remittance industry.
Ismail Umar | November 18, 2022
Podcasts

‘For each card issuing module we roll out, we should have a unique right to win’: Lithic’s Bo Jiang

  • Card issuing platform Lithic began as Privacy.com, which offers virtual payment cards to consumers.
  • Co-founder and CEO Bo Jiang joins us on the podcast to discuss the benefits of running a B2B and B2C platform in parallel.
Zachary Miller | November 14, 2022
More Articles