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Rick Rieder making the rounds & a new Blackrock ETF

hank
edited December 15 in Other Investing
Listened to a pretty good Meb Faber interview with Rick Rieder conducted in December a couple days ago. Today Rieder appeared briefly on Bloomberg TV. The Bloomberg appearance along with a second guest (?) was only a couple minutes long and dealt with private credit investing. Jeff Rosenberg followed the Rieder appearance. They seem to be pushing a new Blackrock etf.

The new ETF (IALT) deals with alternative L/S investing. Rosenberg sees the new hedge-fund like etf as a way to harvest equity-like returns without the risk of equities. Rosenberg suggests there may be an equity "bubble" and then quickly professes not to know the answer. :)

If Rieder plugs the new fund on Faber's show, I missed it. I'll link the Faber interview FWIW. I understand Faber can be difficult for some to swallow. If the subject of his recent consideration by the Administration to become the new Fed Chair came up, I missed it too. And the word "Warnings" in Faber's show caption surprises me as Rieder seems to think the good times will continue into 2026, albeit with higher volatility. (Cut me some slack; I listen to these things at bedtime.)


Comments

  • CrashCrash
    L/S funds... Not my cup of meat. "Yes, I'm guilty as charged: I did it, but I did not enjoy it." One foot in, one foot out? I've a positive impression of Rieder, anyhow. I let the linked interview pass me by, anyhow.
  • hank
    edited December 15
    d

  • MikeW
    Thanks much for sharing that Hank. Greatly appreciated. I had not had the chance to watch the interview on Bloomberg ETF. I’m not yet invested in long short funds. So difficult for these funds to consistently get it right in both up and down markets. ORR which David wrote about is interesting… I also am fascinated by AQRs market neutral fund. QMNNX. But I have not purchased it.
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