The Big Picture

OCTOBER 24, 2022

BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. They advise or directly manage about $250 billion in flying assets. RITHOLTZ: So how do you find your way from economist to analyst to asset manager?

Portfolio 130

Portfolio Management Assets Investments 130

Trade Brains

DECEMBER 11, 2023

Asset Under Management (AUM) (Cr.) In 2001, the Company ventured into starting an energy exchange in India to undertake trading activities, including trading long-term energy contracts. It also provides advisory services such as Portfolio Management and Transmission Infrastructure Services. Market Cap (Cr.)

Banking 64

Banking Government Investments Investing 64

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. MIAN: So when people compare the current sort of bear cycle to 2001 and 2008, the reason I think that’s flawed is because that was in a secular bear market. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood.

Valuation 292

Valuation Education Numbers Government 292

The Big Picture

OCTOBER 5, 2024

I worked at a small asset manager in Kentucky called Hilliard Lyons. And I think also for, you know, there’s a chart, the distribution of financial assets from the Federal Reserve. It’s 00:22:24 [Speaker Changed] A distribution of financial assets. So it shows the breakdown of wealth.

Economy 157

Economy Education Insurance Economics 157

The Big Picture

MAY 21, 2024

So it’s been, you know, back in, in 2001, strategists were telling you to put about 70% of your money in stocks. But what we’ve all realized over the last, you know, 20 years since Reg FD in 2001 is that management games, their numbers, and then they beat these made up numbers systematically.

Numbers 144

Numbers Banking Management Marketing 144

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. At the time, I ran a Mexican peso denominated portfolio, believe it or not.

Portfolio 144

Portfolio Banking Management Portfolio Management 144

The Big Picture

JULY 22, 2024

00:00:16 [Barry Ritholtz] This week on the podcast, another extra special guest, if you are at all interested in fixed income in cross asset management, in intermarket analysis, in understanding the many moving parts that go into putting together a near trillion dollar fixed income portfolio will then strap yourself in.

Portfolio 144

Portfolio Economy Investments Investing 144

The Big Picture

JUNE 3, 2024

He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. So that was in, that was in 2001 early then. And so I worked a lot on the asset allocation side. Really just a tour to force discussion.

Math 144

Math Marketing Marketing Engineering 144

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. And I saw wealth as an area of consistent growth.

Investments 26

Investments Investing Numbers Assets 26