Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). For those of you who are new to my blog, my name is Sara. Hourly financial advisors are not common. Jon Luskin. Rick Ferri. Allan Roth.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

NOVEMBER 14, 2023

00:02:16 [LINDA GIBSON] Not, not at all, Barry. So I was a math major pretty much because it was an easy a for me, 00:02:27 [Speaker Changed] Math is truth. It’s, it’s 00:02:29 [Speaker Changed] Absolutely, it is. It’s, it’s 00:02:29 [Speaker Changed] Absolutely, it is. Not the usual combination.

Math 130

Math Management Insurance Assets 130

The Big Picture

JANUARY 16, 2024

It’s good to be here Barry Ritholtz : 00:01:31 Good to have you here. Barron’s 100 most influential women in US finance, lots and lots of others. There are few people in the world better situated to discuss commercial real estate investing from every perspective. Cathy Marcus : 00:01:29 [Cathy Marcus] Thank you.

Assets 258

Assets Investing Investments Management 258

The Big Picture

SEPTEMBER 26, 2023

Hey, fast forward 15 years, and now these guys are doing the same thing in 2022 when, when fixed income is down by by double digits, and there’s a little bit of panic in that space. Panossian ] 00:02:39 Yeah, thanks Barry. I wanna say it’s about $179 billion in client assets. In the great financial crisis.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MARCH 26, 2024

We’ve been working with Schwab for a long time. Liz Ann was one of the earliest guests on the show, and we reminisce a little bit about that, that first appearance. I don’t know what else to say about her. My disclosure, my firm also uses them, and she just sees the world from a place that not a lot of people in the industry get to do.

Investing 141

Investing Investments Marketing Marketing 141

Sara Grillo

FEBRUARY 13, 2023

Brown stocks (also called “dirty” or “fossil”) vs. Green stocks. Reasons why ESG sucks The following are reasons why we believe that ESG is a bad investment strategy. By excluding certain types of stocks, you make it more likely you’ll underperform. Don’t let your clients get taken! Listen to this show.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

APRIL 8, 2024

And so that’s maybe number one. 00:02:43 [Ed Hyman] First, I, I like working and I’ve worked to the point that I’ve found something I really enjoy doing. You know, that’s maybe the second most important thing for anybody, for you, right? And he’s, you know, maybe the best that’s been around.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

FEBRUARY 20, 2024

00:02:11 [Barry Ritholtz] That, that’s kind of bizarre. 00:02:23 [Speaker Changed] So, I was working on issues, you know, on payments. Really a masterclass in how monetary policy is not only made but executed and put into actual operations. 00:01:10 [ Bill Dudley ] Great to be here, Barry. So I feel like I have to call you Bill.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

DECEMBER 26, 2023

00:02:18 [Speaker Changed] What were you doing there? 00:02:19 [Speaker Changed] I was one of those cold callers. 00:02:21 [Speaker Changed] No kidding. 00:02:21 [Speaker Changed] And, and, you know, quite frankly, it was a very interesting learning experience. 00:02:19 [Speaker Changed] I was one of those cold callers.

Marketing 152

Marketing Marketing Financial Advisor Clients 152

The Big Picture

APRIL 2, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast. What a delight. I got to spend about two hours with Sir Angus Deaton. He is, he’s been here about half his life. So interesting, so fascinating.

Healthcare 141

Healthcare Medicine Economics Numbers 141

The Big Picture

NOVEMBER 7, 2023

Zeke Faux: 00:02:38 Yes, and I mean the title of the book number go up Inside Crypto’s Wild Rise and Staggering Fall. Barry Ritholtz: 00:02:53 [Speaker Changed] So we’ll talk more about that. He is especially unhappy with Tether, which by the way, of all the scams in the book Tether so far seems to be holding up.

Numbers 152

Numbers Banking Accounting Taxes 152

The Big Picture

OCTOBER 3, 2023

And he said, go [ Barry Ritholtz ] 00:02:13 To Europe, gonna spend a few weeks [ Gary Cohn ] 00:02:14 Away. Starting at the beginning of the administration in 2017. Really a fascinating career, a really, really interesting person. Barry Ritholtz ] 00:01:36 It’s great to have you. And he said, yeah, not in my house.

Taxes 268

Taxes Banking Clients Management 268