The Big Picture

JANUARY 9, 2024

It’s like a little embarrassing to say that you, Matt Levine : 00:03:02 Well, the old joke is, How do you tell if someone went to Harvard? They’ll tell you, Barry Ritholtz : 00:03:06 They’ll tell you repeatedly. Matt Levine writes The Money Stuff Daily newsletter for Bloomberg. I didn’t give a speech.

Retail 130

Retail Banking Math Management 130

The Big Picture

DECEMBER 6, 2022

And we discussed everything from their Founder-Run Companies ETF, I love the stock symbol BOSS, to Lithium, to Covered Call writing within Nasdaq and S&P Wind power, just on and on. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. billion deal.

Clients 152

Clients Investing Investments Management 152

Sara Grillo

JUNE 12, 2023

And , you have to do the math by hand. Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. For those of you who are new to my blog/podcast, my name is Sara. Take a typical insurance illustration.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. Ritholtz ] 00:03:30 Yeah, Sandberg is a fascinating guy.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

FEBRUARY 20, 2024

So we worked on things like payments policy, you know, regulatory policy. So we had to figure out how are we gonna price all these services in a way that we can still sort of stay in business and be a viable competitor to the private sector. 00:03:10 [Speaker Changed] It’s real money.

Economy 141

Economy Banking Marketing Marketing 141