Sara Grillo

MAY 23, 2022

They may provide general guidance on how to manage your investments, such as helping you assess your risk, but they do not implement investment recommendations on the client’s behalf. What if financial advisors were more preoccupied with service than selling? What’s up with these “advice-only financial planners?”

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

SEPTEMBER 26, 2023

It’s really a fascinating discussion, a fascinating glimpse into history as to what was going on during the financial crisis. 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.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MARCH 26, 2024

She is as much in the mix, in the thick of what’s going on in the world of investing as anybody. And I’ll, I’ll never forget, banging down two diet Cokes, walking out the door to go to the men’s room, and the producer grabs me, let’s go. I have the delightful Liz Ann Sonders on. It was 2015.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

MAY 21, 2024

00:01:29 [Barry Ritholtz] I I, I try not to butcher people’s names, but let’s talk a little bit about your, your background. The transcript from this week’s, MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America , is below. Her current title is Head of Equity and Quantitative Strategies. Subramanian.

Numbers 141

Numbers Management Banking Marketing 141

Sara Grillo

SEPTEMBER 26, 2022

JR: So I usually hog up all the time, so maybe I’ll let that the other guys to go first and I’ll try to… I’ll try to be under control today… Wright: No, you’re fine. In Part Two of our two part series on the CFP Board, the heated debate continues. What is your opinion? Scott will be on the “against” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

FEBRUARY 13, 2023

In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to earn higher fees off unsuspecting people who mean well. In this podcast we are going to expose the truth about ESG investing. Don’t let your clients get taken! Listen to this show. So please subscribe! through use of screens.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

APRIL 8, 2024

I could keep going, but let me just stop and say, with no further ado my conversation with ISI ever course Ed Hyman. The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. That’s just unprecedented. And I’ll keep saying, no one will ever beat that, that that streak. I like working.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

FEBRUARY 20, 2024

I, I could go on and on, but instead I, I’ll just say with no further ado my conversation with former New York Fed President, bill Dudley.  The transcript from this week’s, MiB: Bill Dudley, NY Fed Chief , is below. Really a masterclass in how monetary policy is not only made but executed and put into actual operations.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

DECEMBER 26, 2023

The transcript from this week’s, MiB: Stephen Suttmeier, BAML Chief Equity Technical Strategist , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:00:08 [ Barry Ritholtz ] This week on the podcast, I have a special guest. I was there from 9 89 to 93.

Marketing 152

Marketing Marketing Financial Advisor Clients 152

The Big Picture

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I have an extra special guest. Brad Gerstner is a founder and investor in technology startups.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

APRIL 2, 2024

He is just so fascinating, such an interesting person born in the uk, grows up in Scotland, is becomes a professor in the uk and then says, let’s go check out that place America and starts teaching at, at Princeton 40 years ago. The transcript from this week’s, MiB: Angus Deaton on America’s Wealth & Inequality , is below.

Healthcare 141

Healthcare Medicine Economics Numbers 141

The Big Picture

NOVEMBER 7, 2023

 The transcript from this week’s, MiB: Zeke Faux, Number Go Up , is below. Zeke Fox’s book number go up inside crypto’s Wild Rise and staggering. 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. He won the Loeb Award, the Civil Gavel Award.

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.  The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. Starting at the beginning of the administration in 2017. And he said, yeah, not in my house.

Taxes 268

Taxes Banking Clients Management 268