The Big Picture

SEPTEMBER 19, 2023

00:05:37 [Speaker Changed] So I have like a half a dozen questions that has led me to, but let’s start with bucketing or what some people call silos. 00:05:52 [Speaker Changed] Well, let me give you an example. 00:05:52 [Speaker Changed] Well, let me give you an example. Different types of investing.

Assets 141

Assets Management Portfolio Investing 141

The Big Picture

JANUARY 16, 2024

Barry Ritholtz : 00:05:26 [Speaker Changed] Very favorable treatment of, of those purchases. Cathy Marcus : 00:05:38 [Speaker Changed] As did integrated resources. Cathy Marcus : 00:05:38 [Speaker Changed] As did integrated resources. Oh, that’s very funny Barry Ritholtz: 00:05:42 [Speaker Changed] Very funny.

Assets 258

Assets Investing Investments Management 258

The Big Picture

NOVEMBER 14, 2023

So I was a math major pretty much because it was an easy a for me, 00:02:27 [Speaker Changed] Math is truth. 00:05:30 [Speaker Changed] I I thought you were gonna say indebted, but it it really that too. 00:05:50 [Speaker Changed] Pretty soon. 00:07:05 [Speaker Changed] Right. Not the usual combination.

Math 130

Math Management Insurance Assets 130

Sara Grillo

JUNE 12, 2023

Fiduciary should be an operating principle, not just a marketing term. The New York Court of Appeals Constitutionally affirmed Reg 187 in October 2022. They did 0:05:49.4 Variable making variable life, universal life, anything that goes with the market is based on the performance of an index or the market, the market.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

MARCH 26, 2024

00:05:46 [Speaker Changed] It, it toughened you up. 00:05:50 [Speaker Changed] Fortunately, haven’t had that. 00:05:52 [Speaker Changed] Alright, let’s get serious. And 00:08:27 [Speaker Changed] It was mostly millions of, of viewers every week. That was the great bull market. It wasn’t the case.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. 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

MAY 21, 2024

You know, 00:04:27 [Speaker Changed] My, see, see, for Jewish parents, if you go to law school, they’ll put up with that. 00:05:01 [Speaker Changed] So, so how do you end up at, at Atcu Kemper In, in both New York and San Francisco Yeah. 00:05:18 [Speaker Changed] No, I had no idea. About equity markets.

Numbers 141

Numbers Management Banking Marketing 141