The Better Letter

JANUARY 11, 2024

As Daniel Kahneman, the world’s leading authority on human error, has carefully explained , “The idea that the future is unpredictable is undermined every day by the ease with which the past is explained.” Every year at about this time, I outline the previous year’s load of terrible (mostly market) forecasts.

Economy 96

Economy Economics Math Banking 96

The Big Picture

JANUARY 16, 2024

The transcript from this week’s, MiB: Cathy Marcus, co-CEO, global COO of PGIM Real Estate , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:00:09 [Barry Ritholtz] This week on the podcast I have an extra special guest. I have no family history.

Assets 259

Assets Investing Investments Management 259

The Better Letter

FEBRUARY 8, 2024

After he returned from Vietnam and was discharged, he would often sit in his backyard, watching jets fly overhead, dreaming about flying, and scheming about how to get up into the air. Larry Walters had always wanted to fly. When he was old enough, he joined the Air Force, but he could not see well enough to become a pilot.

Numbers 91

Numbers Education Management Math 91

The Big Picture

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Clients 290

Clients Wealth Management Investing Investments 290

Carson Wealth

AUGUST 21, 2023

We’ve pointed out how bear markets tend to end in October, especially in midterm election years, with the first half of pre-election years being extremely bullish. We’ve pointed out how bear markets tend to end in October, especially in midterm election years, with the first half of pre-election years being extremely bullish.

Marketing 52

Marketing Marketing Economy Retail 52

The Big Picture

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. My friend Howard Lindzon is a guest. Howard has had like really this shockingly blessed career. The people are great.

Media 281

Media Investing Investments Valuation 281

The Big Picture

NOVEMBER 14, 2023

 The transcript from this week’s, MiB: Linda Gibson, CEO, PGIM Quantitative Solutions , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She has a really fascinating background, very eclectic, a combination of math and law. Not the usual combination.

Math 130

Math Management Insurance Assets 130

Trade Brains

JULY 12, 2023

After that, a few sections are devoted towards the financials of the stock followed by a section on the order book and future plans. More than 22,000 trains run in the nation every day, ferrying 2.3 Fundamental Analysis of RVNL: The stock of Rail Vikas Nigam Ltd. RVNL) has delivered eye-popping returns in the last twelve months.

Planning 52

Planning Government Assets Accounting 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. But this market has also made it tough for the bears to get it right.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Good Financial Cents

JANUARY 26, 2023

That means understanding the stock market, planning for debt and savings, and investing in yourself through education or entrepreneurial ventures. Just as important is managing your health – after all, no one wants to retire only to have their retirement cut short! Early retirement has become a popular financial goal.

Retirement 122

Retirement Taxes Retirement Planning Accounting 122

The Big Picture

JUNE 27, 2023

And then covering, not in the mayhem of that Monday, but pretty close to the bottom tick on Tuesday, really just a fascinating career, a unique perspective on markets. And then covering, not in the mayhem of that Monday, but pretty close to the bottom tick on Tuesday, really just a fascinating career, a unique perspective on markets.

Math 143

Math Risk Management Management Marketing 143

Carson Wealth

APRIL 24, 2023

Market and economic sentiment remain bearish. Housing was a drag on GDP in 2022 and is likely to have been so in the first quarter. Now after a great start to the year for stocks, we are hearing some of the same negativity. Stocks have had a great start to 2023, and the economy continues to surprise to the upside.

Marketing 52

Marketing Marketing Economy Sales 52

The Big Picture

MARCH 14, 2023

You go to a few firms before you end up at Merrill Lynch in 1988, not too long after the crash.  The transcript from this week’s, MiB: Richard Bernstein, CEO/CIO at RBA , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Economy 154

Economy Investing Investments Portfolio 154

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. There were days when they were the only bidders for any type of fixed income, putting a hundred million dollars or more to work each day. Another extra, extra special guest.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MARCH 21, 2023

ASNESS: And they and almost to a man because I went to about 10 professors, they said go to Chicago. So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum.  The transcript from this week’s, MiB: Cliff Asness, AQR , is below. It is a masterclass. ASNESS: Yeah.

Valuation 164

Valuation Investing Investments Numbers 164

Trade Brains

OCTOBER 11, 2023

After the death of AJ Raymond, the Company was sold off to the Singhania Family the year 1944. Along with textiles, it also has a presence across varying segments such as Consumer Care, Realty, and Engineering in national and international markets. Keep reading to find out. Segment Analysis Textiles and Apparels Raymond Ltd.

Planning 64

Planning B2B Engineering Manufacturing 64

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. She can go anywhere, do anything. I actually have some relationship far, far away to Jules Var. Two reasons.

Assets 143

Assets Management Portfolio Investing 143

Good Financial Cents

APRIL 14, 2023

Personal Coaching 10. Flea Market Flipping 14. Become a Freelancer in Your Area of Expertise 24. A recent survey by the Research Department of Statista.com revealed that 34% of Americans had less than $1,000 in their savings accounts. The best part is there are hundreds, if not, thousands of different ways to make extra money.

Communication 90

Communication Investing Investments Accounting 90

The Big Picture

JULY 4, 2023

2022 was certainly a challenging year for a lot of the hedge fund industry and it really separates the winners from the also-ran. 2022 was certainly a challenging year for a lot of the hedge fund industry and it really separates the winners from the also-ran. What were your early career plans? What did you want to do with your life?

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. And by the time it’s released, it is fairly meaningless to what the market is going to be doing a few months.  The transcript from this week’s, MiB: Neil Dutta, Renaissance Macro Research , is below.

Economics 143

Economics Economy Marketing Marketing 143

Sara Grillo

JUNE 12, 2023

Not the premium – but the actual costs of the insurance policy. That’s what people think they grasp. When you pull back the curtain you see that insurance costs are often excessive – but the illustration will never tell you that! I’ve got some guests here who are ripping the veneer off the facade. So please subscribe! But you have to ask for it.

Insurance 59

Insurance Clients Financial Advisor Math 59