The Better Letter

JANUARY 19, 2023

The markets “fluctuated” in 2022. By almost any measure, 2022 was lousy, at least from a market perspective. January 3 was the first day of market trading for 2022. As it turned out, that Monday, 2022’s opening day, was a tipping point. percent in 2022, as both components were big losers.

Banking 84

Banking Economy Marketing Marketing 84

The Big Picture

JUNE 13, 2023

RITHOLTZ: I forgot to mention, you have received the Chevalier dans l’Ordre de la Légion d’Honneur by the president of the French Republic in January 2022. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banking 143

Banking Assets Investing Investments 143

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: So every time there is tumult in the real estate market, my instinct is always to say, “Let’s get Jonathan in here and talk about what’s going on in the real estate world.”  The transcript from this week’s, MiB: Jonathan Miller on Post-Pandemic Residential Real Estate , is below. MILLER: Sixth.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

SEPTEMBER 26, 2023

You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. Well, [ Ritholtz ] 00:04:57 Well, you know, dead investors, they just want their money back. So, so now let’s talk a little bit about oak tree.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MARCH 14, 2023

Let’s start talking a little bit about your career.  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. With no further ado, RBA’s Richard Bernstein.

Economy 154

Economy Investing Investments Portfolio 154

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. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Listen to this show.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

DECEMBER 20, 2022

Let’s talk a little bit about your background, you get an MBA in Wharton, and then a master’s in international studies and Latin America. KOENIGSBERGER: Emerging markets in the late ‘80s was very different than the emerging markets of 2022. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Banking 154

Banking Assets Government Investing 154

The Big Picture

DECEMBER 26, 2023

So, so let’s talk a little bit about your background. 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. So, yeah, I’m glad to have you.

Marketing 154

Marketing Marketing Financial Advisor Clients 154

The Big Picture

MAY 2, 2023

First, if you’re interested in watches, it’s amazing to talk to guys who have known so much and are so plugged into what’s going on in the industry and really are right in the middle of what’s become a speculative boom in timepieces. Let’s talk a little bit about how a blog becomes a business.

Retail 164

Retail Insurance Advertising Numbers 164

The Big Picture

APRIL 2, 2024

We’re gonna talk about in a few minutes, but let’s just start with what you cover, which is kind of fascinating. The transcript from this week’s, MiB: Angus Deaton on America’s Wealth & Inequality , is below. He wrote, what, what can I say? He is, he’s been here about half his life. So interesting, so fascinating.

Healthcare 143

Healthcare Medicine Economics Numbers 143