The Big Picture

FEBRUARY 6, 2024

 The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:00:10 [ Barry Ritholtz ] This week on the podcast, I have an extra special guest. a year, way over both.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

MARCH 5, 2024

So safety, you have to be pretty fast and 00:02:23 [David Snyderman] That was the issue.  The transcript from this week’s, MiB: David Snyderman, Magnetar Capital , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It was a lot of fun.

Banking 143

Banking Portfolio Assets Investing 143

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The firm runs about $34 billion. I’ve been intrigued by Orbis for quite a while.

Investing 130

Investing Investments Clients Management 130

The Big Picture

FEBRUARY 13, 2023

 The transcript from this week’s, MiB: Rick Rieder, BlackRock’s CIO of Global Fixed Income , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He holds all sorts of fascinating titles in addition to chief investment officer for bonds.

Economy 143

Economy Numbers Portfolio Marketing 143

The Big Picture

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I have the delightful Liz Ann Sonders on. The firm has eight and a half trillion dollars on its platform.

Investing 143

Investing Investments Marketing Marketing 143

The Big Picture

DECEMBER 26, 2023

00:01:07 [Speaker Changed] Yeah, so I, I went to Fairview University undergrad, and it was right, I didn’t put it this way, it was right after the nine, right after 1987 crashed. The transcript from this week’s, MiB: Stephen Suttmeier, BAML Chief Equity Technical Strategist , is below. So you get an MBA from Fordham. Oh, really?

Marketing 154

Marketing Marketing Financial Advisor Clients 154

The Big Picture

NOVEMBER 28, 2023

And then what, ultimately, so you missed all the fund during the Peter Atwater : 00:03:00 Financial crisis? The transcript from this week’s, MiB: Peter Atwater, Financial Insyghts , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I did, I did.

Banking 253

Banking Media Economics Food 253