The Big Picture

SEPTEMBER 7, 2022

Would you like to explain that for the youth who don’t know what a Commodore 64 is? MARTIN: So I remember when I came home from elementary school one day, and my dad who was an electrical engineer, he used to design fuel gauges on airplanes, came home with this huge box. He said, “The first home computer.”

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Clever Girl Finance

MARCH 8, 2023

You won’t need a lot of capital to get started, and you can easily manage it from home. These side hustles are easier with two people since you can alternate picking up or dropping off items when needed. Flip houses Flipping houses is a side hustle that would need a lot of investment – not just with sweat equity but also financially.

Food 59

Food Advertising Sales Management 59

Brown Advisory

JUNE 12, 2017

Shareholders and investment analysts pose questions to Buffett and Munger in two, 2.5-hour Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy. Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Shareholders and investment analysts pose questions to Buffett and Munger in two, 2.5-hour Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy. Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios.

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

MARCH 5, 2024

David Snyderman has put together an incredible career in fixed income, alternative credit, and really just an amazing way of looking at risk and trade structure and how to figure out probabilistic potential outcomes rather than playing the usual forecasting and macro tourist game. . ~~~ This is not an official transcript. Louis for college.

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The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. My mom was a real estate agent, like home.

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The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. 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. I — I fell in love with equity derivatives.

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The Big Picture

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

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Clever Girl Finance

FEBRUARY 21, 2024

14 of the most useful personal finance ratios The best way to explain the ratios is just to start showing you examples! So below, we’ll explain how to use each one and why they can be helpful to your journey. Start by adding up all your regular income from jobs, side gigs, investment income, etc. What about your home?

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The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. So fixed income is now a substantial percentage of our assets.

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The Big Picture

AUGUST 15, 2023

But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc. Let’s talk a little bit about your alternative investments career. So that was my initial foray into the investment business. SEIDES: That was my true investment MBA. Great to be here with you.

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The Big Picture

NOVEMBER 14, 2023

But then this company, I’m getting off topic of the advanced management degree, but this company launched a new investment fund structure called Global Hub and Spoke or Master Feeder, you might have heard of it. And this is where I, I moved over to UAM at the time, which is the first multi boutique investment business.

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Good Financial Cents

DECEMBER 9, 2022

But do you know exactly what it is and how it can benefit your investments? And just as important, do you know where to find the best compound interest investments? In my estimation, compound interest is critical to successful investing. Best Compound Interest Investments . Investments That Compound Quickly.

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The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. Joanne Bradford : Well, you do learn a lesson about equity-based comp, and I finally got that right later on, which we can, which we can talk about. That led to their investment. Microsoft’s investment in Facebook.

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The Big Picture

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

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The Big Picture

AUGUST 29, 2022

So, if you are remotely interested in passive investing, ETFs, indexing, or Vanguard and Jack Bogle, you will find this to be an absolutely fascinating conversation. BALCHUNAS: Like a home game for me. So — so let’s talk a little bit about the home field advantage and your career. RITHOLTZ: Always (inaudible) ….

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The Better Letter

JANUARY 19, 2023

Keeping Perspective Every January I publish an investment outlook as part of my day job. Foreign equities were not immune to macro headwinds driven by the difficulties in the American markets. The National Association of Realtors reported recently the median existing-home sales price in the U.S. Thanks for visiting.

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The Big Picture

FEBRUARY 28, 2023

. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, another extra special guest from the world of private markets, the Partners Group is probably the largest private equity firm you’ve never heard of, perhaps because they were originally headquartered in Zug, Switzerland. in Colorado. He leads the executive team.

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Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

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The Big Picture

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

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The Big Picture

APRIL 4, 2023

And I got the opportunity to work with some really interesting folks who continue today to be involved in private equity and private credit, and then see them all the time and I’m very proud of that time. KENCEL: So — RITHOLTZ: Why are they investing in mid-market U.S. It was a great time. private — KENCEL: Right.

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Banking Management Investing Investments 141

The Big Picture

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate.

Banking 141

Banking Investing Investments Marketing 141

Sara Grillo

FEBRUARY 13, 2023

In this podcast we are going to expose the truth about ESG investing. And also Dr. Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge.

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Investing Investments Clients Portfolio 72

The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” The passion came when I went to invest the country’s foreign exchange reserves there and it was very much global government bond markets. What — explain oversharing of financial research.

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The Big Picture

MAY 21, 2024

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. She is one of the few people who combine quantitative investing with behavioral finance. Now equity, it’s just been a dream come true.

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The Big Picture

JUNE 20, 2023

 The transcript from this week’s, MiB: Gretchen Morgenson on Private Equity , is below. The current book is called “These Are the Plunderers, How Private Equity Runs and Wrecks America” That’s a little bit of a sensationalistic headline. Really, private equity used to be a small, outperforming sector of alternatives.

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The Big Picture

MARCH 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. They didn’t even know I was writing a dissertation on quant equities at night. It is a masterclass. RITHOLTZ: Right.

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The Big Picture

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. And I loved the openness to ideas that Peter had and willingness to consider alternative possibilities. Let, let’s start with your background. Tell us about that.

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The Big Picture

APRIL 11, 2023

What led you into that field of study in the world of investing? There are no Renaissance people left on Wall Street, and investing people who can talk about drama and talk about numbers at the same time. And let’s face it, dividends really never made sense as a way of returning cash to equity investors.

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The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. That’s the real success story, and that’s much harder than investing. You have to explain to me the name of this firm.

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The Big Picture

JANUARY 31, 2023

So a lot of the investment banking analysts had already lined up their gig. RITHOLTZ: So Rosie actually ends up going back home to Toronto — DUTTA: Yeah. Not a pretty decent entry point for equities. equity markets usually go up, and we’re very much U.S. But it was kind of late. RITHOLTZ: Really? DUTTA: Yes.

Economics 141

Economics Economy Marketing Marketing 141

Brown Advisory

AUGUST 1, 2018

Shareholders and investment analysts pose questions to Buffett and Munger in two 2.5-hour Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy. Buffett and Munger are significant influences on our investment approach. equity market. hour sessions covering about 60 questions.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Shareholders and investment analysts pose questions to Buffett and Munger in two 2.5-hour Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy. Buffett and Munger are significant influences on our investment approach. equity market. hour sessions covering about 60 questions.

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. The Professor invested and joined as an advisor.

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Numbers Investing Investments Marketing 141

The Big Picture

NOVEMBER 28, 2023

And this is everything from securitized credit cards to investing and and beyond. Was it watching a rollup entity, or was it the.com collapse that sent asset prices depending on where you were invested? I found this to be an absolutely fascinating conversation. And they’re two very different things. That’s a big, big whack.

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