Clever Girl Finance

FEBRUARY 20, 2024

You could spend it on a luxurious vacation or a new car, or you could invest it wisely to set yourself up for financial stability in the future. So, let’s find out the best way to invest $20k! Is $20,000 a good amount to invest? What is the best thing to invest $20,000 in long term? Think outside the box!

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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. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.

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Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. ETFS can be thought of as a wrapper around an investment strategy.

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The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. David is on the global investment committee. I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. He leads the executive team.

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Validea

NOVEMBER 15, 2023

But today’s investor, mostly due to structural efficiencies, technology, fees, optionality and tools, resources and investing education, is probably better off than ever before. Firms like Robinhood were embraced by millions of new investors, and the zero-commission trend is now the standard among major online brokerages in the U.S.

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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. CLIFFORD ASNESS, CO-FOUNDER, AQR CAPITAL MANAGEMENT: Yeah, I basically discovered him. It is a masterclass. I liked what they did.

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The Better Letter

APRIL 11, 2024

This week’s TBL considers the nature of beliefs generally before providing at a “working draft” of my investment beliefs. Investment Beliefs Facts without interpretation are useless. “Beliefs are like possessions,” Robert Abelson wrote. And how right he was. Thanks for visiting.

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Good Financial Cents

AUGUST 18, 2023

When I became an accredited investor, I found myself among an elite group with the financial means and regulatory clearance to access investments that many couldn’t. This opened doors to exclusive realms like hedge funds, venture capital firms, specific investment funds, private equity funds, and more.

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The Big Picture

NOVEMBER 15, 2022

In 1992, when I joined, they gave me the highfalutin title of Managing Director of Corporate Strategy. ?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

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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. Schwartz and Siegel on SFTLR! ,

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