Calculated Risk

MARCH 4, 2025

The reason, of course, is that the Federal Reserve funded the bulk of these long-term fixed rate assets with increases in interest-bearing very short-term liabilities mainly depository institution deposits (reserves) and repos --with interest rates tied to the federal funds rate. That is not, however, the case.

Assets 162

Assets Accounting 162

The Big Picture

MARCH 21, 2025

Prior to founding O’Shaughnessy Ventures, Jim was the Founder and Chair of OSAM (O’Shaughnessy Asset Management) which was acquired by Franklin Templeton in 2021. His book “ What Works on Wall Street ” (now in its 4th edition) was a New York Times bestseller. His new book is Who Is Government?:

Government 176

Government Management Assets Investing 176

The Big Picture

JANUARY 24, 2025

The firm is owned by Mass Mutual, and half of its $431 billion in invested assets are from the insurance giant, with the rest coming from institutional investors. ” A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. This week, we speak with Mike Freno , Chairman and CEO at Barings.

Insurance 190

Insurance Assets Management Banking 190

Wealth Management

JUNE 27, 2024

In the suit, Mariner argues Savvy poaches books of business without “regard to contractual obligations.” Mariner is suing three advisors who recently left to join Savvy Wealth's RIA affiliate.

Assets 261

Assets Clients 261

The Big Picture

FEBRUARY 14, 2025

She also worked as JPMorgan Asset Management equity research associate for US Tech. A list of her favorite books is below; A transcript of our conversation is available here Tuesday. His new book is Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk.

Investments 167

Investments Investing Portfolio Management Consulting 167

Abnormal Returns

AUGUST 5, 2022

newsletter.abnormalreturns.com) Mixed media The best books of 2022, so far, including "True Story: What Reality TV Says About Us" by Danielle J. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. esquire.com) Have we reached 'peak Substack newsletter'?

Assets 244

Assets Startup Financial Advising Media 244

The Big Picture

FEBRUARY 7, 2025

billion in assets under management. On this episode, we discuss his path through finance, his new book “ The 5 Types of Wealth ,” and what it truly takes to live a healthier, wealthier life. Sahil spent seven years in high finance, serving as Vice President of a private equity fund with $3.5

Startup 167

Startup Portfolio Management Management Portfolio 167

Wealth Management

APRIL 8, 2025

The RIA integrator, founded by United Capital advisors about two years ago, has booked its 14th and 15th deals since launch.

Assets 241

Assets 241

Wealth Management

JULY 20, 2023

Book & Associates, along with its affiliated RIA, a Dover-based firm with about $376 million in AUM. Savant Wealth Management is acquiring Raymond F.

Wealth Management 246

Wealth Management Assets Management 246

The Big Picture

APRIL 28, 2025

Nick Maggiullis book Just Keep Buying makes this case very persuasively. Plus bonds down 15% – the first double-digit drop for both asset classes in 4 decades. When we talk about muscle memory, what we are really discussing are habits for which we have been continuously rewarded. See also Lazy Portfolios rolling returns.

Risk Management 328

Risk Management Management Marketing Marketing 328

The Big Picture

SEPTEMBER 27, 2024

Her new book “ In This Economy?: A list of her favorite books is here ; A transcript of our conversation is available here next week. Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets. She has been published at Bloomberg, New York Magazine, FT, and the NYT.

Healthcare 289

Healthcare Economy Numbers Assets 289

The Big Picture

JUNE 3, 2023

Sethi is also the host of the Netflix series “ How To Get Rich ,” which is based on his New York Times bestselling book “ I Will Teach You to Be Rich “; he also hosts a podcast of the same name. That blog eventually became a short e-book, the success of which led him to write a full-length book.

Education 332

Education Assets Government Banking 332

The Big Picture

APRIL 13, 2025

As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. In this conversation, Barry shares the origin story and the ideas behind his latest book, “How Not to Invest.”

Wealth Management 176

Wealth Management Assets Management Investments 176

The Big Picture

MAY 3, 2025

We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6 billion in assets under management.

Clients 147

Clients Investments Investing Wealth Advisor 147

Abnormal Returns

DECEMBER 2, 2024

Markets How major asset classes performed in November 2024. abnormalreturns.com) Mixed media Costco ($COST) is getting out of the books business. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. wsj.com) Crypto ETFs continue to attract record inflows. Well, you should.

Communication 157

Communication Manufacturing Media Economy 157

The Big Picture

OCTOBER 29, 2022

Professor Jeremy Siegel at the University of Pennsylvania, where he is frequently voted Best professor at Wharton, and is the author of Stocks for the Long Run , Jeremy Schwartz is CIO at Wisdom Tree Asset Management , where he has worked since May 2005. Favorite Books of Jeremy Siegel + Jeremy Schwartz.

Assets 293

Assets Financial Market Investments Investing 293

Nerd's Eye View

JANUARY 3, 2025

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

The Big Picture

JANUARY 3, 2025

A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. Be sure to check out our Masters in Business next week with Brian Hurst founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.

Portfolio Management 157

Portfolio Management Assets Management Economics 157

Nerd's Eye View

OCTOBER 1, 2024

Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households.

Assets 225

Assets Financial Advisor Insurance Clients 225

Abnormal Returns

DECEMBER 5, 2024

axios.com) Fund management BlackRock ($BLK) will soon oversee almost $600 billion of alternative assets. mining.com) Taylor Swift can sell a lot of books as well. (jaywoods.substack.com) Companies Dollar stores have had a rough 2024. sherwood.news) Palantir ($PLTR) did not. npr.org) Diamonds may be forever, but diamond pricing isn't.

Retail 176

Retail Media Economy Sales 176

Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. There are two types of structured sequences.

Financial Advisor 52

Financial Advisor Communication Media Clients 52

Abnormal Returns

JANUARY 17, 2025

forbes.com) Economy Danny Crichton talks with Byrne Hobart and Tobias Huber authors of the new book "Boom: Bubbles and the End of Stagnation." joincolossus.com) Finance Josh Brown talks with Owen Lamont of Acadian Asset Management about the 'Seven pillars of market bubbles.' A Self-Help Book for Societies."

Economics 157

Economics Economy Investments Investing 157

Abnormal Returns

MARCH 4, 2025

alphainacademia.substack.com) Some popular economics books to avoid including "Power and Progress," by Daron Acemoglu and Simon Johnson. noahpinion.blog) Asset growth High investment has historically led to disappointing future returns. acadian-asset.com) The asset growth factor is not as powerful on a closer look.

Math 144

Math Assets Economics Portfolio 144

Nerd's Eye View

DECEMBER 31, 2024

Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households. My guest on today's podcast is Stacey McKinnon.

Management 243

Management Financial Advisor Clients Numbers 243

Abnormal Returns

JANUARY 7, 2024

allstarcharts.com) How major asset classes performed in December 2023. wsj.com) Asset class returns were pretty green in 2023 except for commodities. wsj.com) Asset class returns were pretty green in 2023 except for commodities. (theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. albertbridgecapital.com)

Assets 290

Assets Economy Investments Investing 290

The Big Picture

DECEMBER 13, 2023

Indeed, Faux’s book isn’t really about crypto it’s about the rise and collapse of a bubble and the consequent madness of crowds. The madness of crowds is fascinating, fun, and good for a morality tale but it doesn’t really tell us much about the underling asset. It’s an old and familiar story. Jury is still out.

Numbers 313

Numbers Government Assets Management 313

Abnormal Returns

JANUARY 23, 2024

institutionalinvestor.com) Political risk is priced in global asset markets. alphaarchitect.com) 46 books for quants. (papers.ssrn.com) Bloomberg has built an AI tool to summarize earnings calls. papers.ssrn.com) Financial literacy in the U.S. isn't great. pyquantnews.com)

Assets 291

Assets Marketing Marketing 291

The Big Picture

SEPTEMBER 9, 2023

Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. Previously, she was Chief Investment Officer of Hawaii’s Employees’ Retirement System (“HIERS”).

Engineering 322

Engineering Portfolio Management Assets 322

Abnormal Returns

MAY 22, 2025

morningstar.com) Traditional asset managers are teaming up with alternatives providers. abnormalreturns.com) Mixed media 16 books from JPMorgans annual summer reading list including: Economic Spotlight: Our Dollar, Your Problem: An Insiders View of the Seven Turbulent Decades of Global Finance, and the Road Ahead by Kenneth Rogoff.

Investments 144

Investments Investing Media Government 144

Abnormal Returns

AUGUST 4, 2024

capitalspectator.com) How major asset classes performed in July 2024. allstarcharts.com) The best books of the year so far including "The Hunter" by Tana French. (disciplinefunds.com) Bonds are doing okay in 2024, except for long duration. capitalspectator.com) Commodities are back down to their lows of the year.

Valuation 283

Valuation Assets Marketing Marketing 283

Abnormal Returns

SEPTEMBER 4, 2024

ritholtz.com) Rick Ferri talks with Christine Benz about her new book "How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement." marketwatch.com) Investing You're never going to turn stocks into a predictable asset. Podcasts Barry Ritholtz talks with Eric Balchunas about the importance of falling fund fees.

Estate Planning 261

Estate Planning Retirement Tax Planning Planning 261

Abnormal Returns

OCTOBER 6, 2023

(joincolossus.com) Ted Seides talks with Dmitry Balyasny is the founder, Managing Partner, and CIO of Balyasny Asset Management. Samuel Hartzmark about the complex intersection of asset pricing and behavioural finance. capitalallocators.com) Cameron Passmore and Benjamin Felix talk with Prof.

Assets 261

Assets Management 261

Abnormal Returns

OCTOBER 14, 2024

(optimisticallie.com) It's hard to find a losing asset class this year. mrzepczynski.blogspot.com) Strategy Five lessons from five great investing books. spyglass.org) Fund management Blackrock ($BLK) now has some $450 billion alternative assets under management. sherwood.news) In contrast, the MOVE index ain't doing much.

Financial Advising 274

Financial Advising Economy Assets Insurance 274

The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. This made me chuckle, as we had discussed this level of unsuitable and inappropriate asset management for years, with me offering an endless parade of examples.

Accounting 353

Accounting Government Assets Management 353

Nerd's Eye View

JUNE 17, 2025

billion in assets under management for 1,800 client households. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5

Clients 130

Clients Financial Advisor Assets Financial Services 130

Abnormal Returns

JANUARY 15, 2025

(financialducksinarow.com) Home ownership Alina Fisch, "A home is a bittersweet tangle of realities: your private sanctuary, a way to belong to a community, a place to make memories and express your personality, a financial asset you can leave to your heirs.but also a potential albatross of costs, hassle, and risk."

Retirement 157

Retirement Tax Planning Taxes Budgeting 157

A Wealth of Common Sense

DECEMBER 30, 2024

Today’s Talk Your Book is brought to you by Motley Fool Asset Management: See here for more information on the Motley Fool 100 Index ETF On today’s show, we discuss: How the index is constructed The difference between active and passive management Investing in growth vs value How to have conviction as an analyst The Motley Fool’s (..)

Investments 53

Investments Investing Valuation Assets 53