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Fed's Beige Book: "Economic activity increased slightly to moderately"

Calculated Risk

Financial service providers reported modest growth in lending and little change in asset quality overall, though lenders and community organizations voiced concerns about delinquencies among small businesses and lower-income households. Nonprofit social service agencies faced high demand amidst uncertainty about future funding levels.

Economics 162
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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

The Big Picture

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking 130
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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

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A Guide to Tax-Efficient Real Estate Investment

Harness Wealth

Short-term gains (on assets held for less than 1 year) are taxed as ordinary income. Long-term gains (on assets held for over 1 year) benefit from lower federal rates (0%, 15%, or 20% for 2025). The process involves an investor transferring appreciated real estate into an irrevocable CRT, which then sells the asset tax-free.

Taxes 52
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

We want to donate half of our profits to nonprofit organizations. Tell us a little bit about the impact of that on running an asset management business. So you think of old economy stocks and new economy stocks is another way to think about ’em. That’s when you launched where you launched.

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10 Monday AM Reads

The Big Picture

My back-to-work morning train WFH reads: • The state of the economy on Election Day, explained in 6 numbers : Rising prices have weighed heavily on the minds of voters who will soon determine the outcome of elections across the country. ( When Should You Change Your Asset Allocation? Are TIPS a Bargain? They are, but with an asterisk.

Nonprofit 276
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How Rich Are American Households?

A Wealth of Common Sense

Each quarter they provide details on total financial assets and liabilities for households and nonprofit organizations. This data doesn’t tell us where the economy is heading but it can help understand how Americans are generally positioned for whatever happens next.

Nonprofit 141