Calculated Risk

JANUARY 15, 2025

Fed's Beige Book Economic activity increased slightly to moderately across the twelve Federal Reserve Districts in late November and December. Consumer spending moved up moderately, with most Districts reporting strong holiday sales that exceeded expectations. Vehicle sales grew modestly.

Economics

Calculated Risk

JULY 15, 2025

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • At 9:15 AM, The Fed will release Industrial Production and Capacity Utilization for June. The consensus is for a 0.1%

Banking

Calculated Risk

MARCH 5, 2025

Fed's Beige Book Overall economic activity rose slightly since mid-January. Six Districts reported no change, four reported modest or moderate growth, and two noted slight contractions.

Economics

Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers.

Financial Planning

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

The Big Picture

NOVEMBER 18, 2024

I submitted the final manuscript for my new book, How Not to Invest , last week. There was always this time pressure, and since it was my first book, I had little idea what I was doing other than expanding various blog posts into full-length chapters. The book will have its own website at hownottoinvestbook.com.*

Investing

The Big Picture

JANUARY 2, 2025

The best films, books, and music releases are unknown in advance. ” If you want to read more of the fun details, well, than order the book. We do not know which geopolitical hot spot will erupt in turmoil; we have no idea where or when the next natural disaster will hit. Please pre-order a copy today!

Banking

The Big Picture

MARCH 10, 2025

Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. His brilliant insights colored lots of themes in my book, and Denominator Blindness is a perfect example. Q :“ Your book discusses emotional decision-making extensively. Here is the full-length Q&A discussion.

Investing

Nerd's Eye View

JULY 30, 2025

In the absence of clear regulatory requirements for how to use these tools, RIAs have been largely left on their own to figure out how to address challenges associated with protecting client privacy, screening out inaccurate or biased data, and maintaining necessary books and records. Recordkeeping is another key compliance obligation.

Compliance

Calculated Risk

MARCH 4, 2025

If the Federal Reserve books a net loss, then it books a negative remittance to the Treasury but it also books an increase in its deferred asset remittance to Treasury. This deferred asset reflects the fact that the Treasury does not in fact remit any funds to the Fed when the Fed books a loss.

Assets

Trade Brains

JULY 6, 2025

The post Robust Order Book: 4 Low Debt Stocks with Strong Fundamentals to Keep an Eye On appeared first on Trade Brains. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

Manufacturing

Nerd's Eye View

OCTOBER 29, 2024

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

Consulting

The Big Picture

MARCH 7, 2025

He discuss structural changes to the global economy, doomsaying, and his book Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk , A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. Philipp also leads the Center for Macroeconomics at the BCG Henderson Institute.

Economics

Abnormal Returns

DECEMBER 25, 2024

Podcasts Christine Benz talks with Daniel Crosby about his new book "The Soul of Wealth: 50 Reflections on Money and Meaning." morningstar.com) Robin Powell talks with Jonathan Clements about the importance of investor behavior.

Financial Advice

Abnormal Returns

JULY 28, 2025

altgoesmainstream.substack.com) Books A Q&A with Doug and Heather Boneparth, co-authors of “Money Together: How to Find Fairness in Your Relationship and Become an Unstoppable Financial Team.” (youtube.com) Michael Sidgmore talks with SageSpring Private Wealth's Winston Justice. trillion in assets.

Financial Advice

The Big Picture

MARCH 14, 2025

A list of her favorite books is here ; A transcript of our conversation is available here next week. His latest book is “ Two Thoughts: A Timeless Collection of Infinite Wisdom.” She served as chief economist on the U.S.

Economics

The Big Picture

MAY 1, 2025

Many, if not most, investing books aim to teach people how TO invest. The book is broken down into four categories of things not to do when youre investing. The second section of your book focuses on Bad Numbers, or in other words, misleading numbers that could drive the economy, the markets and ultimately, your investments.

Retirement

Abnormal Returns

JULY 2, 2025

Podcasts Peter Lazaroff talks with Barry Ritholtz about his new book "How NOT to Invest." peterlazaroff.com) Peter Mallouk talks the science of happiness with Jonathan Clements.

Retirement

Abnormal Returns

MARCH 20, 2025

Books An excerpt from "Abundance" by Ezra Klein and Derek Thompson. theatlantic.com) An excerpt from Clay Risens new book "Red Scare: Blacklists, McCarthyism, and the Making of Modern America." slate.com) An excerpt from John Green's new book "Everything is Tuberculosis."

Insurance

The Big Picture

JUNE 28, 2025

After a few month run, I took a break from talking about the book. Going forward, I’ll be speaking about HNTI occasionally. Barry challenges common financial myths, explores why we’re drawn to faulty financial forecasts, and highlights red flags in popular financial advice. Good stuff!

Financial Advice

The Big Picture

FEBRUARY 14, 2025

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. Favorite Books The post MiB: Christine Phillpotts, Ariel Investments appeared first on The Big Picture.

Investing

The Big Picture

OCTOBER 30, 2024

Meb Faber : When we wrote this book a decade ago, you know, we looked at the historical returns of shareholder yield companies and it turned out that shareholder yield beat any dividend strategy we could come up with. High dividend yield, dividend growth, it beat the market, on and on, and we saw it as really the premier factor.

Valuation

The Big Picture

JUNE 18, 2025

Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.

Investing

Calculated Risk

NOVEMBER 26, 2024

From Intercontinental Exchange (ICE): • Home price growth edged slightly higher in October to +3.0% (from +2.9%

Numbers

Abnormal Returns

JUNE 18, 2025

Podcasts Chris Hutchins talks with Nick Maggiulli about his forthcoming book "The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life." chrishutchins.com) Jill Schlesinger talks with Barry Ritholtz about his new book "How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them."

Retirement

The Big Picture

AUGUST 7, 2025

Great short sellers are wired differently; don’t expect success on the long side to necessarily translate to a successful short book. Stress test not only the portfolio but also how the business, financing and counterparty risk hold up under material market pressure. The opposite of a long isn’t a short.

Portfolio

Validea

NOVEMBER 2, 2024

He focused on four key valuation metrics, looking for stocks in the bottom 20% of the market on at least two of these measures: Price-to-earnings (P/E) ratio Price-to-cash flow (P/CF) ratio Price-to-book value (P/B) ratio Price-to-dividend (P/D) ratio His research showed that stocks ranking poorly on these metrics consistently outperformed the market (..)

Investing

Nerd's Eye View

JUNE 10, 2025

And be certain to listen to the end, where Leila shares why it’s valuable for firms to keep their compliance professionals in the loop when business planning to ensure potential time and/or hard dollar compliance costs are kept in mind when considering new initiatives, why Leila’s firm is building technology tools to both capture books (..)

Compliance

The Big Picture

JANUARY 15, 2025

He wrote the book, Private Equity Deals: Lessons in investing, dealmaking and operations. His latest book is Private Equity Deals: Lessons in investing, dealmaking and operations from private equity professionals is out now. all these questions come right from your book.) So, Ted, let’s start with the basics.

Portfolio

Abnormal Returns

MARCH 14, 2025

larrykotlikoff.substack.com) Finance Scott Galloway talks with Barry Ritholtz about his new book "How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth - and How to Avoid Them." (freakonomics.com) Laurence Kotlikoff talks with Prof. Richard Berner about the evisceration of financial oversight.

Budgeting

Abnormal Returns

FEBRUARY 5, 2025

wsj.com) A review of Sahil Bloom's new book "The 5 Types of Wealth." (thesandboxdaily.com) What is the perfect level of wealth? awealthofcommonsense.com) A profile of personal finance star Ramit Sethi.

Retirement

Abnormal Returns

JANUARY 23, 2025

Books An excerpt from "Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son" by Lionel Barber. ryanholiday.net) Martha Marty Goddard invented the rape kit but has to-date been written out of the history books. Be about it.' theatlantic.com) A profile of Adrian Wojnarowski, general manager of the St.

Economics

Abnormal Returns

JUNE 25, 2025

podcasts.apple.com) Luca Dellanna and Ismail Manik talk with Barry Ritholtz about his book "How NOT to Invest." Podcasts Peter Mallouk and Charlie Bilello talk with Jonathan Clements about some big lessons. podcasts.apple.com) Barry Ritholtz talks second homes with Jonathan Miller, President of Miller Samuel.

Retirement