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.

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Retirement Investing Investments Numbers 189

Calculated Risk

NOVEMBER 26, 2024

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

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Numbers Sales 147

Nerd's Eye View

JANUARY 20, 2025

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Further, because choosing 'top' podcasts is inherently subjective (e.g.,

Financial Advisor 246

Financial Advisor Financial Advice Financial Planner Estate Planning 246

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 (..)

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Consulting Clients Financial Planning Compensation Planning 243

Nerd's Eye View

DECEMBER 31, 2024

What's unique about Stacey, though, is how she has implemented a leadership training program for Morton Wealth to ensure that the firm's middle managers (many of whom were promoted from "do-er" positions into roles where they have to now manage other do-ers) feel empowered and have the communication and management skills to effectively lead a growing (..)

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Management Financial Advisor Clients Numbers 244

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.

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Healthcare Economy Numbers Assets 294

The Big Picture

MARCH 13, 2025

I have known Scott Galloway since way before his first book, The Four , came out in 2017. This is the first podcast where i am discussing the book. He had been on MiB prior, and it was my pleasure to intro it at NYU Stern when it first was published. They unpack why diversification is both boring and sexy, whether the U.S.

Investments 147

Investments Investing Wealth Management Numbers 147

Abnormal Returns

DECEMBER 2, 2024

The TSA screened a record number of passengers on Sunday. abnormalreturns.com) Mixed media Costco ($COST) is getting out of the books business. (bloomberg.com) Finance Why ServiceTitan has to go public. axios.com) Robinhood ($HOOD) is now taking on Charles Schwab ($SCHW) and Fidelity. barrons.com) Boom! Well, you should. twopct.com)

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Communication Manufacturing Media Banking 157

The Big Picture

APRIL 8, 2023

He has also written several books on corporate finance and equity valuation and has published widely in journals. His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. He received his MBA and Ph.D. from the University of California at Los Angeles.

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Valuation Insurance Numbers Portfolio Management 306

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

Calculated Risk

JANUARY 17, 2023

Any number below 50 indicates that more builders view sales conditions as poor than good. • 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 10:00 AM, The January NAHB homebuilder survey.

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Retail Sales Banking Numbers 195

The Big Picture

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” I am very excited about this,my first book in 15 years. ” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025.

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Investing Investments Numbers 189

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 195

Investing Investments Food Ethics 195

Calculated Risk

APRIL 19, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Richmond based on information collected on or before April 10, 2023." Employment growth moderated somewhat this period as several Districts reported a slower pace of growth than in recent Beige Book reports.

Marketing 188

Marketing Marketing Transportation Sales 188

Wealth Management

MARCH 9, 2023

The Federal Reserve’s February 2023 Beige Book numbers show commercial real estate lending has remained stable. reported falling foot traffic at malls last month. These are among today’s must reads from around the commercial real estate industry.

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Numbers 277

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." Richard Berner about the evisceration of financial oversight. ritholtz.com) Joe Fahmy talks avoiding trading mistakes with Brian Lund.

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Budgeting Economy Taxes Economics 144

Nerd's Eye View

JUNE 10, 2025

In this episode, we talk in-depth about how Leila has found that the time firms need to spend on compliance can vary based on their size (with solo advisors possibly only needing to spend a couple of hours per month and increasing as they add more employees), how Leila finds that firms tend to start looking for outsourced compliance solutions once (..)

Compliance 147

Compliance Financial Advisor Business Planning Financial Services 147

Advisor Perspectives

SEPTEMBER 17, 2024

Christine Benz is Morningstar’s director of personal finance and retirement planning, but she’s written a book that evokes Viktor Frankl as much as Bill Sharpe, aiming to go well beyond the mathematics of saving for, and living in, retirement.

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Retirement Numbers Retirement Planning Planning 116

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” That convinced Sullivan to book the lads.2

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Numbers Communication Media Investing 334

The Big Picture

MAY 28, 2023

A painstakingly documented new book by Jonathan Howard, a neurologist at New York University and a veteran debunker of the pseudoscience contaminating our efforts to fight the pandemic. Vox ) • Why is the US banning children’s books? Now the banning and challenging of books in the US has escalated to an unprecedented level.

Accounting 299

Accounting Medical Numbers Assets 299

Abnormal Returns

DECEMBER 31, 2024

heathercoxrichardson.substack.com) Economy The October Case-Shiller numbers showed a 3.6% abnormalreturns.com) Mixed media 25 of the best nonfiction books of 2024 including "Supercommunicators: How to Unlock the Secret Language of Connection" by Charles Duhigg. rise in national home prices. Well, you should.

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Media Economy Numbers Economics 167

Calculated Risk

JANUARY 16, 2024

Any number below 50 indicates that more builders view sales conditions as poor than good. • 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 10:00 AM, The January NAHB homebuilder survey.

Retail 147

Retail Sales Banking Numbers 147

Abnormal Returns

DECEMBER 8, 2023

pionline.com) Books Amy Edmondson has won the Financial Times and Schroders Business Book of the Year Award for "Right Kind of Wrong: Why Learning to Fail Can Teach Us to Thrive." talkingbiznews.com) Ten books that made us think in 2023 including "Ours Was the Shining Future" by David Leonhardt. unemployment rate.

Financial Advising 261

Financial Advising Media Economy Numbers 261

Abnormal Returns

OCTOBER 8, 2023

insights.finominal.com) Skip Michael Lewis' new book and instead read Zeke Faux's "Number Go Up." (axios.com) Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) How factors have performed YTD. latimes.com)

Numbers 284

Numbers Assets Investing Investments 284

Nerd's Eye View

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)

Financial Planner 246

Financial Planner Investment Advisor Financial Advisor Clients 246

Abnormal Returns

JUNE 2, 2023

insideradio.com) The number of songs uploaded to streaming services just keep increasing. morningstar.com) Cameron Passmore and Benjamin Felix talk with Nick Maggiulli about his book "Just Keep Buying: Proven Ways to Save Money and Build Your Wealth." The biz Consolidation is here, again, as independent podcast companies sell out.

Portfolio Management 272

Portfolio Management Management Numbers Portfolio 272

The Big Picture

APRIL 10, 2025

But this is a fun conversation with Pete Dominick discussing the economy, the market and of course, the new book! He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Yeah, yeah, more of me, I know.

Investments 130

Investments Investing Startup Wealth Management 130

Abnormal Returns

SEPTEMBER 21, 2023

ft.com) Books A review of "The Missing Billionaires: A Guide to Better Financial Decisions" by Victor Haghani and James White. economist.com) The six finalists for the Financial Times and Schroders Business Book of the Year Award include "Right Kind of Wrong: Why Learning to Fail Can Teach Us to Thrive" by Amy Edmondson.

Financial Advising 293

Financial Advising Media Economy Numbers 293

Abnormal Returns

AUGUST 23, 2024

disciplinefunds.com) Jobs numbers get revised all the time. posting-nexus.ghost.io) It's okay to not finish a book. (theverge.com) Tesla ($TSLA) had to cut down a lot of trees to build its German gigafactory. fastcompany.com) Economy It's hard not to argue the economy is weakening. Then check out our weekly e-mail newsletter.

Financial Advising 259

Financial Advising Media Economy Numbers 259

Calculated Risk

JANUARY 11, 2025

2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, January 16th -- 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.3% down from 0.2.

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Retail Manufacturing Sales Food 162

Abnormal Returns

DECEMBER 24, 2023

time.com) Books The 16 best books of 2023 including "Fire Weather: A True Story from a Hotter World" by John Vaillant. wired.com) Some favorite books from 2023 including "Excellent Advice for Living: Wisdom I Wish I’d Known Earlier" by Kevin Kelly. (propublica.org) The case for more U.S. immigration.

Financial Advising 256

Financial Advising Media Economy Numbers 256

Abnormal Returns

DECEMBER 28, 2022

theinformation.com) Books The best books of 2022 including "Tomorrow and Tomorrow and Tomorrow" by Gabrielle Zevin. hollywoodreporter.com) The best books of 2022 including "Indigenous Continent: The Epic Contest for North America" by Pekka Hämäläinen. (tomtunguz.com) Instacart continues to slash its valuation.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Abnormal Returns

DECEMBER 13, 2023

Podcasts Jordan Harbinger talks with Morgan Housel about his book "Same As Ever." humbledollar.com) Some books Morningstar types recommend including "Number Go Up" by Zeke Faux. jordanharbinger.com) Barry Ritholtz has a new short-form podcast 'At the Money' exploring a range of money questions. humbledollar.com)

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Retirement Numbers Taxes 257

Calculated Risk

NOVEMBER 30, 2024

The number of job openings (black) were down 20% year-over-year. 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, December 5th -- 8:30 AM: The initial weekly unemployment claims report will be released. million from 7.86

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Manufacturing Sales Government Banking 162

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. newsletter.abnormalreturns.com) Mixed media 100 notable books of 2023 including 'The Battle of Ice and Ink' by Darrell Hartman. humbledollar.com) Why it's hard for outsiders to know what's going on inside a company.

Financial Advising 275

Financial Advising Economics Insurance Media 275

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. So it, it really captures a number of, of factors and characteristics. I don’t trust the numbers.

Valuation 147

Valuation Investing Investments Numbers 147

The Big Picture

MAY 6, 2024

It’s taken me months to organize all of my research for my next book project; it’s a lot of stuff, some dating back to 2000. Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. A lot of it has not aged well.

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Numbers Investing Investments Marketing 290