The Big Picture

DECEMBER 6, 2022

They are a $40 billion thematic ETF shop that have some of the most interesting ETFs that are out there. Sure, most of the industry are passive giant ETFs from the likes of Vanguard and BlackRock and State Street. Tell us what led to this growth. They realized that the most effective way to compete was through innovation.

Clients 150

Clients Investing Investments Management 150

The Big Picture

DECEMBER 14, 2022

Tell us a little bit about that experience. But so much, of course, for all of us probably comes back to those formative years with our families. Because when you’re doing that, every day, you’re interacting with different clients in different industries and having to learn a whole new set of vocabulary, whole new business.

Assets 150

Assets Investing Investments Portfolio 150

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. Tell us a little bit about that history.

Economy 140

Economy Numbers Portfolio Marketing 140

The Big Picture

SEPTEMBER 5, 2023

There are few people more knowledgeable about what’s going on in the state of real estate, why it got to where it is today, how it’s changing, and what you should know about prices and supply in the near future than Jonathan. Tell us what that means. He is just simply the go-to guy when it comes to residential real estate.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. Tell us about that. I think you’ll enjoy it.

Investing 140

Investing Investments Clients Assets 140

The Big Picture

MARCH 21, 2023

Tell us a little bit about that. ASNESS: A lot of us think they should. But when you’ve gone through two-year periods like the tech bubble, and three-year periods like ‘18 through ‘20, I think myself, my family and some of my clients might take issue with the word consistently. ASNESS: Yeah. RITHOLTZ: Really?

Valuation 158

Valuation Investing Investments Numbers 158

Sara Grillo

SEPTEMBER 26, 2022

What do you believe the CFP Board’s role should be in the future? Get ready for a rumble, folks! Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. What is your opinion?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

FEBRUARY 20, 2024

Tell, tell us a little bit about that role. So they wanna know how many days does it take a, a treasury check to get back to us. The, the senior staff was ready to rescue you if you said something inappropriate. I didn’t really have that much interaction with Paul over the next, you know, 15, 20 years.

Economy 140

Economy Banking Marketing Marketing 140

Good Financial Cents

APRIL 19, 2023

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Let’s break that down a bit more: Passive – requiring little or none of your most precious resource, your time! Take a quick inventory, and research the ways others have used those skills to build income streams.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

DECEMBER 26, 2023

And then, and then the, the funny thing about it was when, when I see those movies, both Boiler or Man Wolf of Wall Street, the script that they’re reading from is exactly the script that they gave us. 00:09:20 [Speaker Changed] No, my, my, my primary work is, is technical in terms of fundamental. I jumped ahead.

Marketing 150

Marketing Marketing Financial Advisor Clients 150

The Big Picture

MAY 2, 2023

RITHOLTZ: And he purchased it 20, 30 years before? Ended up applying to journalism school here in the city at Columbia for a master’s degree. And so the Swiss and the Europeans at large were really kind of reticent to get involved with watches on the internet at all. And that includes even us covering them.

Retail 158

Retail Insurance Advertising Numbers 158

The Big Picture

NOVEMBER 15, 2022

Tell us about what you did at Barclays. When we did the Barclays acquisition, when Barclays acquired Wells Fargo Nikko, I then spent most of my time in Asia shutting down Barclays de Zoete Wedd businesses which were brokered shops in Australia, Singapore, Hong Kong, and Japan. So I went around and sort of did some rationalization.

Management 266

Management Assets Portfolio Investing 266

The Big Picture

MAY 16, 2023

I’ve known you for forever and over the course of most of that time, your work has really operated at the intersection of finance and media. LINDZON: But that was more hardware and music and not internet related to me, you know, because I came from the financial background, so everything was DOS and Windows. RITHOLTZ: Right.

Media 275

Media Investing Investments Valuation 275