Brown Advisory

JUNE 14, 2023

Over the past few months the US has experienced three sizable regional bank failures, bi-partisan negotiations that extended to the 11 th hour in order to prevent a default on US government debt, mixed economic data pushing down earnings expectations and inflation levels that remain well above the Fed’s target. equity universe.

Marketing 52

Marketing Marketing Clients Communication 52

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. Is this aimed at the advisor community? You know, we do the typical stuff, market economic outlooks and research there, product research. So we serve financial advisors.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. Retail sales and food services rose 0.7%

Marketing 52

Marketing Marketing Economy Retail 52

James Hendries

MARCH 6, 2023

Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Perhaps that was not the first time market watchers used the term, but the conversations at the Economic Club of New York were prescient.

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

JULY 23, 2019

Buffett said the consumer packaged food business had gotten tougher because of changing relationships with retailers. s economic system and the inventiveness of its people creates new jobs for people in spite of the dislocations in some areas. He communicates to them what he would tell anyone who has a large investment in the company.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Buffett said the consumer packaged food business had gotten tougher because of changing relationships with retailers. s economic system and the inventiveness of its people creates new jobs for people in spite of the dislocations in some areas. He communicates to them what he would tell anyone who has a large investment in the company.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

MAY 7, 2024

You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. That most people over 40 are concerned about, but just the how can we make you better as a retailer? Barry Ritholtz : Huh. Really, really intriguing. Can you go meet them?

Startup 143

Startup Advertising Engineering Numbers 143

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk.

Clients 290

Clients Wealth Management Investing Investments 290

The Big Picture

JULY 18, 2023

I was like talking through with him how the fund economics worked and what the upside was. I give a lot of credit not just to Elon but I’m pretty convinced that Jeff Bezos deserves some credit because after Amazon demolished so much of retail and yeah America was over-retailed in this whole other conversation there.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

APRIL 18, 2023

There’s definitely been proof of concept for large scale institutional investors and even retail investors, that we can produce sustainable, predictable, above public market returns. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. But it’s nothing like it is today.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space. RITHOLTZ: Right.

Compliance 154

Compliance Wealth Management Clients Management 154

The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017.

Taxes 271

Taxes Banking Clients Management 271