Carson Wealth

FEBRUARY 5, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. As noted in our 2024 Outlook, which you can download here , productivity growth is a potential game changer, if it continues. By my math, there have been 57 Super Bowls and 22 different winners.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right?

Assets 167

Assets Management Portfolio Taxes 167

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so the last six and a half years, that portfolio has outperformed the s and p by almost 800 basis points annually. So that’s the math. You have to get compliance.

Valuation 157

Valuation Clients Investing Investments 157

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.”

Clients 157

Clients Investments Investing Management 157

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But you know exactly how they’re going to interplay within a portfolio, hugely powerful. But, you know, it’s been in a portfolio for a long time. It has no value.

Economy 144

Economy Numbers Marketing Marketing 144

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. That allows you to do two things.

Management 130

Management Investments Investing Government 130

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. She is an author and former hedge fund trader, specializing in distressed assets.

Assets 280

Assets Investing Investments Management 280

The Big Picture

JUNE 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. BORISH: But, well, you couldn’t download it and you had to check it. And so it’s one of these things that math works. RITHOLTZ: Right. It was very complicated.

Math 144

Math Risk Management Marketing Marketing 144

The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management.

Valuation 167

Valuation Investing Investments Numbers 167

The Big Picture

JUNE 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Jeffrey Sherman : Well, what it was was, so I, as I said, with applications, there’s many applications of math, and the usually obvious one is physics. The, the math came easier.

Math 144

Math Engineering Marketing Marketing 144

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth.

Numbers 144

Numbers Management Banking Marketing 144

The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied. I have a car list.

Media 284

Media Investing Investments Valuation 284