The Big Picture

JUNE 23, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The economy seems to be doing all right as we talked about, you know, people were worried about recession, it hasn’t materialized yet. Will inflation come back, won’t it? They are, yeah.

Portfolio

The Big Picture

FEBRUARY 25, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It’s lobotomized investing a danger to the economy, a systemic risk, a bubble waiting to burst. It’s terrible for our economy. It’s devouring capitalism. It’s a mania.

Investing

Carson Wealth

JULY 10, 2025

To fully explore Carson’s investment forecasts, predictions for future Fed strategies, and recession risk, download the full Carson 2025 Midyear Outlook report. Download the Full 2025 Outlook 1. For more insights on market conditions and investment forecasts, download the full 2025 Midyear Outlook.

Risk Tolerance

The Better Letter

JANUARY 2, 2025

We can imagine getting to artificial life, downloading and uploading a human mind. As always, I lead with Wall Street, the markets, and the economy, the objects of my day job. Yet, when Rick wants to invite Rachael out for a drink, he doesn’t use a mobile device. He calls her up from a graffiti-marred payphone.

Management

The Big Picture

APRIL 8, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We have a very robust economy. And it has nothing whatsoever to do with the modern economy. The transcript from this weeks, MiB: Lisa Shalett, CIO Morgan Stanley , is below. 00:37:58 Right?

Asset Allocation

The Big Picture

JULY 15, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Fortunately, the overall economy does not do that on a regular basis. It’s not just the government, it’s through the entire economy. 00:59:00 [Speaker Changed] Yeah.

Numbers

The Big Picture

MAY 20, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So you think of old economy stocks and new economy stocks is another way to think about ’em. The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below.

Management

The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They have been expecting recessions, they’ve expected contractions.

Economy

SEI

JUNE 25, 2025

The monetary policies of the major central banks are naturally aligned with the economic conditions of the economies they oversee. This assumes that external factors, like a step-up in the tariff war or an oil price shock resulting from the Israeli-Iran war, do not push the global economy toward recession. Federal Reserve (Fed).

Banking

The Big Picture

MARCH 17, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:25:31 Why is every deficit good for someone in purely financial terms, government deficits are just the mirror image of a financial surplus in the non-government part of the economy.

Economy

The Big Picture

JUNE 16, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Never before in American history has a colossally incompetent American president tried to crater the economy. And so this is the guy who’s now directing our economy.

Math

Wealth Management

JULY 11, 2025

Related: Zephyrs Adjusted for Risk: Crypto as an Asset Class and Perspective on Crypto Investment Strategies While pro-cryptocurrency lawmakers could not add their digital asset language of choice to OBBBA, the attention and willingness to make favorable laws for those digital assets at the congressional level is higher than ever.

Estate Planning

The Big Picture

APRIL 29, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Or are we gonna see cuts because the economy is beginning to slow? The transcript from this weeks, MiB: Jeffrey Becker, Jennison Associates Chair/CEO , is below. What, why are you guys expecting cuts?

Management

The Big Picture

JANUARY 31, 2025

On this episode, Slok breaks down his thoughts on the US economy, inflation abroad, and what sectors are most exposed to the second Trump administration’s policy agenda. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Economy

Harness Wealth

JULY 14, 2025

Whether you prefer downloadable desktop applications, cloud-based services accessible via web browsers, or mobile apps, each platform offers unique advantages in terms of functionality, and security features. The software landscape includes various delivery methods to suit different preferences.

Taxes

Wealth Management

JULY 18, 2025

By merging trusts, a trustee may achieve economies of scale in investments and administration. For an overview of the steps to take for a successful trust merger, see “Checklist for a Trust Merger,” pp. Why Merge Trusts? Maintaining multiple trusts for the same beneficiary can become inefficient and expensive over time. For example, a larg.

Fiduciary Duty

The Big Picture

JUNE 2, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You ask people how they feel about anything, the markets, the economy, inflation, and they’re always telling you, here’s what the past six months have been like.

Economy

The Big Picture

JULY 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And on the US economy, there’s always something going on, right? And so it was sort of this weird time where it was like a very important time in the economy. I, I did kind of catch that.

Economics

The Big Picture

AUGUST 10, 2025

My Sunday morning look at incompetency, corruption and policy failures: • How AI, Healthcare, and Labubu Became the US Economy : The Three Americas and aspirational displacement. The economy is cracking. Avert your eyes! Kyla’s Newsletter ) • Trump vs. the Bureau of Labor Statistics : Why This Firing Could Burn Your Finances.

Healthcare

The Big Picture

FEBRUARY 28, 2025

Morgan , Previously she was co-head of the banks Innovation Economy Group. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. This week, I speak with with Melissa Smith , co-Head of Commercial Banking at of J.P.

Banking

The Big Picture

JULY 18, 2025

Neil leads their macroeconomic research efforts, with an emphasis on analyzing the US economy, Federal Reserve, global trends, and cross-market investment themes. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Economics

Wealth Management

JUNE 11, 2025

Women-owned businesses are a powerful engine in our economy. Soldano June 11, 2025 3 Min Read The power of women-owned businesses is growing, and it’s getting noticed on Capitol Hill. According to a recent Wells Fargo women-owned businesses study, the statistics are impressive. enterprises and generate $2.7 trillion in revenue annually.

Wealth Management

The Big Picture

FEBRUARY 17, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Do we invest in emerging market countries because their economies are growing? The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below.

Investing

The Big Picture

MARCH 11, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But their models just simply don’t allow them to understanding a dynamic changing global, interconnected economy. You cannot accurately forecast the economy.

Economics

The Big Picture

MAY 6, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And, and now I’m convinced that the, there’s now going to be a structural shift in credit provision in the US economy that the banks are no longer going to be the mainstay for credit.

Risk Management

Abnormal Returns

OCTOBER 1, 2022

The biz Podcasters are not above using tricks to boost downloads. joincolossus.com) Economy Andy Slavitt talks inflation and more with Neel Kashkari, the president of the Federal Reserve Bank of Minneapolis. podcasts.apple.com) Derek Thompson talks with Jason Furman about the Fed and the state of the economy.

Startup

The Big Picture

SEPTEMBER 27, 2024

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. Her new book “ In This Economy?: You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Healthcare

The Big Picture

FEBRUARY 22, 2023

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic.

Clients

The Big Picture

NOVEMBER 5, 2022

Chancellor notes “Interest rates are the most important signal in a market-based economy and the universal price affecting all others.” You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg, and Acast.

Valuation

The Big Picture

NOVEMBER 25, 2023

He coined the term “K-shaped recovery” to describe the pandemic’s effects on the economy. Atwater coined the phrase “ K-Shaped Recovery ” to describe confidence-divide between the top and bottom of the economy post-pandemic. The work from home confidence divide was both revealed and amplified by the pandemic.

Economy

The Big Picture

JUNE 17, 2023

economy, but American society as a whole. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. KKR) — have grown to have an outsized impact on not just the U.S.

Taxes

Wealth Management

JUNE 12, 2025

Economists at Harvard , of all places, generated a big splash in 2023 when it released an exhaustive study that examined whether the extremely rich students being accepted into these institutions had more impressive academic profiles than the teenagers who fly economy. The conclusion was – big surprise! – the system is rigged.

Wealth Management

The Big Picture

SEPTEMBER 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Her first book “ In This Economy?: Scanlon became known for coining the phrase “Vibesession,” hosts YouTube, “Let’s Appreciate” podcast , daily short-form videos about economy and markets.

Economy

The Big Picture

AUGUST 2, 2024

In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit From Turning Points in the Economy. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He serves on the board of governors for the Levy Economics Institute of Bard College.

Economics

The Big Picture

APRIL 5, 2024

He explains the genesis of the broad and deep industry surveys ISI performs; the results provide a real-time snapshot of the economy weeks or months before it shows up in the BLS or BEA data. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Economics

The Big Picture

SEPTEMBER 18, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. Why Bubbles Are Great For The Economy by Daniel Gross. This is a potential extinction level threat to humans as a species. Perhaps the Stars by Ada Palmer. Books Barry Mentioned.

Economy

The Big Picture

AUGUST 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. Direct: The Rise of the Middleman Economy and the Power of Going to the Source by Kathryn Judge. All of our earlier podcasts on your favorite pod hosts can be found here.

Banking