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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Brown did the math and decided he needed about 20 clients to break even. “I realized that we were still another year before we would even be able to consider whether the business would be ready to sell,” Brown said. There was no succession plan coming.”

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I took a lot of math classes. I couldn’t give up math in computer science. The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below.

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Transcript: Steve Laipply, Global Co-Head of Bond ETFs at BlackRock

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It’s sort of like math with dollar signs attached to it. It was about, you know, I love math statistics, all that stuff. I really like it. Maybe give it a shot. I really enjoyed it.

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Transcript: Jonathan Clements

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs.

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2024 Forecasting Follies

The Better Letter

We can imagine getting to artificial life, downloading and uploading a human mind. For example, Michael Moore, famous for being one of the few people who predicted Donald Trump’s election win in 2016, confidently declared that Mr. Trump would not win again in 2024 ( Do The Math: Trump Is Toast ). At least it’s a videophone.

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? The transcript from this weeks, MiB: Lisa Shalett, CIO Morgan Stanley , is below. Remember that.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? The transcript from this week’s, MiB: Richard Bernstein, CEO / CIO of RBA , is below.

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