The Big Picture

FEBRUARY 17, 2025

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. So I decided to become an economics major and a psychology minor. So the intersection of psychology and economics became really interesting. Christine Philpots. 00:01:37 [Speaker Changed] Thank you for having me.

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The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Right.

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The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader.

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The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. I was like talking through with him how the fund economics worked and what the upside was. So I think those are the things that push me there.

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Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. About John “JR” Robinson.

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The Big Picture

APRIL 8, 2025

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? So look, we are in the camp, and this is a pure economic view. Lisa Shalett : Not at all.

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The Big Picture

MARCH 21, 2023

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. RITHOLTZ: Meaning it would be a recruitment challenge. But it wasn’t like whatever skills they taught me in the PhD. ASNESS: Yeah.

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The Big Picture

FEBRUARY 4, 2024

But her exhaustive account of Friedman’s underdog decades does illuminate how the field of economics slowly polarized around his work. ( He is the portfolio manager for the Quality Fund ( GQETX ). New Yorker ) • The Rooftop Solar Industry Could Be on the Verge of Collapse : the residential solar industry is floundering.

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Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Feb 07, 2023 What Are Stock Buybacks and How Did They Rise Above $1 Trillion? link] Deficient article.

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