Sat.Sep 09, 2023

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MiB: Jon McAuliffe, the Voleon Group

The Big Picture

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Previously, he developed and managed statistical arbitrage trading strategies at D.E.Shaw. McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets.

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Orion Taps AssetMark’s Natalie Wolfsen as New CEO

Wealth Management

Wolfsen will take over CEO Eric Clarke's role in mid-October. Meanwhile, AssetMark has named Michael Kim, president and chief client officer, as its new chief executive.

Clients 306
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Schedule for Week of September 10, 2023

Calculated Risk

The key economic reports this week are August Consumer Price Index (CPI) and Retail Sales. For manufacturing, August Industrial Production, and the September New York Fed survey, will be released this week. -- Monday, September 11th -- No major economic releases scheduled. -- Tuesday, September 12th -- 6:00 AM: NFIB Small Business Optimism Index for August. 8:00 AM: Corelogic House Price index for July -- Wednesday, September 13th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will releas

Retail 182
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This Week on TRB

The Reformed Broker

Hey everyone, preparations have been full speed ahead for this coming week’s Future Proof aka the World’s Largest Wealth Festival. We’re at 3,000 attendees, a big leap from last year’s inaugural event which clocked in at around 1700 and change. But we’re ready. Our footprint is physically about 50% larger than last year’s and we’re staffed up to accommodate the crowds.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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Real Estate Newsletter Articles this Week: The "Home ATM" Stays Mostly Closed in Q2

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: • Lawler: Single Family Rent Trends at AMH and Invitation Homes • 1st Look at Local Housing Markets in August • The "Home ATM" Stays Mostly Closed in Q2 • Black Knight Mortgage Monitor: Purchase Rate Locks "are now running 39% below pre-pandemic levels" This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

Marketing 173
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Talk Your Book: Need to Have Cars With Car Dealership Guy

A Wealth of Common Sense

On today’s show, we spoke with CarDealershipGuy to discuss the auto market in 2023. See CarDealershipGuys Twitter here On today’s show, we discuss: Ben’s leasing story Today’s average auto loan rate What the money factor is How delinquent car loans can affect the economy The cost of leasing a new car in 2023 The cheapest cars available today Why prices have gotten so high Tesla vs. everyone Car.

Economy 101

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Chavda Infra IPO Review – GMP, Details, Price & More

Trade Brains

Chavda Infra IPO Review : Chavda Infra is coming up with the SME IPO which is all set to be listed on the NSE SME and will open for subscription on September 12th, 2023, closing on September 14th, 2023. In this article, we’ll dive into the strengths and weaknesses of Chavda Infra IPO and give you a comprehensive review of their IPO. Keep reading to learn more!

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Piece of Work: Dissecting Labor Market Trends

Advisor Perspectives

The August jobs report confirms the labor market's continued slowdown, which is for now consistent with the Fed's soft-landing desires—but not without warning signs.

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6 Basic Tenets of Dow Theory – Mastering Market Movements!

Trade Brains

Basic Tenets Of Dow Theory: Technical analysis has come a long way over the years and one can employ various methods to arrive at their trading decisions. But the foundation of technical analysis dates back to the early 1900s based on the collected work of Charles Dow. His observations which are currently known as Dow Theory are still used by the market participants to base their investment/trading decisions.

Marketing 105
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Time to Snag UK Equities From the Brexit Bargain Bin?

Advisor Perspectives

Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management, explores the positive trends that are making a case for holding UK equities.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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Saturday links: outrage overload

Abnormal Returns

Autos Honda ($HMC) is adopting the Tesla charging standard. (theverge.com) Tesla ($TSLA) is going to install charging stations at Hilton Hotels in North America. (cnbc.com) Why you may end up with a EV at the car rental desk. (wsj.com) New cars are a data privacy nightmare. (theverge.com) Energy Solar is winning the energy transition. (noahpinion.blog) Putting solar panels on self-storage buildings is a no-brainer.

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Blackstone Says Private Credit Is Coming for Asset-Based Debt

Advisor Perspectives

Private credit lenders are just getting started in the world of consumer and asset based finance, according to Rob Camacho, Blackstone Inc.’s co-head of asset based finance within the firm’s Structured Finance Group.

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form airplane reads: • Where in the World Are People Back in the Office? A city’s density, the size of people’s homes and cultural norms are among the factors that affect hybrid work patterns. ( New York Times ) • How Tiger Global, one of the biggest backers of startups over the past decade, fell to earth : Troubled performance aside, some internal bickering began to surface to limited partners

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How Can Companies Turn AI Promise into Profits?

Advisor Perspectives

Equity investors should look beyond the hype for companies with clear strategies to profitably monetize the benefits of generative AI.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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Are Consumer Staple Stocks Good Investments? (Part 4)

Advisor Perspectives

In this video, Chuck Carnevale, co-founder of FAST Graphs, a.k.a. Mr. Valuation, will guide you through the analysis of consumer staple stocks.

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Gold Exposure a Common Choice in Uncertain Times

Advisor Perspectives

Many investors are starting to look for ways to diversify their portfolios and protect their wealth. One way investors have done so in the past is through investing in gold.

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Dollar’s Relentless Rally Set for a Boost From Higher Oil Prices

Advisor Perspectives

Surging oil prices are set to power the next leg of the dollar rally, as the US economy benefits from its rise as an energy exporter.

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VettaFi Equity Symposium Set for September 21st

Advisor Perspectives

Most portfolios live or die based on their equity allocations. VettaFi is thrilled to announce that they will be hosting an Equity Symposium on September 21st.

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How to Avoid Pitfalls In Automation: Keep Humans In the Loop

Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.