The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. She provides advice to institutions in high net worth investors that isn’t limited by the typical buckets or lines or structure that you, you so often see. Let’s start a little bit before we get to what you do at Goldman Sachs.

Assets 143

Assets Management Portfolio Investing 143

The Big Picture

JULY 24, 2023

And if I have a few years of savings, I’ll quit and start writing. So every two or three times a month, I’ll write about some topic or theme that’s interesting. We do that through online events. So I’ll interview someone from the community about a particular topic.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

NOVEMBER 8, 2022

And it’s how we allow transactions to take place across time. Am I mangling that in the American — EDWARD CHANCELLOR, AUTHOR, FINANCIAL HISTORIAN & INVESTMENT STRATEGIST: Well, we call it MPhil. I went into what’s called corporate finance, what people would see now as sort of M&A department.

Banking 143

Banking Valuation Economy Investing 143

The Big Picture

FEBRUARY 13, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, Rick Rieder runs fixed income at BlackRock. But instead, I will say with no further ado, my conversation with BlackRock’s, Rick Rieder. In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports.

Economy 143

Economy Numbers Portfolio Marketing 143

The Better Letter

JANUARY 26, 2024

That didn’t happen, obviously, so now he says it’s coming in 2024. Dent predicted that the stock market would experience a huge boom during the first decade of the new century, reaching 35,000 on the Dow. He's a compelling speaker who exudes impressive confidence, especially considering his history.

Assets 103

Assets Valuation Management Investing 103

The Better Letter

JANUARY 11, 2024

If it is clipped, you can also click on “View entire message” and you’ll be able to view the entire post in your email app. Forecasting Follies Despite our lack of talent at it, we humans are obsessed with prediction. (“Martians land on Earth. Thanks for visiting. What does that mean for the market?”)

Economy 95

Economy Economics Math Banking 95

The Big Picture

MARCH 21, 2023

And if you don’t believe me, I’m just going to shut up and say, with no further ado, my conversation with AQR’s Cliff Asness. And they said, close the door because we were at Wharton. RITHOLTZ: To say the very least. They don’t give as much weight to momentum as we do, but they use it in their trading process.

Valuation 164

Valuation Investing Investments Numbers 164