The Big Picture

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Not the usual combination.

Math 130

Math Management Insurance Assets 130

The Big Picture

JUNE 6, 2023

Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.”  The transcript from this week’s, Ramit Sethi on Living Richly , is below.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

AUGUST 29, 2023

trillion of it, so kind of a slacker. I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard.

Portfolio 130

Portfolio Investing Investments Numbers 130

Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Clever Girl Finance

JULY 3, 2023

Love it or hate it, if you want to be financially successful, you need to budget your money and understand budget categories. Getting your finances in order and building wealth takes planning, and your budget can help you do just that. For many people, budgeting is just not any fun. Table of contents 1.

Budgeting 81

Budgeting Insurance Planning Food 81

The Big Picture

AUGUST 7, 2023

It’s a short read on how he was kind of messed up, depressed, using drugs, and literally had a panic attack on live TV where he was a newsreader and an anchor. And what I really found fascinating about the book is there are no great promises. I thought this was a fascinating conversation, and I think you will find it so also.

Medical 130

Medical Transportation Investing Investments 130

eMoney Advisor

JUNE 12, 2023

Effective data visualization has the potential to motivate clients towards their goals and deepen the planner-client relationship. If a client has expressed that they get lost when they’re presented with lots of data, showing them a bunch of charts and numbers is going to make them feel overwhelmed.

Financial Planner 52

Financial Planner Clients Financial Planning Planning 52

Clever Girl Finance

JULY 13, 2022

Let's talk about the best business ideas for women! It’s so important for our world to have women in business. About 74% of school teachers in the U.S. You can also keep it as a one-woman operation or scale it to employ others. Learn more about starting a tutoring business here. are female.

Food 119

Food Advertising Media Clients 119

Good Financial Cents

APRIL 27, 2023

In today’s world, it’s important to find a job that not only pays well but also lets you enjoy your life outside of work. To achieve this, it’s essential to have valuable skills that people need so much that they are willing to give you the conditions you need to live freely. What Are High Income Skills?

Engineering 94

Engineering Media Healthcare Education 94

Brown Advisory

DECEMBER 18, 2017

If investors can gather information and develop insights about companies more effectively than others, they will have the advantage. If they can do it consistently, it may become a formula for long-term success. Understandably, investment firms commit substantial resources to fundamental research.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

Brown Advisory

DECEMBER 18, 2017

If investors can gather information and develop insights about companies more effectively than others, they will have the advantage. If they can do it consistently, it may become a formula for long-term success. Fundamental investing is a contest of advantage: informational, analytical and behavioral. ESG analysis.

Portfolio Management 52

Portfolio Management Portfolio Management Clients 52

The Big Picture

OCTOBER 10, 2023

We managed to get him right after his 60 Minutes podcast, and he was completely open and unguarded and talked about everything. Talked about the process of writing the book, what it’s like to go on 60 Minutes and know that social media is gonna come at you. Really enjoyed it. I had no idea it was gonna turn up.

Math 152

Math Numbers Marketing Marketing 152

The Big Picture

SEPTEMBER 26, 2022

He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. But let’s talk about your background.

Startup 161

Startup Investing Investments Numbers 161

The Big Picture

NOVEMBER 15, 2022

And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. Dave is really a fascinating person, with an incredible depth of knowledge about, well, he’s probably best known as the ETF guy. Tell us about what you did at Barclays.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

OCTOBER 4, 2022

But it turns out that David was looking at how people change their minds, how you persuade people and he thought the answer was found in all of these cognitive errors. But it turns out that David was looking at how people change their minds, how you persuade people and he thought the answer was found in all of these cognitive errors.

Numbers 291

Numbers Medicine Food Math 291

The Big Picture

NOVEMBER 28, 2023

We discussed everything from the Shape of Cars to January 6th and how each of the events that, that we talked about, or, or milestones in society reflect the confidence level and the degree of uncertainty that the population at large feels. It started at JP Morgan, right outta school. You graduate William and Mary in 83.

Banking 252

Banking Media Economics Food 252

The Big Picture

AUGUST 22, 2023

He’s just done so many amazing things in a career that spans everywhere from the Supreme Court to the Chicago School of Business and the Chicago School of Law, Harvard Law School, and just multiple public policy positions, public service positions for the White House, for the Attorney General’s office, for the Pentagon.

Economics 245

Economics Media Government Numbers 245