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10 Tuesday AM Reads

The Big Picture

While declining interest rates have been responsible for stock growth (at least at the extremes), interest rate changes don’t always determine our investment destiny. Fisher Investments ) but see also Mapping the Death of NYC’s Cheap Slice : Inflation is ratcheting up the price of pizza in New York City. What does though? CityLab ). •

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Transcript: Liz Ann Sonders, Schwab

The Big Picture

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody. It was 2015.

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Transcript: Joel Tillinghast, Fidelity

The Big Picture

The s and p 500 has underperformed his fund by 3.7% Being 370 basis points over the s and p 500 with that pile of money is no small feat. You fell in love with investing as an 8-year-old. You fell in love with investing as an 8-year-old. He has absolutely crushed his benchmark over that period. a year since 1989.

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Transcript: Stephen Suttmeier

The Big Picture

The transcript from this week’s, MiB: Stephen Suttmeier, BAML Chief Equity Technical Strategist , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:00:08 [ Barry Ritholtz ] This week on the podcast, I have a special guest. I was there from 9 89 to 93.

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Transcript: Neil Dutta

The Big Picture

I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. So a lot of the investment banking analysts had already lined up their gig. Very often, there’s a ton of information that comes out.

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