The Big Picture

DECEMBER 19, 2023

It’s beta neutral, market neutral. It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged.

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The Big Picture

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I have the delightful Liz Ann Sonders on. The firm has eight and a half trillion dollars on its platform.

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The Big Picture

MAY 16, 2023

He rolls that cash into his next venture, which becomes a wildly successful angel fund, which now is in its fourth edition. The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. My friend Howard Lindzon is a guest. This is a little off of our regular format, only because Howard and I know each other for forever.

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Media Investing Investments Valuation 281

The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. He is the chief executive officer of the Partners Group, which is Europe’s biggest listed private equity and buyout firm, with a market cap of about $25 billion. They’re the largest listed buyout firm in Europe.

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Indigo Marketing Agency

JUNE 20, 2023

For example, a potential client may research multiple financial advisors before making a decision. Extend your conversion tracking window to account for these delayed conversions and attribute them to the correct campaigns. So you’ve taken the plunge with Google Ads—now what? and tested regularly to ensure functionality.

Financial Advisor 52

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The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. How, how does that lead to a degree, to a focus on investment management? So how does that relate to finance? The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Thank you for having me.

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Assets Management Portfolio Investing 143

The Better Letter

JANUARY 26, 2024

I was recently asked about Harry Dent and his apocalyptic forecast for the market. In 1999, just before the Great Financial Crisis and a huge market drop, he wrote The Roaring 2000s: Building the Wealth and Lifestyle You Desire in the Greatest Boom in History. I replied, “Which one?” So, he missed it by a mile.

Assets 104

Assets Valuation Management Investing 104

Brown Advisory

JANUARY 17, 2024

We explore the science of rejection, and how saying ‘no’ more often can lead to better investment performance. One of our informal measures of a good book is how many pages are dog-eared (corners are turned over) for the return reading. This is encapsulated in Howard Mark’s capital market’s line chart, proudly hanging in our office.3

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

FEBRUARY 20, 2024

Really a masterclass in how monetary policy is not only made but executed and put into actual operations. That’s how, 00:01:15 [Barry Ritholtz] Because that’s what I always hear you described as not a William.  The transcript from this week’s, MiB: Bill Dudley, NY Fed Chief , is below. 00:01:15 [Barry Ritholtz] Bill.

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The Big Picture

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

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Random Roger's Retirement Planning

DECEMBER 7, 2022

For me that would amount to guessing what comes next. Trade away if that's what you do but the rest of us should be prepared for the likelihood that long bonds' diversification benefit remains diminished for the foreseeable future. A few months ago, I started referring to bonds as being a source of unreliable volatility.

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Management Portfolio Clients Planning 65

Clever Girl Finance

DECEMBER 13, 2023

Table of contents 15 Tips for success when living on one income Expert tip: Make it easier to live on one income by hitting unsubscribe How can I afford a home on a single income? How can you afford life on one income? There are a lot of different people who can benefit from learning how to live on one income.

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Budgeting Planning Financial Planning Accounting 77

The Big Picture

DECEMBER 28, 2022

His career spans the entire modern era dating back to, you know, the Paul Volcker era, and what took place during the boom periods of the ‘80s and ‘90s, and how technology has changed the world of investing. How did you get involved with them? I’m going to beat the market. Let’s delve into it a little bit.

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The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And you know, I love markets.

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The Big Picture

APRIL 25, 2023

  The transcript from this week’s, MiB: Brian Hamburger, MarketCounsel , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest.

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Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Does the way you are paid dictate how you serve clients? What obligation do advisors have, if any, to explain to clients the different fee models available to them? Scott Salaske.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Clever Girl Finance

MARCH 14, 2023

Many moms are learning how to make money on maternity leave to cover their bills. Due to high living expenses and other factors, you might need to learn how to make money while on maternity leave. Due to high living expenses and other factors, you might need to learn how to make money while on maternity leave.

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The Big Picture

JUNE 13, 2023

I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banking 143

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Tucker Advisors

NOVEMBER 3, 2021

How Retirees Can Outpace Inflation. While the market remains strong, how does this news affect the savings of retirees or those about to retire? . bond market’s prediction of U.S. inflation for the next five years leapt to 2.91% a year—the highest figure this millennium. bond market’s prediction of U.S.

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The Better Letter

JANUARY 11, 2024

Every year at about this time, I outline the previous year’s load of terrible (mostly market) forecasts. Every year at about this time, I outline the previous year’s load of terrible (mostly market) forecasts. As a teenager, she began claiming to have received divine revelations and predicting the future.

Economy 96

Economy Economics Math Banking 96

Brown Advisory

MARCH 13, 2018

Investment Perspectives | Corrections jsayo Tue, 03/13/2018 - 12:38 The abrupt stock market downturn in February was “officially” a market correction, according to the conventional definition (a market decline of more than 10%). The word “corrections” conjures up all sorts of different images.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

Investment Perspectives | Corrections. The abrupt stock market downturn in February was “officially” a market correction, according to the conventional definition (a market decline of more than 10%). The word “corrections” conjures up all sorts of different images. Tue, 03/13/2018 - 12:38.

Investing 52

Investing Investments Economy Assets 52

The Big Picture

JUNE 20, 2023

The current book is called “These Are the Plunderers, How Private Equity Runs and Wrecks America” That’s a little bit of a sensationalistic headline. How do you go from that to being a financial columnist?  The transcript from this week’s, MiB: Gretchen Morgenson on Private Equity , is below. That’s a shocking number.

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The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Welcome to Bloomberg.

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Good Financial Cents

DECEMBER 14, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Brown Advisory

NOVEMBER 28, 2017

Balancing Act | A Stroll Down Hindsight Lane achen Tue, 11/28/2017 - 14:27 Market downturns and recessions may seem easy to predict. But timing the market is extremely difficult without the benefit of hindsight. But in the end, a company’s market value is determined by its potential for future growth and profitability.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

Market downturns and recessions may seem easy to predict. But timing the market is extremely difficult without the benefit of hindsight. But in the end, a company’s market value is determined by its potential for future growth and profitability. The Folly of Market Timing. Tue, 11/28/2017 - 14:27.

Economy 52

Economy Clients Economics Management 52

Fortune Financial

OCTOBER 31, 2022

If anything appears to be incorrect, you can file a complaint with the Consumer Financial Protection Bureau and seek that it be removed or corrected. If anything appears to be incorrect, you can file a complaint with the Consumer Financial Protection Bureau and seek that it be removed or corrected.

Retirement Planning 52

Retirement Planning Retirement Budgeting Planning 52

Tucker Advisors

SEPTEMBER 8, 2021

And as James McWhinney at Investopedia writes, that’s far from a certain outcome: “After the money hits the account, it’s up to the employee to choose how it’s invested—typically from a menu of mutual funds—and the vagaries of the stock market to determine the ultimate outcome. Maybe the markets will go up, and maybe they won’t.”.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

Clever Girl Finance

JULY 16, 2023

How to know When don’t you need a financial advisor? How much does a financial advisor cost? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? How to know Hiring a financial advisor can be costly. How to know Hiring a financial advisor can be costly.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

How to know When don’t you need a financial advisor? How much does a financial advisor cost? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? How to know Hiring a financial advisor can be costly. How to know Hiring a financial advisor can be costly.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

OCTOBER 13, 2023

Are you fed up with the 9 to 5 grind? Do you need to earn some extra cash or find a job that fits around your daily commitments? Night shift jobs may be the solution you’re looking for, and the good news is there are lots of opportunities out there and we’ve got several to share. So keep reading! Is night shift pay worth it?

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Healthcare Medical Media Communication 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We need to view the complete portfolio; it is not just a collection of 30-40 great companies.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

MARCH 21, 2023

I said, how do I do what you’re doing? So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum.  The transcript from this week’s, MiB: Cliff Asness, AQR , is below. It is a masterclass. Tell us a little bit about that. I ended up at the University of Chicago.

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Brown Advisory

NOVEMBER 14, 2018

Bubbles and Crises: Twenty Years of Lessons Learned ajackson Wed, 11/14/2018 - 10:25 Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. Every stock I recommended was a home run. Two powerful transitions were in progress.

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Brown Advisory

NOVEMBER 14, 2018

Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. Last month, I was co-hosting one of our firm’s daily Morning Meetings with Jacob Hodes, our firm’s head of private equity. LESSONS FROM 1999. Every stock I recommended was a home run.

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The Big Picture

NOVEMBER 22, 2022

I found this to be really a fascinating conversation about how to access the most skilled partners and employees, what can be done to shake up a relatively staid industry that has lagged behind its peers in terms of recruiting and other things, and really how to help have a major impact in the world of finance.

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