The Big Picture

NOVEMBER 18, 2024

I submitted the final manuscript for my new book, How Not to Invest , last week. It’s not easy to distill your entire investing philosophy into a single work. My trick was to sneak in the investing lesson by showing some really bad outcomes—not only in finance but in many other fields. What do you include? What do you leave out?

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Nerd's Eye View

DECEMBER 9, 2024

But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.

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The Big Picture

DECEMBER 30, 2024

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Be serious.

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Wealth Management

MAY 28, 2025

Dolly Partons life and career offer valuable insights for long-term investors, emphasizing resilience, endurance and adaptability.

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Wealth Management

MAY 14, 2025

Empower has worked with private market investment providers such as Apollo and Goldman Sachs to make private credit, equity, and real estate available in defined contribution retirement plans.

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The Big Picture

APRIL 19, 2025

Fun factoid: The sound of Batnick’s eye rolls as he heard the same story for the umpteenth time was always in the back of my head as I wrote the book… Source : How Not To Invest Like Buffett.

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Wealth Management

MAY 20, 2025

Fintech startup Seeds secures funding to develop technology that helps financial advisors create personalized investing experiences and streamline operations.

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The Big Picture

MAY 27, 2025

Full transcript here Source: A Conversation With Barry Ritholtz (Paul Krugman, May 24, 2025) For more information about How Not to Invest and where to buy hardcovers, e-books, and audio versions, please see this. The post Fun with Bad Investing Ideas appeared first on The Big Picture.

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The Big Picture

FEBRUARY 14, 2025

This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Favorite Books The post MiB: Christine Phillpotts, Ariel Investments appeared first on The Big Picture. She also covers all sectors in Africa.

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Wealth Management

MAY 13, 2025

Alternative investments fintech iCapital has agreed to acquire Citi Global Alternatives, which manages over 180 alternatives funds globally.

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The Big Picture

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

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The Big Picture

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Source : How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets. billion in assets under management.

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Wealth Management

MAY 28, 2025

Garrett DAlessandro leads a team of City National Rochdale alumni at a new RIA and wealth platform for ultra-high-net-worth clients.

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The Big Picture

MARCH 25, 2025

His latest book, How Not to Invest, offers a blueprint to help you make better decisions and achieve financial success. Source : Debunking Investment BULLSH$T! | #575 The Meb Faber Show, Mar 21, 2025 How Not to Invest Apple Podcasts Spotify The post Debunking Investment BS! billion for 3,900 families.

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Wealth Management

JUNE 3, 2025

CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. These are among the investment must reads we found this week for financial advisors. A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO.

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The Big Picture

JANUARY 18, 2025

We have been designing a dedicated website for the How Not to Invest book, and working with the team at Off Menu has been much more fun than I expected. The post Audio Recording of “How Not to Invest” appeared first on The Big Picture. The past few weeks have been pretty busy and full of surprises.

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The Big Picture

MAY 26, 2025

I had a great conversation with Eric Balchunas and Joel Weber on Trillions : In investing, there are many rules. And the rules are intended to help you, dear investor, make money. They discuss several of Ritholtzs hot takes all rooted in what not to do with your money.

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Investing Investments Wealth Management Management 130

The Big Picture

MARCH 20, 2025

Whats fun is that while Ritholtz is preaching a very conservative investing style, his own style of writing and communicating ideas is anything but. Slow and steady wins the race, or something like that. Put another way, Ritholtz is fun.

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Investments Investing Communication Retirement 147

The Big Picture

MARCH 13, 2025

market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. They unpack why diversification is both boring and sexy, whether the U.S.

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Investing Investments Wealth Management Numbers 147

Abnormal Returns

MAY 22, 2025

novelinvestor.com) What to invest in when everything looks unattractive? (axios.com) Joe Weisenthal and Tracy Alloway talk with Steven Englander about why yields are rising around the world. podcasts.apple.com) Strategy Investors learn the wrong lessons from bull markets. spyglass.org) Why OpenAI bought io Products.

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The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

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The Big Picture

MAY 5, 2025

We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. But Buffett has spent 60 years studying what makes for a great undervalued investment. The world is very different today, and a truly unique set of circumstances created a unicorn. It yielded 78,600 hits.

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The Big Picture

APRIL 10, 2025

Here’s Pete’s description: Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them T he GREAT Barry Ritholtz whohas spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors.

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Wealth Management

MARCH 25, 2025

The RIA aggregator will offer both in-house and third-party investment strategies on the platform, which will be led by former Vestmark product lead Lauren Yeaton Hunt.

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Wealth Management

MARCH 18, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar profiled the 15 funds that have lost the most value for shareholders over the past decade. Recent market volatility has perked new interest among investors and advisors in buffer ETFs.

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Wealth Management

MARCH 4, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar analyzed the mechanics of State Street and Apollos new private credit ETF. BlackRock has added its Bitcoin ETF to some of its model portfolios.

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The Big Picture

MARCH 24, 2025

investment firm. ” It goes without saying that politics should have no place in any reputable firm’s Research department (see Why Politics and Investing do not mix ). Gross investment includes what government spends on structures, equipment, and software, such as new highways, schools, and computers.

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Calculated Risk

DECEMBER 26, 2024

Today, in the CalculatedRisk Real Estate Newsletter: Question #8 for 2025: How much will Residential investment change in 2025? 8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024. How about housing starts and new home sales in 2025? New home sales were up 2.1%

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Wealth Management

MARCH 21, 2025

The SEC accused Cambridge Investment Research's RIA business of breaching its fiduciary duty in recommending certain mutual funds and money market sweep funds.

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Calculated Risk

APRIL 30, 2025

These movements were partly offset by increases in investment, consumer spending, and exports. Compared to the fourth quarter, the downturn in real GDP in the first quarter reflected an upturn in imports, a deceleration in consumer spending, and a downturn in government spending that were partly offset by upturns in investment and exports.

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Government Food Economics Investing 257

The Big Picture

JANUARY 2, 2025

In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. . ” It’s a blunt observation about our inability to forsee the future.

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Banking Planning Economics Investments 345

Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2025. for the month as the share of firms reporting a decline in firm billings increased.

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The Big Picture

MARCH 28, 2025

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.

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Wealth Management

APRIL 9, 2025

XAI Interval Fund Index debuts, tracking 77 funds with $103B in assets. It offers a new metric for tracking interval and tender offer fund market performance.

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Investments Investing Assets Marketing 263

Wealth Management

JUNE 3, 2025

BNY Pershing head Jim Crowley said this years annual INSITE conference reflects the start of a transition to bringing more of the services of its parent bank to advisors.

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Calculated Risk

DECEMBER 22, 2024

8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024. Note: RI is mostly investment in new single-family structures, multifamily structures, home improvement and commissions on existing home sales. Through November, starts were down 4.3% New home sales were up 2.1%

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Economics Economy Sales Commission 290

Calculated Risk

FEBRUARY 23, 2025

Here is an update to a graph that uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. I prefer single family starts to total starts).

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