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Transcript: Jonathan Clements

The Big Picture

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. And subsequently, when I covered mutual funds for the journal, was the star manager profile.

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2024 Forecasting Follies

The Better Letter

Similarly, when a Wall Street strategist, economist, or even a run-of-the-mill investment manager or analyst gets a crack at financial television, he or she is routinely asked, often as almost an afterthought, to give a specific target forecast for the market. It’s an expected part of the gig. Rogers, Jr., David Giroux, CIO of T.

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. Because you were not just in the investing side, correct. As baby analysts.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

I had a friend that worked there, so I was a couple of years out of school in investor relations at Sunoco, and then I had a friend who said, you know, if you wanna get more into finance and investments, we have an opening at Vanguard. So I joined in the corporate division as an investment analyst. I think you’d really like it.

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10 Weekend Reads

The Big Picture

New York Times Magazine ) • Wall Street Math Wizards Are Decoding Private-Market Returns : A small band of quants is shining a light into the shadowy world of unlisted assets. He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. But It Is Fighting Back. Try these 15 factors instead. (

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Transcript: Christine Phillpotts, Ariel Investments

The Big Picture

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

The Big Picture

Sander Gerber : Well, actually I was good at math. How did it shape how you look at the world of investing? And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. And, and that’s why we don’t use the standard risk management models.