Wealth Management
JUNE 10, 2025
RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.
The Big Picture
JULY 13, 2023
New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. A wide range of musicians are heading back to the studio to retrace the past and reclaim ownership of their work. ( “This is worrying news for the planet.” Then he blew up on TikTok. (
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The Big Picture
FEBRUARY 3, 2024
Quanta Magazine ) Be sure to check out our Masters in Business next week with Tom Hancock , Grantham, Mayer & Otterloo ‘s head of the Focused Equity team and Quality Strategies. He is the portfolio manager for the Quality Fund ( GQETX ). The theory makes testable predictions that physicists are investigating now.
The Big Picture
JUNE 1, 2024
Knowable Magazine ) • The Bulwark: How could it be wrong when it feels so center-right? He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee. Wired ) • 50 things I know.
Inside Information
MARCH 29, 2023
I wrote the very first tech survey when Barry Vinocur, then editor of Investment Advisor magazine, discovered that I was keeping a running spreadsheet of the various tech solutions in the 1990s—because so many people were asking me about this or that program. Real advisors didn’t need that fancy stuff.
Abnormal Returns
APRIL 26, 2024
fasterplease.substack.com) Derek Thompson talks with Ravi Agrawal, the editor-in-chief of Foreign Policy magazine, about India under Modi. (ritholtz.com) James Pethokoukis talks economic optimism with Ed Yardeni. theringer.com) Business David Rosenthal and Benjamin Gilbert go deep on the history of Microsoft ($MSFT).
The Big Picture
JANUARY 21, 2025
You, you grow up in, in London, you graduate Cambridge and you start at Euro Money Magazine in, in London. And that’s when I decided to move to New York City and I joined Forbes Magazine as a glorified fact checker and immediately doubled my salary moving from London. I got a piece coming out in the a RP magazine.
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