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.

Asset Allocation 182

Asset Allocation Portfolio Management Assets Management 182

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.

Medicine 40

Medicine Financial Planner Financial Planning License 40

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).

Portfolio Management 285

Portfolio Management Economics Assets Management 285

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. Let, let’s get a little background for you.

Investing 147

Investing Investments Retirement Management 147

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. Now here is what was really cool. Yeah, that makes sense.

Investing 26

Investing Investments Numbers Assets 26

The Better Letter

FEBRUARY 23, 2023

People magazine put her on the cover for its first ever “50 Most Beautiful People” issue. ” So, when Esquire magazine’s cover asked, “What Michelle Pfeiffer Needs…”, the answer printed on the inside front cover – “…Is Absolutely Nothing” – seemed superfluous at best.

Clients 72

Clients Portfolio Management Portfolio Management 72

Sara Grillo

NOVEMBER 14, 2022

If you didn’t want equity risk tied to your income, you would structure the portfolio for cash flow using fixed income, which has interest rate risk. They structure the portfolio to provide current income and draw down 4% from the portfolio’s dividends and interest while keeping the portfolio intact.

Insurance 59

Insurance Retirement License Financial Advisor 59

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. billion.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

FEBRUARY 14, 2025

But it needs to improve tech and service as it pushes into wealth management and cash accounts.( This all helps explain why the Economist magazine has ranked Spain as the world’s best-performing economy. ( She manages Ariels Emerging Markets Value strategies. last year. By contrast, the German economy contracted by 0.2%

Economy 147

Economy Wealth Management Portfolio Management Management 147

The Big Picture

NOVEMBER 23, 2024

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. Wired ) • Ozempic Could Crush the Junk Food Industry.

Food 162

Food Math Media Assets 162

The Big Picture

JULY 31, 2023

HOFFMAN: It was called “Wednesday Journal” and they ran a bunch of weekly newspapers and a monthly parenting magazine called “Chicago Parent” That was my, truly my first job was running, I was their web editor. HOFFMAN: It’s true, I found my way back, yeah. RITHOLTZ: So where did you, what was the first place? RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130

The Big Picture

APRIL 8, 2024

You know, he went from the cover of Time Magazine to not being with us anymore. He helps portfolio managers make sense of the world. My first job was working for Professor Otto Eckstein, who was council Economic Advisors cover of Time Magazine. But he was a phenomenal person. And he had this game plan. On the ball, right.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

AUGUST 17, 2024

New York Times ) Be sure to check out our Masters in Business this week with Mike Green, portfolio manager and chief strategist for Simplify Asset Management. The McLaren F1 may be the last of them. (

Portfolio Management 182

Portfolio Management Management Economy Sales 182

The Better Letter

JANUARY 2, 2025

William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. RELX earned 16 percent, but the other three did poorly. “History is on our side,” he said. “We will bury you.” trillion.

Management 103

Management Marketing Marketing Economics 103