The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Learning investing through Morningstar’s length, you don’t necessarily need to take your signals from recent market performance. And it was interesting work. RITHOLTZ: Right.

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The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. RITHOLTZ: You’re in the middle of a 18-year or so giant 1,000% bull market. And Jack was adamant about, “Hey, cash flow and market share is an outcome.

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The Big Picture

AUGUST 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. So, that all — I was totally in the sort of finance bubble, first kind of market microstructure, trading mechanism. RITHOLTZ: So, let’s stay with that point… ADMATI: Yes.

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The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And you know, I love markets. RIEDER: So first of all, when I started, I mean, I started, this was July ‘87, market crash is — RITHOLTZ: Oh, well, nothing was going on that year.

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Economy Numbers Portfolio Marketing 144

The Big Picture

AUGUST 29, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. But I find those to be some of the best conversations because there’s no pretense, there’s no marketing, it’s just people talking about things that genuinely interest them. RITHOLTZ: Yeah.

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The Big Picture

DECEMBER 14, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg. They react to markets. It’s a cash flowing asset where you can remark your rents to market in a rising cost environment. I didn’t have investor experience, really.

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The Big Picture

JULY 26, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. I would love to say that it was the market, but it wasn’t. I’m just too busy,” which was like we’ve already decided ahead of time that that was no go.

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The Big Picture

JUNE 6, 2023

You get a scholarship in high school, you put it in the stock market, and immediately lose half. SETHI: And all these this media about how the stock market was going up 15 percent a week. SETHI: And you know, for a 17-year-old kid, that’s a lot of money I put in the stock market, and I lost half of it within weeks.

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The Big Picture

AUGUST 7, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. It’s one of the first times in my life I’ve ever really been ahead of a trend. And the markets compound and go over time. Nobody else is on this story.

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The Big Picture

JULY 18, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And you know when I was in business school from 97 to 99, we had kind of a hiccup in the markets in the fall of 98… RITHOLTZ: Long-term capital management and the Russian default.

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The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is founder and CEO of Miller Samuel, where he has been covering the real estate market for the better part of 40 years. RITHOLTZ: The market didn’t start to stumble.

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The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They have a very thoughtful approach and a very long-term approach to making investments in the private markets. How can you represent us in that market before you know anything about us?

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The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum. ASNESS: It has, but more stayed the same than has changed.

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Valuation Investing Investments Numbers 167

The Big Picture

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. It’s also a hyper-competitive field, so staying power is something that really is of value. It’s mark to market. And I don’t care if they ever transact.

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The Big Picture

JUNE 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And then covering, not in the mayhem of that Monday, but pretty close to the bottom tick on Tuesday, really just a fascinating career, a unique perspective on markets. RITHOLTZ: Go Blue.

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The Big Picture

MARCH 26, 2024

It was that era’s version of must see TV on the subject of, of the market. As a reminder back in 1986, the process of doing research on a person or a firm, there was 00:08:59 [Speaker Changed] No, you didn’t just Google ’em? 00:09:01 [Speaker Changed] No, there was no Google, there were no computers.

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The Big Picture

MARCH 14, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: That whole irrational exuberance era from ’96, from the speech to 2000, that could be the best four-year run in market history. And that was a key part of our marketing back then.

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The Big Picture

JULY 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, thinking about macro picture. RITHOLTZ: Right.

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The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I didn’t see the real path ahead. RITHOLTZ: What did grandma do that she had such market savvy back in the 90s? And I decided to go to law school. HAMBURGER: Yes.

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The Big Picture

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. Clearly, this is a trend line. And the only reason I can think for why dividends became the key way of returning cash is I went back to the history of markets. Market price.

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The Big Picture

DECEMBER 26, 2023

You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? Let, let’s jump ahead to a question I was gonna ask you later. I jumped ahead. That’s right. Two years later.

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Marketing Marketing Financial Advisor Clients 157

The Big Picture

MAY 2, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But I was just kind of goofing around and Googling, Google translating what wristwatch was in different languages. Saw it as more of a branding and marketing activity.

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The Big Picture

NOVEMBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. His name is Dave Nadig. Why don’t you speak to him?

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The Big Picture

OCTOBER 31, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But I recall vividly Professor Siegel as a traditional market cap-weighted index sort of guru. The transcript from this week’s, MiB: The Jeremies! Schwartz and Siegel on SFTLR! ,

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The Big Picture

NOVEMBER 28, 2023

I took that job in early 2000 and basically rode the market down, and I’ll tell you, nothing teaches you more about how things work than watching them not work on the way down. It, it was your first book was Moods and Markets. And then the second question is, what was your last transaction in the market? So does Google.

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