The Big Picture

AUGUST 29, 2022

Eric Balchunas is someone I’ve known from both the ETF industry and Bloomberg for, I don’t know, a decade or two, and we hang out in a lot of the same circles. RITHOLTZ: So where did you start? RITHOLTZ: We chase the things that recede from us …. RITHOLTZ: Who, what, where, when, why. I have an extra special guest.

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Assets Management Marketing Marketing 161

The Big Picture

JULY 18, 2023

And he had a sizable amount of money under management and hard-closed his vehicle and in his first 14 months, if I remember correctly, his gross return was 120%. We had a career day and everybody who came in was miserable in their jobs. I thought this was a fascinating conversation and I think you will also. WAGNER: Exactly.

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The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. Just, hey, we’re looking for alpha, we’re looking to outperform.

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Assets Management Portfolio Marketing 161

The Big Picture

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. RICK RIEDER, CHIEF INVESTMENT OFFICER OF GLOBAL FIXED INCOME, BLACKROCK: I don’t think it was ever in the cards, actually. And I was very lucky, there were 35 of us in the training program ad it looked like we all were going to get fired.

Economy 141

Economy Numbers Portfolio Marketing 141

The Big Picture

SEPTEMBER 5, 2023

This week on the podcast, our returning champion for the sixth time, my friend Jonathan Miller. 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: You are a returning champion. We just wanted to be here and there’s no regrets.

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Sales Numbers Taxes Marketing 130

The Big Picture

MARCH 27, 2023

First of all, before we get started, I very much enjoyed the book. First of all, before we get started, I very much enjoyed the book. You have a very wicked sense of humor, which comes through in the pages, starting with the title, “Damsel in Distressed”. Was that where you plan to go? You get an MBA at Stanford.

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Assets Investing Investments Management 274

The Better Letter

DECEMBER 7, 2023

So was screenwriter William Goldman (“ nobody knows anything ”). As per the scientific method, we should always hold our views of the truth lightly and tentatively, subject to more and better information and arguments. Only 75 people responded to that first ad, although Norman Mailer was one of them.

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Consulting Management Investing Investments 92

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The link to the podcast is at the top of this page; but if you’d like a glimpse of what went down, enjoy the clip below: . .

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CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MARCH 21, 2023

You get your PhD at the University of Chicago, where you are the teaching assistant for some obscure prof named Gene Fama. I said, where should I go? And they said, close the door because we were at Wharton. The way I always describe it is one of the scariest moments of my life was going to Gene’s office.

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Valuation Investing Investments Numbers 161

Sara Grillo

FEBRUARY 13, 2023

In this podcast we are going to expose the truth about ESG investing. And also Dr. Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge.

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Investing Investments Clients Portfolio 72

The Big Picture

JULY 31, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, Liz Hoffman comes in to tell us about writing “Crash Landing” which I found to be a fascinating book about telling the story of the pandemic that we all just lived through. You know it feels like we all went through more or less the same thing. RITHOLTZ: Right.

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Retail Government Economy Economics 130

The Big Picture

JUNE 20, 2023

When we spoke, the focus and conversation really emphasizes the largest of the large private equity firms. Yes, there’s a legitimate need and use for private equities, especially in mid-markets where, to be blunt, Wall Street has just abandoned that space and gone upmarket, creating a vacuum. That’s a shocking number.

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Insurance Healthcare Retail Medicine 141

The Big Picture

APRIL 8, 2024

Before we get into the details of your career and and your work, how on earth is anyone ranked number one for 43 consecutive times? And the first real practical application was the Sage American Airlines Ticket System, which is a, you know, time sharing where you get your tickets. Pretty much the same technology as today.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. So we worked on things like payments policy, you know, regulatory policy. So we wanted to make sure that under PE people understood what the cost was. It’s microeconomics.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

APRIL 11, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, returning after a too long of a wait, Professor Aswath Damodaran. And I think that combination is getting increasingly hard to find because we’re very early in life. What can I say about his breadth and depth of expertise?

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Valuation Education Government Numbers 286

The Big Picture

FEBRUARY 7, 2023

And I also spent a year there, working for the chief credit officer at GE Capital, learning all the different business lines at GE Capital. We don’t need you. RITHOLTZ: We’ve put your resume in our file. And then two years later, I tried again. Do you know what a ding letter is? RITHOLTZ: Sure. COHAN: Yeah.

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Engineering Banking Management Numbers 252

The Big Picture

NOVEMBER 21, 2023

Once again? That’s after returning a big chunk of capital and profits to their investors. I, I’m kind of fascinated by your background, and before we get into what you do, we have to talk a little bit about how you got to where you are today. What can I say? I have an extra special guest.

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Investing Investments Startup Accounting 246

The Big Picture

MAY 16, 2023

So strap yourself in for a fun conversation about what it’s like to be at — “in the room where it’s happening” to quote Hamilton, but to be at the intersection of media and finance and technology as the world is blowing up. And we have this room like this, no light. RITHOLTZ: This is professional.

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Media Investing Investments Valuation 278

The Big Picture

NOVEMBER 15, 2022

I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. And they said, “We already do.” RITHOLTZ: Right.

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Management Assets Portfolio Investing 268

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. One of the big sales offices was out in Long Island in Garden City. Starting at the beginning of the administration in 2017.

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Taxes Banking Clients Management 268

The Big Picture

JANUARY 23, 2024

I, I found this conversation to be absolutely fascinating, not just because CH Meek was, has a little bit of a political background and had worked in both of Obama’s campaign where he was frequently fired by the soon to be president, but still managed to maintain his job. Where were you thinking of going? Thanks for having me.

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Government Startup Manufacturing Investing 130

The Big Picture

AUGUST 23, 2022

And then I did the same thing with “Freezing Order” which is what’s taking place in the five years since “Red Notice” came out. It’s the wild west and it is, as he describes it, a kleptocracy and a fascist state which doesn’t sound like it’s the sort of place where anybody would want to live.

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Government Banking Numbers Investing 312

The Big Picture

NOVEMBER 28, 2023

Peter has had a fascinating career in finance, JP Morgan Bank, one, a few other large places where he got to see how people’s sentiment and confidence levels affected their decision making. Where did, where did you go from from college? And this is everything from securitized credit cards to investing and and beyond.

Banking 252

Banking Media Economics Food 252

The Big Picture

OCTOBER 24, 2023

The book is deeply researched and relies to a large degree on some nuance and, and a lot of science and a lot of the tropes that we all think about. She takes me to school time and again, I found our conversation about the book fascinating, and I think you will do as well. Where does this passion for disasters come from?

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Healthcare Manufacturing Government Numbers 141