The Big Picture

JANUARY 9, 2024

Now, like that’s a little tarnished, but there’s still some truth there. Matt Levine writes The Money Stuff Daily newsletter for Bloomberg. Matt has become this fascinating character in the world of Wall Street research and analysis and commentary. I, I found this conversation to be really intriguing and I think you will as well.

Retail 130

Retail Banking Math Management 130

Inside Information

OCTOBER 30, 2021

Knut has tirelessly pursued the betterment of investment advisory services provided to individual investors by emphasizing the importance of maintaining true fiduciary standards. Notice that Rostad easily conflates the fiduciary standard and investor protection; to him, the two are sides of a coin. Department of Labor.

CFP 40

CFP Commission Education Investing 40

Brown Advisory

JANUARY 1, 2021

For the long-term investor, our brain can be our worst enemy. For the long-term investor, our brain can be our worst enemy. We think one of our few advantages or “sources of edge” as investors is the extension of our horizon or, taken to its extreme, the removal of time. We need to override our brain’s override!

Investing 52

Investing Investments Valuation Economics 52

The Big Picture

DECEMBER 6, 2022

But the space that those shops don’t play in are coming up with ideas for themes that allow investors to focus on a very specific idea within the world of investing. They have Uranium, just really fascinating ideas that allow investors to express their investment themes in a very specific, fairly low cost, professionally managed ETF.

Clients 152

Clients Investing Investments Management 152

The Big Picture

JUNE 7, 2023

 The video from last week’s panel is above Bloomberg Masters in Business host Barry Ritholtz discusses the current environment for hedge fund launches with IDW Group Founder and Chief Executive Officer Ilana D. So let’s start with you, Mike. If you look at some of the top launches that are coming out in 2023, ILX and free stone.

Management 267

Management Investing Investments Economics 267

The Big Picture

JULY 24, 2023

Jawad Mian publishes a fascinating macro advisory letter that is read by many of the most well-known and influential investors on not just Wall Street but around the world. I just want to be independent and come to the truth. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest.

Marketing 130

Marketing Marketing Economy Valuation 130

Sara Grillo

JUNE 2, 2022

There is no absolute value that can be quantified by a few simple metrics and a simple questionnaire. The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. This blog is not for the faint of heart. For those of you who are new to my blog/podcast, my name is Sara.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

MAY 23, 2022

Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does. Find out by listening to the show. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. So please subscribe! He did the opposite.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

MARCH 27, 2023

And two was that I had never really taken time to think about the lack of women in the business, and that there really wasn’t a voice to tell the story of female investors. It’s as simple as that. One was that I really enjoyed writing. And so that’s when I thought, you know, there might be a hole in the market.

Assets 274

Assets Investing Investments Management 274

The Better Letter

JUNE 9, 2022

His first product representation was of an apple, an icon of which, with Eve’s portion bitten out, is still proudly displayed on many of his products today. Ironically, advertising is often just lying, because man-made products don’t sell well when the pitch is merely the truth. Others vie for the honor.

Advertising 52

Advertising Medical Education Recruitment 52

The Big Picture

MARCH 26, 2024

She, she’s so insightful and so knowledgeable and has such a wonderful perch overseeing, you know, eight and a half trillion dollars of both individual mom and pop investors, advisors. She gets to see a huge amount of activity from the inside, and she, on a regular basis, speaks to investors, speaks to advisors, speaks to institutions.

Investing 141

Investing Investments Marketing Marketing 141

Dear Mr. Market

MARCH 11, 2023

Dear Mr. Market: March Madness is back! And so are we… The world stopped pretty much everything at one point during the pandemic and sports were of course no exception. For true sports fans there was nothing more depressing than watching cornhole tournaments or empty arenas void of fans, sounds, and energy.

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

MARCH 14, 2023

BERNSTEIN: So truth be told, I actually lied about my age to get my first job — RITHOLTZ: Get out of here. And I’m not sure Merrill knew what a quant did back then, but they knew it was a slot that got voted on an institutional investor and they wanted an analyst — RITHOLTZ: Right. It was a great place to work.

Economy 152

Economy Investing Investments Portfolio 152

Good Financial Cents

APRIL 19, 2023

The truth is that building a passive income stream usually isn’t passive at first. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. “Making money while you sleep” has a nice ring to it, doesn’t it? It requires time, money, skills, or all three.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MARCH 21, 2023

It’s that simple. ASNESS: — not telling the full truth. You get your PhD at the University of Chicago, where you are the teaching assistant for some obscure prof named Gene Fama. Tell us a little bit about that. CLIFFORD ASNESS, CO-FOUNDER, AQR CAPITAL MANAGEMENT: Yeah, I basically discovered him. I liked what they did.

Valuation 161

Valuation Investing Investments Numbers 161

Sara Grillo

FEBRUARY 13, 2023

In this podcast we are going to expose the truth about ESG investing. Investor’s Business Daily, February 3, 2022 Ehem. In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to earn higher fees off unsuspecting people who mean well. Don’t let your clients get taken!

Investing 72

Investing Investments Clients Portfolio 72

The Irrelevant Investor

AUGUST 9, 2018

This story has played out in different counties and in different industries all across our country for the last couple of decades. There are too few with too much and too many with too little. People are mad and they're looking for someone to blame. Share buybacks are the scapegoat. Things are tough for aging Americans. That is no longer the case."

Economics 52

Economics Distribution Investing Investments 52

The Big Picture

APRIL 25, 2023

I saw myself, if anything, maybe doing product wholesaling, getting involved in financial product structuring, but I didn’t really see a clear path. She was an investor. Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance.

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

APRIL 11, 2023

He said, oh, dean of valuation, it’s easier to say. So this has nothing to do with expertise. It had everything to do with having an unpronounceable last name. So — RITHOLTZ: So just for the record, it’s not Damodaran, it’s Damodaran. DAMODARAN: Exactly. RITHOLTZ: There you go. I don’t think that’s that hard.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

FEBRUARY 20, 2024

So all, all sorts of micro issues, not macro issues. It was a pretty interesting period because the, the congress had just passed what’s called the Monetary Control Act, where they were forcing the Fed to charge for all its services to, so, so, so to sort of level the playing field with the private sector.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

FEBRUARY 7, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Bill Cohan is a fixture on Wall Street for a long time, both as an investment banker at Lazard Freres and eventually Merrill and JPMorgan Chase, as well as an author. He is one of the co-founders of Puck. It’s great to be here. COHAN: Yeah.

Engineering 252

Engineering Banking Management Numbers 252

The Big Picture

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. I was lucky enough to be on the edges of a product which became WEBS, which became iShares. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. His name is Dave Nadig.

Management 268

Management Assets Portfolio Investing 268

Aleph

DECEMBER 31, 2022

I did sorted weekly tweets from 2012 to 2014, then I stopped tweeting as much for a while, and so discontinued them. I can think of three good reasons to try this again: Readers can see the most interesting articles that I have been reading, and can see some of my thoughts about them. Credit deterioration on the low end. They will not use this.

Government 59

Government Banking Taxes Advertising 59

The Big Picture

OCTOBER 3, 2023

This is when I was still living in Cleveland, and I got a job with the home building Products division of United States Steel, which was a company that United States Steel had acquired in Cleveland, called All Side. Yeah, I, I, I think I told him, I, I, I said, I think I told him you’re looking at it. And he said, yeah, not in my house.

Taxes 268

Taxes Banking Clients Management 268

The Big Picture

SEPTEMBER 26, 2022

And he acts like he’s the only one who owns the truth, who can move us into the future, and that’s just hogwash. Just ask Donald Trump and Devin Nunes, who left Congress to run Truth Social. What is your 35mm camera worth today? As for all the b.s. The “coastal elites.” As for the right? As for the planet?

Manufacturing 321

Manufacturing Media Math Banking 321