Sara Grillo

MAY 8, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! For those of you who are new to my blog, my name is Sara.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

MARCH 21, 2023

He had kind of agreed to be my dissertation chair, even without a particular topic, and going in and saying, I want to write it.  The transcript from this week’s, MiB: Cliff Asness, AQR , is below. It is a masterclass. Let’s start out a little bit going over some of your background. I liked what they did. And they said, go get a PhD.

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Valuation Investing Investments Numbers 161

The Big Picture

MARCH 12, 2024

The transcript from this week’s, MiB: Sean Dobson, Amherst Holdings , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. That’s just unprecedented. And I’ll keep saying, no one will ever beat that, that that streak.

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