The Big Picture

NOVEMBER 2, 2023

Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be – over. But this after-the-fact story does not resonate as truth with me, as it looks more like the 10% market correction of October 2023 has ended. Federal Reserve : There is no such thing as a “Hawkish Pause.”

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Taxes Portfolio Marketing Marketing 276

The Big Picture

JANUARY 9, 2024

I, I found this conversation to be really intriguing and I think you will as well. I would like to think a little bit funny and yes, I was, I was, I was, I believe the Cocom commissioner of Quad Wiffle Wall, a very, which is neither like prestigious, neither prestigious nor nor athletic, nor organizationally impressive.

Retail 130

Retail Banking Math Management 130

Bell Investment Advisors

JUNE 29, 2023

And then what about real estate, both commercial and residential? Slide 3: Terms Used in Today’s Webinar 01:40 But before I let Ryan jump into the mid-year market recap, I did want to cover the following slide, which is several terms that will be used in today’s webinar. 0:17 Ryan Kelley: Thanks. Happy to be here.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

JUNE 7, 2023

And if there’s time at the end, we’ll see if there are any questions from the audience. And if there’s time at the end, we’ll see if there are any questions from the audience. Let me introduce the panel from your left to right. Previously, he was a successful p.m. Knight Head capital recently. Good, good timing.

Management 267

Management Investing Investments Economics 267

The Big Picture

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And I think, yes, people still remember them.

Economy 141

Economy Numbers Portfolio Marketing 141

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. My disclosure, my firm also uses them, and she just sees the world from a place that not a lot of people in the industry get to do.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

MARCH 14, 2023

If you’re at all interested in thinking about asset allocation, top-down analysis, how to think about the world of investing, not as a stock picker, but as a broad macro perspective, none better than Rich Bernstein. I found this conversation to be fascinating, and I think you will also. RITHOLTZ: Right. RITHOLTZ: Right.

Economy 152

Economy Investing Investments Portfolio 152