Inside Information

FEBRUARY 1, 2024

A lot of hand-wringing, initially, because many advisors questioned their value working the good ‘ol HP 12C making retirement planning calculations for their clients when this newfangled thing called software came along. What was the reaction? Is this going to replace us? More money in our funds!)

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. RICK FERRI, CFA: I ended up retiring in 2000. An hourly financial advisor is someone who provides financial advisor for a set hourly rate.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

JANUARY 21, 2025

You, you wrote at the journal through the.com implosion as well as the whole runup to 2000 September 11th, the great financial Crisis. I did it in 2000, 2002. I realized I had enough to retire if I wanted to. But learning how to spend in retirement. What era of finance did you find the most intriguing as a journalist?

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The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So you retire in 2018. For a lot of funds, the early 2000 saw a lot of opportunity in the distressed market and in other spaces. She is an author and former hedge fund trader, specializing in distressed assets.

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Assets Investments Investing Management 285

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. They like tax-free income, but they also don’t like principal losses.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. So this secular bear market that we’re in today began in 2013 when we finally broke above the 1,500 level that was capping the index since 2000. Let’s talk about that 80 to 2000 bull market.

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Marketing Marketing Economy Valuation 130

The Big Picture

AUGUST 20, 2024

People earn wages, whether it’s a retirement account or a tax deferred account or just an investment account. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. It goes so far.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. We have been speaking with Tom Wagner, co-portfolio manager and co-founder of Knighthead Capital. RITHOLTZ: Was that at Credit Suisse First Boston?

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

JULY 11, 2023

2000 average company went public after three years, that was probably an anomaly in the dot com. You have half the number of public companies that you had in 2000. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right.

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Management Investing Investments Assets 222

The Big Picture

DECEMBER 12, 2023

Barry Ritholtz : This week on the podcast, not only do I have an extra special guest, but I have a mutual fund Legends Fidelity Low price stock fund manager, Joel Tillinghast has been there pretty much since inception in 1989. He’s crushed the Russell 2000, whatever benchmark you want to talk about. a year since 1989.

Management 264

Management Investing Investments Retail 264

The Big Picture

APRIL 11, 2023

And from the ‘90s, anecdotally, and I know the plural of anecdote is not data, but anecdotally, we always used to see the worst time stock buybacks heading into 2000. Management tends to be terrible timers. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood. RITHOLTZ: Right.

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Valuation Education Numbers Government 298

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. Now he’s the head of the discretion team at Loomis Sales, which manages well over $335 billion in client assets. And when we’re done, we would go back to our research and also dabbled in a little portfolio management.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

APRIL 8, 2025

Barry Ritholtz : Well, that was sweet of them to do it that way… You know, I have a vivid recollection from the people I, we, we were talking about Josh Frankel and Dave Rosenberg, and I know a lot of Rich Bernstein, all these people I know from the 2000 Era Merrill Lynch. But I, I am a big believer in liberal arts education.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. If you’re anywhere from an individual to a pension fund, saying how much do I have to save to retire? Program didn’t feel right.

Valuation 173

Valuation Investments Investing Numbers 173

The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. What were the drivers of the shift from a single manager to multiple managers to multi-strategy, to multi-manager, multi-strategy? 00:11:57 [Speaker Changed] Really, really interesting.

Management 147

Management Investments Investing Assets 147

The Big Picture

NOVEMBER 25, 2024

And I think that helped fuel the smart beta boom of the 2000 tens. 00:19:11 [Speaker Changed] The, the challenge is always the transition from the uptrend to the downtrend, which is why you have portfolio managers and allocators arguing who’s responsible. And by the way, here’s the 30 year back test.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

APRIL 8, 2024

And like you mentioned, the smooth sailing in the 2000 tens 00:15:07 [Speaker Changed] Didn’t feel that way at the time. 00:19:54 [Speaker Changed] So you retired if it’s not working and you move on to the next that. He helps portfolio managers make sense of the world. So it’s all the same.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JULY 22, 2024

So I moved in 2000, almost if you mark the all time high of Morgan Stanley stock, you know, pre adjusted, it was trading like an internet. So I joined 00:05:51 [Speaker Changed] Like March, 2000, something like that. 00:05:54 [Speaker Changed] Yeah, it was early 2000. 00:05:54 [Speaker Changed] Yeah, it was early 2000.

Portfolio 147

Portfolio Economy Investments Investing 147