Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. You can also access tools to help you manage your money and plan for retirement.

Accounting 69

Accounting eCommerce Investing Investments 69

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

JANUARY 21, 2025

And then when I left the journal for the first time in 2008, they said, well, who should we hire to replace you? 00:16:42 [Speaker Changed] Coming into sort of late 2008, I think, if I recall correctly, I was somewhere between 70 and 80% stocks by that point. I did it in 2008 in oh nine. I said, Jason’s wife.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. I worked with Jack Bogle for about eight years before he retired. He retired. And in 2008, Bill McNabb took over.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. RITHOLTZ: Good timing, yes.

Assets 299

Assets Clients Investing Investments 299

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. MIELLE: After 2008? RITHOLTZ: 2008, ’09. So you retire in 2018. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, my extra special guest is Dominique Mielle. Tell us about that period.

Assets 285

Assets Investing Investments Management 285

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. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 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 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. MIAN: So when people compare the current sort of bear cycle to 2001 and 2008, the reason I think that’s flawed is because that was in a secular bear market. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

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. So I left in early 2008. Then we get to mid-October 2008 and — RITHOLTZ: Oh, you launched right into the financial crisis. That will work for you.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

DECEMBER 20, 2022

Go back right after 2008, every bank made markets. And quite frankly, myself as the CIO, I lack the confidence to go to other portfolio managers and say, look, my view is so strong and so right that you should get out of that country or what have you. Every bank had balance sheet. RITHOLTZ: Really very interesting.

Banking 162

Banking Assets Government Marketing 162

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. About John “JR” Robinson.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

NOVEMBER 25, 2024

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 then what happened in, in 2008? Well, most naive value portfolios are stuffed with financials. Absolutely.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

APRIL 8, 2024

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. The last cycle, for example, it took 18 months from when the yield corps inverted to when the recession started in 2008, 18 months. Not, not useful.

Economy 147

Economy Clients Banking Economics 147