The Big Picture

MARCH 22, 2024

This week, we speak with Liz Ann Sonders , managing director and chief investment strategist at Charles Schwab & Co , with $8.5 ” A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. His latest book is “ Economics in America: an immigrant economist explores the land of inequality.”

Investing 182

Investing Investments Economics Management 182

The Big Picture

JANUARY 3, 2024

At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.

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Investing Investments Assets Numbers 195

Abnormal Returns

DECEMBER 14, 2022

peterlazaroff.com) Dan Kemp and Ollie Smith talk with Joe Wiggins author of the new book "The Intelligent Fund Investor." (morningstar.com) Peter Lazaroff talks with Ben Carlson about questions that spreadsheets can't necessarily answer. radreads.co) Rest is doing something that will not move your goals forward.

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Investing Investments Retirement Planning Banking 245

Abnormal Returns

SEPTEMBER 6, 2023

blog.validea.com) China's stock market is cheap, but is it investable? (awealthofcommonsense.com) Bonds aren't boring any more. quietwealth.com) Equities Small value stocks are even cheaper than normal. wsj.com) Money management Wealth management is a growth business. economist.com) Why don't more funds use performance funds?

Financial Advising 275

Financial Advising Wealth Management Media Economy 275

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

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Investing Investments Startup Valuation 182

The Big Picture

APRIL 8, 2023

He has also written several books on corporate finance and equity valuation and has published widely in journals. His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. He received his MBA and Ph.D. from the University of California at Los Angeles.

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Valuation Insurance Numbers Portfolio Management 306

The Big Picture

JULY 3, 2024

At The Money: Changing Your Behavior For Better Investing (July 3, 2024) If you could change only one thing that would help your investing, what would it be? When it comes to investing, we are our own worst enemies. As it turns out, when it comes to investing, we are our own worst enemies. Your own behavior. The answer.

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Investing Investments Portfolio Assets 162

The Big Picture

SEPTEMBER 25, 2022

This week, we speak with Steve Case , co-founder of America On-Line (AOL), founder of investment firm Revolution , Chair of the Smithsonian, and author of The Rise of the Rest: How Entrepreneurs in Surprising Places are Building the New American Dream. ” Steve Case’s authored books. Steve Case’s current reading.

Startup 317

Startup Government Investments Investing 317

The Big Picture

OCTOBER 4, 2024

He explains how he learned market-neutral sector-specific investing at Millenial and Citadel. he generates idiosyncratic investments in the pharmaceutical and biotech space. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Investing 147

Investing Investments Pharmaceutical Portfolio Management 147

Abnormal Returns

SEPTEMBER 18, 2024

Podcasts Peter Lazaroff talks with Rubin Miller about the complexities of investing. talkingbillions.co) How to Retire A review of Christine Benz's new book “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.” (crr.bc.edu) Personal finance Tony Isola, "Compound interest is apolitical."

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Management Retirement Taxes Planning 291

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investing 147

Investing Investments Assets Retail 147

The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing.

Engineering 325

Engineering Management Portfolio Assets 325

Nerd's Eye View

SEPTEMBER 12, 2023

In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

The Big Picture

OCTOBER 15, 2022

The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. A list of his favorite books is here ; A transcript of our conversation is available here later this week. Tom Rampulla’s favorite books. Books Barry mentioned.

Financial Advisor 305

Financial Advisor Education Retail Management 305

The Big Picture

NOVEMBER 15, 2024

His book “ Behavioral Game Theory: Experiments in Strategic Interaction ” is credited with creating a new field of study within BeFi. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. He is also the host of the popular quantitative investing podcast Flirting with Models.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

The Big Picture

OCTOBER 8, 2022

? ?. Michael Levy is CEO of Crow Holding , a 75-year old real estate investment and development firm. Previously, he worked in real estate finance and investment management at Morgan Stanley. The firm both developed and invests in commercial real estate. Michael Levy’s favorite books.

Financial Advisor 323

Financial Advisor Education Management Investments 323

Abnormal Returns

FEBRUARY 18, 2024

abnormalreturns.com) There is no holy grail in investing. abnormalreturns.com) Top clicks this week A look at five new finance books including "The Trading Game" by Gary Stevenson. economist.com) Alternative investments are generally sold, not bought. Also on the site At a certain age it's time to just say no to more stuff.

Retirement 294

Retirement Portfolio Investments Investing 294

The Big Picture

OCTOBER 29, 2022

A list of his favorite books is here; A transcript of our conversation is available here this week. His new book “ The Price of Time: The Real Story of Interest ” is a nominee for FT’s 2022 Business Book of the Year. Favorite Books of Jeremy Siegel + Jeremy Schwartz. Favorite Books of Jeremy Siegel + Jeremy Schwartz.

Assets 298

Assets Financial Market Investing Investments 298

The Big Picture

DECEMBER 17, 2022

This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.

Management 281

Management Valuation Consulting Investments 281

Abnormal Returns

OCTOBER 8, 2023

awealthofcommonsense.com) Why simplicity in investing can help reduce errors. axios.com) Defining what you will invest in, versus what you will not invest in, is important. insights.finominal.com) Skip Michael Lewis' new book and instead read Zeke Faux's "Number Go Up." latimes.com)

Numbers 291

Numbers Assets Investments Investing 291

Abnormal Returns

MARCH 7, 2024

Books An excerpt from "The Trading Game: A Confession" by Gary Stevenson. nymag.com) Hannah Rosin talks with Kara Swisher about her new book "Burn Book." construction-physics.com) Longreads Norges Bank Investment Management wants the ability to invest in private equity. on.ft.com) Air travel is cheap.

Medicine 263

Medicine Insurance Budgeting Government 263

Abnormal Returns

NOVEMBER 20, 2023

integratinginvestor.com) Strategy ESG or not, people are going to invest according to their values. axios.com) Finance Wherever you look PE firms are struggling to exit investments. newsletter.abnormalreturns.com) Mixed media The 10 best books of 2023 including ‘The Bathysphere Book: Effects of the Luminous Ocean Depths,’ by Brad Fox.

Financial Advising 278

Financial Advising Media Economy Sales 278

Abnormal Returns

OCTOBER 4, 2024

joincolossus.com) Josh Brown Rick Ferri talks with Josh Brown about his new book "You Weren’t Supposed to See That." bogleheads.podbean.com) Julia La Roche talks with Josh Brown about his new book "You Weren’t Supposed to See That." youtube.com) Finance Matt Zeigler sits down with Drew Dickson, founder of Albert Bridge Capital.

Economy 279

Economy Investments Investing Marketing 279

The Big Picture

JUNE 17, 2023

Morgenson explains how PE was originally an institutional type of product aimed at Pensions, Foundations, Endowments and other perpetual investment capital, but has recently moved into high-net-worth retail customers. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday.

Taxes 327

Taxes Retail Economy Economics 327

The Big Picture

MARCH 18, 2023

He explains how the firm is only “half hedge fund,” as they employ over 40 different quantitative, many of which are specific investments based on their quantitative research. Specifically, when Value doesn’t work, strategies like profitability, fundamental momentum, and low-risk work when Value as an investment style did not.

Retirement 310

Retirement Management Sales Investments 310

Abnormal Returns

MARCH 14, 2024

Books An excerpt from Abigail Shrier’s new book, “Bad Therapy: Why the Kids Aren’t Growing Up.” gq.com) Investing Fermat Capital Management owns the world's largest portfolio catastrophe bonds. bloomberg.com) Investment factors are a big business. So the models (and data) used matter.

Retirement 265

Retirement Portfolio Investments Investing 265

The Big Picture

MAY 6, 2024

It’s taken me months to organize all of my research for my next book project; it’s a lot of stuff, some dating back to 2000. Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. A lot of it has not aged well.

Numbers 290

Numbers Investing Investments Marketing 290

The Big Picture

MAY 1, 2023

I’ve included some samples below , but you should go check out the Timeline in its entirety… ~~~ Joseph de la Vega wrote the first ever behavioral finance book in 17th century Holland. The company invited all Dutchmen to invest when shares became available for purchase in August 1602.

Financial Market 321

Financial Market Marketing Marketing Investments 321

Abnormal Returns

SEPTEMBER 5, 2024

Books An excerpt from Anne Applebaum's book "Autocracy, Inc: The Dictators Who Want to Run the World." theconversation.com) AI How AI will change startup investing. theconversation.com) AI How AI will change startup investing. numlock.com) Insights from “Hoof Beats: How Horses Shaped Human History,” by William Taylor.

Startup 278

Startup Manufacturing Economy Economics 278

Abnormal Returns

NOVEMBER 26, 2023

safalniveshak.com) The 10 best books of 2023 including 'The Bathysphere Book: Effects of the Luminous Ocean Depths,’ by Brad Fox. awealthofcommonsense.com) You can't know how well your investments are doing without proper measurement. (awealthofcommonsense.com) THIS is the most important decision you will make in life.

Investments 296

Investments Investing Marketing Marketing 296

Abnormal Returns

NOVEMBER 29, 2023

Podcasts Christine Benz and Jeff Ptak talk with Tiffany Aliche, author of the new book "Made Whole: The Practical Guide to Reaching Your Financial Goals." cnbc.com) A Q&A with Morgan Housel author of the new book, "Same as Ever: A Guide To What Never Changes." humbledollar.com) Investing When you invest is more important than how.

Retirement 279

Retirement Retirement Planning Budgeting Portfolio 279

Abnormal Returns

JANUARY 7, 2024

(awealthofcommonsense.com) An example of how finding a (highly) niche investment strategy works in practice. cnbc.com) 50 books read in 2023 including "Road to Surrender: Three Men and the Countdown to the End of World War II" by Evan Thomas. wsj.com) Asset class returns were pretty green in 2023 except for commodities.

Assets 297

Assets Economy Investments Investing 297

The Big Picture

AUGUST 26, 2022

As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets. Registered Investment Advisors (RIAs) have pulled trillions of dollars away from the Sell-side and into a much more investor-friendly way of doing business.

Accounting 353

Accounting Government Assets Management 353

The Big Picture

NOVEMBER 25, 2023

He is the author of several books on investing confidence, most recently The Confidence Map: Charting a Path from Chaos to Clarity. ” His books can be seen here ; A transcript of our conversation is available here Tuesday.

Economy 283

Economy Banking Economics Assets 283

The Big Picture

DECEMBER 19, 2024

The Spirit of Investment hovered over the trading floor. The post The Book of Genesis: Wall Street Edition appeared first on The Big Picture. This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy.

Startup 130

Startup Portfolio Marketing Marketing 130

Abnormal Returns

FEBRUARY 22, 2024

Books A Q&A with Kara Swisher author of "Burn Book: A Tech Love Story." wired.com) A Q&A with Margot Susca author of "Hedged: How Private Investment Funds Helped Destroy American Newspapers and Undermine Democracy." thehustle.co) Investing The case for venture capital.

Communication 267

Communication Investments Investing 267

Abnormal Returns

JUNE 17, 2024

Podcasts Matt Zeigler talks with Daniel Crosby about his new book "The Soul of Wealth" and much more. joincolossus.com) The biz Ken Fisher is selling a minority stake in Fisher Investments to Advent International and the Abu Dhabit investment fund. riabiz.com) Wells Fargo ($WFC) wants in on the advisor custody business.

Financial Counseling 265

Financial Counseling Compensation Planning Wealth Management Startup 265