Nerd's Eye View

OCTOBER 29, 2024

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

The Big Picture

SEPTEMBER 27, 2024

Her new book “ In This Economy?: A list of her favorite books is here ; A transcript of our conversation is available here next week. Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets. She has been published at Bloomberg, New York Magazine, FT, and the NYT.

Healthcare 294

Healthcare Economy Numbers Assets 294

The Big Picture

MARCH 13, 2025

I have known Scott Galloway since way before his first book, The Four , came out in 2017. This is the first podcast where i am discussing the book. He had been on MiB prior, and it was my pleasure to intro it at NYU Stern when it first was published. They unpack why diversification is both boring and sexy, whether the U.S.

Investments 147

Investments Investing Wealth Management Numbers 147

Abnormal Returns

DECEMBER 2, 2024

The TSA screened a record number of passengers on Sunday. abnormalreturns.com) Mixed media Costco ($COST) is getting out of the books business. (bloomberg.com) Finance Why ServiceTitan has to go public. axios.com) Robinhood ($HOOD) is now taking on Charles Schwab ($SCHW) and Fidelity. barrons.com) Boom! Well, you should. twopct.com)

Communication 162

Communication Manufacturing Media Banking 162

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.

Valuation 306

Valuation Insurance Numbers Portfolio Management 306

Calculated Risk

JANUARY 17, 2023

Any number below 50 indicates that more builders view sales conditions as poor than good. • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • At 10:00 AM, The January NAHB homebuilder survey.

Retail 195

Retail Sales Banking Numbers 195

The Big Picture

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” I am very excited about this,my first book in 15 years. ” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025.

Investments 189

Investments Investing Numbers 189

The Big Picture

MARCH 10, 2025

Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. His brilliant insights colored lots of themes in my book, and Denominator Blindness is a perfect example. Q :“ Your book discusses emotional decision-making extensively. Here is the full-length Q&A discussion.

Investments 195

Investments Investing Food Ethics 195

Calculated Risk

APRIL 19, 2023

Fed's Beige Book "This report was prepared at the Federal Reserve Bank of Richmond based on information collected on or before April 10, 2023." Employment growth moderated somewhat this period as several Districts reported a slower pace of growth than in recent Beige Book reports.

Marketing 188

Marketing Marketing Transportation Sales 188

Abnormal Returns

MARCH 14, 2025

larrykotlikoff.substack.com) Finance Scott Galloway talks with Barry Ritholtz about his new book "How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth - and How to Avoid Them." Richard Berner about the evisceration of financial oversight. ritholtz.com) Joe Fahmy talks avoiding trading mistakes with Brian Lund.

Budgeting 147

Budgeting Economy Taxes Economics 147

The Big Picture

APRIL 10, 2025

But this is a fun conversation with Pete Dominick discussing the economy, the market and of course, the new book! He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Yeah, yeah, more of me, I know.

Investments 130

Investments Investing Startup Wealth Management 130

Wealth Management

MARCH 9, 2023

The Federal Reserve’s February 2023 Beige Book numbers show commercial real estate lending has remained stable. reported falling foot traffic at malls last month. These are among today’s must reads from around the commercial real estate industry.

Numbers 277

Numbers 277

Advisor Perspectives

SEPTEMBER 17, 2024

Christine Benz is Morningstar’s director of personal finance and retirement planning, but she’s written a book that evokes Viktor Frankl as much as Bill Sharpe, aiming to go well beyond the mathematics of saving for, and living in, retirement.

Retirement 116

Retirement Numbers Retirement Planning Planning 116

Abnormal Returns

DECEMBER 31, 2024

heathercoxrichardson.substack.com) Economy The October Case-Shiller numbers showed a 3.6% abnormalreturns.com) Mixed media 25 of the best nonfiction books of 2024 including "Supercommunicators: How to Unlock the Secret Language of Connection" by Charles Duhigg. rise in national home prices. Well, you should.

Media 173

Media Economy Numbers Economics 173

The Big Picture

MAY 28, 2023

A painstakingly documented new book by Jonathan Howard, a neurologist at New York University and a veteran debunker of the pseudoscience contaminating our efforts to fight the pandemic. Vox ) • Why is the US banning children’s books? Now the banning and challenging of books in the US has escalated to an unprecedented level.

Accounting 299

Accounting Medical Numbers Assets 299

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” That convinced Sullivan to book the lads.2

Numbers 334

Numbers Communication Media Investments 334

Abnormal Returns

OCTOBER 8, 2023

insights.finominal.com) Skip Michael Lewis' new book and instead read Zeke Faux's "Number Go Up." (axios.com) Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) How factors have performed YTD. latimes.com)

Numbers 290

Numbers Assets Investments Investing 290

Abnormal Returns

DECEMBER 8, 2023

pionline.com) Books Amy Edmondson has won the Financial Times and Schroders Business Book of the Year Award for "Right Kind of Wrong: Why Learning to Fail Can Teach Us to Thrive." talkingbiznews.com) Ten books that made us think in 2023 including "Ours Was the Shining Future" by David Leonhardt. unemployment rate.

Financial Advising 264

Financial Advising Media Economy Numbers 264

Calculated Risk

JANUARY 16, 2024

Any number below 50 indicates that more builders view sales conditions as poor than good. • At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • At 10:00 AM, The January NAHB homebuilder survey.

Retail 147

Retail Sales Banking Numbers 147

Abnormal Returns

JUNE 2, 2023

insideradio.com) The number of songs uploaded to streaming services just keep increasing. morningstar.com) Cameron Passmore and Benjamin Felix talk with Nick Maggiulli about his book "Just Keep Buying: Proven Ways to Save Money and Build Your Wealth." The biz Consolidation is here, again, as independent podcast companies sell out.

Portfolio Management 277

Portfolio Management Management Numbers Portfolio 277

Nerd's Eye View

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)

Financial Planner 246

Financial Planner Investment Advisor Financial Advisor Clients 246

Abnormal Returns

SEPTEMBER 21, 2023

ft.com) Books A review of "The Missing Billionaires: A Guide to Better Financial Decisions" by Victor Haghani and James White. economist.com) The six finalists for the Financial Times and Schroders Business Book of the Year Award include "Right Kind of Wrong: Why Learning to Fail Can Teach Us to Thrive" by Amy Edmondson.

Financial Advising 299

Financial Advising Media Economy Numbers 299

Abnormal Returns

AUGUST 23, 2024

disciplinefunds.com) Jobs numbers get revised all the time. posting-nexus.ghost.io) It's okay to not finish a book. (theverge.com) Tesla ($TSLA) had to cut down a lot of trees to build its German gigafactory. fastcompany.com) Economy It's hard not to argue the economy is weakening. Then check out our weekly e-mail newsletter.

Financial Advising 263

Financial Advising Media Economy Numbers 263

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 Investments Investing Marketing 290

Abnormal Returns

DECEMBER 24, 2023

time.com) Books The 16 best books of 2023 including "Fire Weather: A True Story from a Hotter World" by John Vaillant. wired.com) Some favorite books from 2023 including "Excellent Advice for Living: Wisdom I Wish I’d Known Earlier" by Kevin Kelly. (propublica.org) The case for more U.S. immigration.

Financial Advising 259

Financial Advising Media Economy Taxes 259

Abnormal Returns

MARCH 18, 2025

on.ft.com) How Not to Invest Ten insights from Barry Ritholtz's new book "How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth - and How to Avoid Them." (ft.com) Earnings estimates are coming down. sherwood.news) Long Europe, short US is the consensus trade.

Media 147

Media Economy Numbers Management 147

Abnormal Returns

NOVEMBER 26, 2023

Markets Stock picking is difficult because it requires a number of different skills. newsletter.abnormalreturns.com) Mixed media 100 notable books of 2023 including 'The Battle of Ice and Ink' by Darrell Hartman. humbledollar.com) Why it's hard for outsiders to know what's going on inside a company.

Financial Advising 281

Financial Advising Economics Insurance Media 281

Abnormal Returns

DECEMBER 13, 2023

Podcasts Jordan Harbinger talks with Morgan Housel about his book "Same As Ever." humbledollar.com) Some books Morningstar types recommend including "Number Go Up" by Zeke Faux. jordanharbinger.com) Barry Ritholtz has a new short-form podcast 'At the Money' exploring a range of money questions. humbledollar.com)

Retirement 260

Retirement Taxes Numbers 260

Abnormal Returns

DECEMBER 28, 2022

theinformation.com) Books The best books of 2022 including "Tomorrow and Tomorrow and Tomorrow" by Gabrielle Zevin. hollywoodreporter.com) The best books of 2022 including "Indigenous Continent: The Epic Contest for North America" by Pekka Hämäläinen. (tomtunguz.com) Instacart continues to slash its valuation.

Financial Advising 243

Financial Advising Valuation Media Economy 243

Calculated Risk

NOVEMBER 30, 2024

The number of job openings (black) were down 20% year-over-year. 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, December 5th -- 8:30 AM: The initial weekly unemployment claims report will be released. million from 7.86

Manufacturing 162

Manufacturing Sales Government Banking 162

Abnormal Returns

JULY 28, 2024

nytimes.com) The number of Americans earning the minimum wage keeps shrinking. newsletter.abnormalreturns.com) Mixed media The best books of the year so far including "The Hunter" by Tana French. (wsj.com) As small towns empty out, it gets more difficult to maintain services. wsj.com) In praise of the public pool. sherwood.news)

License 289

License Financial Advising Economy Economics 289

The Big Picture

OCTOBER 30, 2024

Meb Faber : When we wrote this book a decade ago, you know, we looked at the historical returns of shareholder yield companies and it turned out that shareholder yield beat any dividend strategy we could come up with. So it, it really captures a number of, of factors and characteristics. I don’t trust the numbers.

Investments 147

Investments Investing Valuation Numbers 147

The Big Picture

FEBRUARY 5, 2025

His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. Today, he’s founder and CIO of Capital Allocators and hosts a podcast by the same name, his book, So You Want to Start a Hedge Fund, Lessons for Managers and Allocators is the seminal work in the space. Why hedge funds?

Taxes 147

Taxes Portfolio Management Investing 147

Abnormal Returns

NOVEMBER 23, 2022

(awealthofcommonsense.com) What falling tax withholding numbers say about the state of the economy. thinkadvisor.com) Books Tyler Cowen's favorite non-fiction books of 2022 including "Of Boys and Men" by Richard R. ft.com) The best books of 2022 including "Trust" by Hernan Diaz.

Financial Advising 245

Financial Advising Advertising Economy Economics 245

Abnormal Returns

JULY 13, 2023

Books An excerpt from “Random Acts of Medicine: The Hidden Forces That Sway Doctors, Impact Patients, and Shape Our Health” by Anupam B. modernfarmer.com) A number of sovereign nations have claims on Colorado River water. variety.com) How TikTok and Instagram are changing how books are marketed. Jena and Christopher Worsham.

Medicine 244

Medicine Numbers Marketing Marketing 244

The Big Picture

FEBRUARY 25, 2025

He’s published 21 books. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack. I found the book excellent. Barry Ritholtz : You detail that in the book. Charley Ellis : Thank you, Barry.

Investments 162

Investments Investing Management Engineering 162

The Big Picture

NOVEMBER 4, 2023

He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” ” The book is a hilarious deep dive into the many characters and scammers that have beset crypto. But it’s not clear why these seas exist at all. Asia is much more important to U.S.

Medicine 303

Medicine Startup Engineering Manufacturing 303