The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. They’ve grown tremendously.

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Sara Grillo

JULY 8, 2022

Others that require a more detailed response will either get forwarded to a teammate (financial planner or portfolio manager) who can research the answer, or scheduled to my calendar later in the day when I can focus on a response or call the client directly. Most emails only require a quick reply, which I’ll take care of right away.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

The Big Picture

FEBRUARY 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m the portfolio manager and I’m actually the only portfolio manager. They were getting flows of retirement money on a continued basis. Why aren’t you?

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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

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The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And at the SAC Capital, it was all about risk management. VASSALOU: Yeah.

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The Big Picture

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. She’s now retired.

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Math Management Insurance Assets 130

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. I maybe had 5000 downloads and that was Jack Bogle, and so now we’re getting 30-35000 downloads a month, and it’s increasing every month, so it just takes time.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. You began as a central bank portfolio manager in Finland. ILMANEN: Yes.

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Investing Investments Valuation Portfolio 130

The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. We partnered with a firm in this space and developed a module to help with health care costs and determining health care costs in retirement. He retired. RITHOLTZ: Yeah.

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The Big Picture

JANUARY 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I realized I had enough to retire if I wanted to. But learning how to spend in retirement. I’ve also, however, you know, thought about, you know, this is my retirement, right?

Investing 147

Investing Investments Management Retirement 147

The Big Picture

DECEMBER 28, 2022

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. The last time we spoke, we really were talking about the retirement crisis, and we spent a little bit of time discussing Vanguard. So let’s have 70 be our retirement age.

Management 189

Management Investing Investments Clients 189

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. And when you saw the US Ag down 13% last year, for folks, again, who are investing for retirement and in their 529 plans, they’re not concerned about it.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. ? ?. Transcript: Marta Norton. NORTON: Yeah. NORTON: Yeah. NORTON: Yeah. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So you retire in 2018. But it was not a liquidity issue. ’08

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Assets Investing Investments Management 285

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m gonna hold it in my portfolio. It goes so far. Thank you for the cash.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: what we’re really talking about is, hey, we have a bunch of people retiring in 10 years and we expect to have to pay out X dollars. SALISBURY: Sure. SALISBURY: Yes.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

JULY 24, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

JULY 18, 2023

 The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They run about $10 billion across all sorts of really fascinating investing lines.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. So she wants her portfolio managed that way. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. RITHOLTZ: Right.

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The Big Picture

DECEMBER 12, 2023

The transcript from this week’s, MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So, so you set to retire as portfolio manager this year, you mentioned your two successors.

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Management Investing Investments Retail 264

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood. But Amazon had a great run, Bezos retires. RITHOLTZ: Right. DAMODARAN: They’ve gotten fired.

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Valuation Education Numbers Government 298

The Big Picture

OCTOBER 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Plus, if your home prices appreciate dramatically, hey that’s great for your retirement. Transcript: The transcript from this week’s, MiB: Kyla Scanlon on Vibecessions & Gen Z , is below.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

APRIL 8, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. I do not believe that.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

JULY 15, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify , YouTube , and Bloomberg. Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. At the time, I ran a Mexican peso denominated portfolio, believe it or not.

Portfolio 147

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The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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.

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Valuation Investing Investments Numbers 173

The Big Picture

JANUARY 14, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. The transcript from this weeks, MiB: Brian Hurst, ClearAlpha , is below.

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Management Investing Investments Assets 147

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

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The Big Picture

APRIL 8, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. Not, not useful.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JULY 22, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. As you know, Mike Lillard, who is my recently retired boss, is like what you were doing at Morgan Stanley is directly applicable to what we’re doing here.

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Portfolio Economy Investing Investments 147

The Better Letter

JANUARY 2, 2025

We can imagine getting to artificial life, downloading and uploading a human mind. William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. Happy Retirement, Paul!

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