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 you’ve seen this dynamic where millennials are increasingly taking participation in financial markets and home ownership. Tell us a little bit about your research.

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Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. stock market. And that led to this distorted perception of the stock markets.

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Brown Advisory

AUGUST 14, 2023

However, we have found some completely differentiated investments and business models within our financials with investment drivers ranging from emerging market credit and insurance penetration to irreplaceable financial market infrastructure. This is nefariously exploited by social media.3

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The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. And I think my employers appreciated it because I wasn’t trying to, you know, be a portfolio manager before my time.

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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.

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The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

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The Big Picture

MAY 21, 2024

You know, unfortunately, sometimes people in media or elsewhere, they talk about catching the bottom and rather than being the bottom tick, you could look at that big sweeping parabola and say, I don’t need to be at the bottom. I don’t read 01:12:06 [Speaker Changed] A lot that has to do with financial markets.

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The Big Picture

NOVEMBER 23, 2024

Wired ) • The exodus from X to Bluesky has happened – the era of mass social media platforms is over : There’s comfort in being surrounded by like-minded people, but challenge is important, and we may have to look for it elsewhere. ( He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets.

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The Better Letter

JANUARY 2, 2025

That’s because, at best , complex systems – from the weather to the markets – allow only for probabilistic forecasts with very significant margins for error and often seemingly outlandish and hugely divergent potential outcomes. Presidential election results before any media outlet could broadcast them.

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