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MiB: Aswath Damodaran: Valuations, Narratives & Academia

The Big Picture

A nine-time “Professor of the Year” winner at NYU, Damodaran teaches classes in corporate finance and valuation to MBA students. He has also written several books on corporate finance and equity valuation and has published widely in journals. Damdoran loves “untangling the puzzles of corporate finance and valuation.”

Valuation 306
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MiB: Cathy Marcus, Co-CEO, Global COO of PGIM Real Estate

The Big Picture

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally.

Startup 298
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Talk Your Book: International Growth Investing

A Wealth of Common Sense

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investing 110
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At the Money: Benefits of Quantitative Investing

The Big Picture

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

Investing 162
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MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America

The Big Picture

Prior to joining the firm in 2001, Subramanian was an analyst at Scudder Kemper Investments in New York and San Francisco. Be sure to check out our Masters in Business this week with Jeffrey Sherman, Deputy CIO at DoubleLine Capital , which manages over $100 billion in mostly fixed-income assets. His podcast is “ The Sherman Show.”

Banking 173
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Talk Your Book: Large Cap Alpha

A Wealth of Common Sense

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye. In addition, the investment in the U.S.