Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

PYMNTS

SEPTEMBER 25, 2017

The new version of the App Store was crafted to drive more app discovery and downloads through the separation of apps and games, increased investment in editorial content and features like “App of the Day,” which gives exposure to different developers daily. More than half of U.S. Google Play Malware Defense. Third Party.

Concentration 67

Concentration Benchmarking Securities Currencies 67

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Author: Adam Van Deusen.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. and inflation levels not seen in several decades.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. I didn’t know a whole lot about markets or stocks. So that was my initial foray into the investment business. SEIDES: That was my true investment MBA. He said, “You’re not going to learn anything about investing.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JUNE 7, 2023

Weinstein, Woodline Partners Co-Chief Investment Officer Mike Rockefeller, Fernbridge Capita Management Founder Brennan Diaz and Knighthead Capital Management Co-Founder Thomas Wagner. Taking a hedge fund approach to long-only investing. He is now providing strategic investments to multi manager funds. Good, good timing.

Investments 107

Investments Concentration Profit and Loss Economics 107

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. But it would be over the next four years that eBay would find itself increasingly pulled into a riptide of changing market dynamics. A partnership with Facebook could change that equation, reducing some of its marketing and product investments to bolster its margins.

Advertising 51

Advertising Retail Startups eCommerce 51

VCFO

MARCH 30, 2023

A good place to start is benchmarking yourself against your competition. If that assessment of the customer portfolio shows that the base is too heavily weighted, one step would be to examine sales strategy and whether broadening the customer base across new markets or industries or via new offerings is a viable play.

Valuation 89

Valuation SAP Concentration Benchmarking 89

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. RITHOLTZ: Right.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

MARCH 7, 2023

She wants to know exactly when this, that and the other thing happens, what does it mean for this segment of the market? So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. The market microstructure has changed. When do you own growth? When do you own equity?

Investments 64

Investments Marketing Economics Risk Management 64

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You fell in love with investing as an 8-year-old. So again, so it came back out to the market and it held on to all the pieces except Danaher. a year since 1989. Tell us about that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. TROPIN: So it was very fertile to do what we do because markets moved a lot.

Profit and Loss 117

Profit and Loss Foreign Exchange Valuation Investments 117

Barry Ritholtz

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Treasury 56

Treasury Marketing Economics Banking 56

Barry Ritholtz

DECEMBER 26, 2023

You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? You go on the road, you see offices, they ask you questions about markets, stocks, things like that. That’s right.

Marketing 60

Marketing Leadership Finance Investments 60

Barry Ritholtz

OCTOBER 13, 2023

My Paraskevidekatriaphobia morning train WFH reads: • The Excitement, Danger, and Unknown of Small-Cap Investing’s Comeback : SouthernSun Asset Management has waited years for a market as promising as this one for its little-known stocks.( Recall J.P. Sapient Capital ) • Taylor Swift Re-Recorded Albums Into Hits. Can It Be Done Again?

Benchmarking 52

Benchmarking Concentration Advertising Investments 52