The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. But the career paths from there were either kind of the PhD route, or the legal routes. And so there was a lot of need on the active mutual fund friends. NORTON: They can be.

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The Big Picture

AUGUST 29, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. But I covered derivatives at first, and then I cover mutual funds. They’d be the biggest active mutual fund to shop times over. RITHOLTZ: It’s …. He was the P.R.

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The Big Picture

NOVEMBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And the legal claim is the fact that you’ve got it and I don’t. It’s like the mutual fund business back in the 80s. I got to ask you the mutual fund question.

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The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And so, as advisors look to leave these big enterprises and go independent, one of the biggest things we need to train them on is the distinction between compliance, legal, and risk.

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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 mutual fund business is all about sales and investing. That’s legally. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

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The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so I’m gonna own this in a 401k, it’ll be a mutual funds in a taxable account. But the non funds, the direct ownership is primarily active. Now it’s over 50%.

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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. RITHOLTZ: It’s mutual funds. It’s hedge funds. I don’t have a genius idea to say, you know, those endowments should invest with mutual funds at 5 bps a fee.

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The Motley Fool

JANUARY 22, 2025

There's another called the detailed calculator that you actually have to download to your computer. The company agreed, and the three of us formed a committee along with several other fools, including some HR and legal fools. There are two in particular. One is the online calculator. I'm not as familiar with that one.

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Bidding Taxes Mergers and Acquisitions Education 130

The Big Picture

JUNE 11, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I would do legal work for their clients, or give tax advice or do planning or investments. Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund.

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Mergers and Acquisitions Consultants Consulting Taxes 64

The Motley Fool

JUNE 10, 2024

Andy Cross: David, ETFs, mutual funds, they operate by very strict rules on how they allocate their capital. In this case, for actively managed funds that are rebalancing every quarter, which as you mentioned, at the end of the quarter, beginning next quarter, they do selling and buying to match up the stocks and the positions.

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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.  The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. Capital rules were changing. Risk appetite was changing.

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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. RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? RITHOLTZ: You’re going to be passing that. JOHNSON: For sure.

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Mutual Funds Mergers and Acquisitions Asset Management Finance 88

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. The s and p 500 has underperformed his fund by 3.7% a year since 1989.

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The Big Picture

OCTOBER 15, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. And really technology and AI can’t solve that.

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The Big Picture

OCTOBER 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. The transcript from this week’s, Transcript: Brian Higgins, King Street , is below.

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The Big Picture

FEBRUARY 25, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It really just comes from an odd legal usage. The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. A slow wide river of flow over time. 00:29:40 So you leave it alone.

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The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Like they were outflows throughout 23 from mutual funds. The transcript from this week’s, MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America , is below.

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The Motley Fool

JANUARY 22, 2025

Once this ban goes into effect, TikTok is going to be unavailable to be downloaded or updated on any US devices. The way that the law is structured, anybody enabling downloads, providing distribution to the app, etc, will be in violation of this law. Dylan Lewis: Bill, what legally non binding radar stock do you have this week?

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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. But you run 10 different mutual funds and 10 institutional strategies. The transcript from this week’s, MiB: Matt Eagan, Loomis Sayles Fixed Income , is below. It’s costing them more.

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The Big Picture

DECEMBER 17, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. In addition to being a portfolio manager and running a number of mutual funds and ETFs, he is just a world-class technology investor who understands the sector like few other people do.

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The Big Picture

FEBRUARY 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We’ve reduced legal immigration for, for jobs dramatically. I mean, so essentially we didn’t have much legal immigration at all during the covid period, right?

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