The Big Picture

OCTOBER 22, 2022

Her role is to help create multi-asset model portfolios with assets that include Mutual Funds, ETFs, and Alternatives. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

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The Big Picture

DECEMBER 30, 2023

Bringing on mutual fund pioneers Sir John Templeton + John Galbraith led to a critical mass at the firm. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. In those types of markets, it’s hard for an active manager.”

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Tucker Advisors

SEPTEMBER 8, 2021

And as James McWhinney at Investopedia writes, that’s far from a certain outcome: “After the money hits the account, it’s up to the employee to choose how it’s invested—typically from a menu of mutual funds—and the vagaries of the stock market to determine the ultimate outcome. High Profile Use of Annuities Download. Sources: 1.

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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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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. And so there was a lot of need on the active mutual fund friends. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

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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. He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. a year, way over both. Really fascinating guy.

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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

OCTOBER 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

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Hedge Funds Mutual Funds Funds Due Diligence 62

The Motley Fool

FEBRUARY 17, 2024

Best one stood out to me just because it dovetails with that management commentary around expanded performance marketing spend ways to reach more potential customers at attractive prices that this Shoify of Mr. Best video has over 165 million views, help drive a spike in downloads for the shop app. It's simple. Bill Mann: Fool's gold.

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Taxes Resale Mutual Funds Private Equity Firms 130

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 I worked at the third party administrator distribution arm of mutual fund family at Mass Financial. It was back when banks couldn’t offer and distribute mutual funds.

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The Big Picture

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I wish more mutual funds and ETFs showed that data. But Barry Ritholtz: You think Morningstar, you immediately think of the mutual fund star system. Kind of unique.

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The Motley Fool

AUGUST 7, 2024

And I'm thinking like custody mutual funds fixed income products, CDs. And we've built and announced some amazing tools in the past couple of quarters, including option simulated returns which gives people a pretty advanced analytic tool that they previously were downloading other products and paying subscription fees to get.

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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 Motley Fool

SEPTEMBER 14, 2023

Just find it online, download it and ask your financial advisor to sign that. Robert Brokamp: In the book you provide some excellent model portfolio, some very detailed lists of mutual funds, index funds, ETFs. What do you recommend that people do? William Bernstein: Exactly.

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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

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? What percentage of the assets are in ETFs relative to mutual funds?

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The Motley Fool

APRIL 25, 2024

If you need a copy of the release and financial schedules, or the supplemental deck, they can be downloaded at investor.spglobal.com. This was driven by higher ETF and mutual fund AUM benefiting from both market appreciation and net inflows. Revenue associated with asset-linked fees was up an impressive 16% in the first quarter.

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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.

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The Motley Fool

FEBRUARY 8, 2024

If you need a copy of the release and financial schedules or the supplemental deck, they can be downloaded at investor.spglobal.com. There is mutual funds. A PDF version of the presenters' slides is available for downloading from investor.spglobal.com. Why is it flat where markets are up so much? There's OTCs and others.

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Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Taxes 100

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. There is that same payment for distribution service, the mutual funds. So we’re really a mutual-mutual fund company. That’s right, Barry.

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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. . The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. RITHOLTZ: Right.

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Sara Grillo

APRIL 11, 2022

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. I was managing their money in. SARA GRILLO, CFA: The attire you hybrid or A and M.

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The Big Picture

FEBRUARY 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. What’s a way that you could disrupt the ETF or the mutual fund? Does that fit into the sphere of digital, or how does that work within Vanguard? We started thinking about it.

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Funds Assets Returns Mutual Funds 109

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.   The transcript from this week’s, MiB: Greg Davis, CIO Vanguard , is below. It kind of made me think of a question.

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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. Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund. The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below.

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Mergers and Acquisitions Consultants Taxes Consulting 62

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

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.

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The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. 00:05:32 [Speaker Changed] Another very substantial custodian.

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Taxes Mutual Funds Portfolios Financing 57

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

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 Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? Was Warren Buffett right?

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The Big Picture

JULY 18, 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: Tom Wagner, Knighthead Capital Management , is below. And sure enough, it was. We had a lot of late nights. And so I spent a lot of time going out.

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Capital Hedge Funds Funds Assets 52

The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I had some familiarity, but in advance of the interview, I also did more research on Marty on his side of the organization, which was the mutual fund, hedge fund investment newsletter side.

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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. 00:53:52 [Speaker Changed] It’s now 50 50, 50% active, 50% passive 00:53:57 [Speaker Changed] In ETFs and mutual funds, but not overall in the total equity markets.

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Banks Companies Mutual Funds Stakes 57

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 problem is it you have to define what Bitcoin is, because there’s certain things you can put into a mutual fund or ETF wrapper and certain things you can’t, right?

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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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Financing Finance Banks Assets 57

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.   The transcript from this week’s, MiB: Brian Hamburger, MarketCounsel , is below. I worked my way through high school and college on the phones, but was uninspired by that work.

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