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? That new name of the company became Franklin Templeton.

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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 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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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 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 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. I was a public company, CEO, I enjoyed working with investors.

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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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