Transcript: Lori Heinel, Global Chief Investment Officer at...
The transcript from this week’s, MiB:Lori Heinel, Global Chief Investment Officer at State Street...
10 Monday AM Reads
My back-to-work morning reads: • What Is Generation Jones And Why It’s Reshaping Succession Planning. Born between 1954 and 1964,...
Lefsetz on Costco
I’m categorically against self-checkout. I mean I’m already doing all the work. But it’s even worse, the machines are...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Trump and prediction markets are building a...
MiB: Lori Heinel, Global Chief Investment Officer at State...
This week, I speak with Lori Heinel, Global Chief Investment Officer at State Street Investment Management. We discuss her...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads:...
Tariffs, Yet Again
Overnight, the Trump Administration announced a new, massive set of tariffs, claiming authorization by Section 301 of the...
10 Friday AM Reads
My end-of-week morning reads: • The Credit Market Lens: Rich Spreads, Cheap Treasuries, and an Incomplete Explanation: The evolution...
Vanguard: The Costliest Mistakes Even Experienced Investors Make
I have been fortunate to get to know Joe Davis, chief economist at investing giant Vanguard, over the years. He has been on...
10 Thursday AM Reads
My morning reads: • Tesla’s Cratering Cybertruck Sales Evoke Ford Edsel Comparisons: Both automakers expected consumers to buy...