MiB: Karin Risi, Vanguard’s Chief of Strategy & Product
This week, I speak with Karin Risi, who spent 27 years at Vanguard, the world’s 2nd largest asset manager. She has...
Be Like You
First, the data (via Bloomberg): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964...
Leading Indicator: Avoiding Mistakes that Destroy Wealth
Leading Indicator: In this episode, Barry Ritholtz, Founder of Ritholtz Wealth Management and author of How...
A Spectacularly Underappreciated 15 Years
We have no idea how good we had it. Let’s consider the returns data from the period post-Great Financial Crisis (GFC),...
What Are the Best & Worst-Case Tariff Scenarios?
I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. I am sharing this now because so many questions have...
Transcript: Lisa Shalett, CIO Morgan Stanley
The transcript from this week’s, MiB: Lisa Shalett, CIO Morgan Stanley, is below. You can stream and download our full...
MiB: Lisa Shalett, CIO Morgan Stanley
This week, I speak with with Lisa Shalett, Chief Investment Officer and head of Global Investment Office for Morgan...
Transcript: Jim O’Shaughnessy on Infinite Wisdom
The transcript from this week’s, MiB: Jim O’Shaughnessy on Infinite Wisdom, is below. You can stream and download...
MiB: Jim O’Shaughnessy on Infinite Wisdom
This week, I speak with Jim O’Shaughnessy, Founder and CEO of O’Shaughnessy Ventures. Prior to founding...
Transcript: Charley Ellis on Rethinking Investing
The transcript from this week’s, MiB: Charley Ellis on Rethinking Investing, is below. You can stream and download our...