This week, we speak with Ashish Shah, Chief Investment Officer, Public Investing, Goldman Sachs Asset Management. Previously, he was co-head of Goldman Sachs Asset Management LP’s ...
At The Money: Andrew Slimmon on Closet Indexing (April 17, 2024) Are your expensive active mutual funds and ETFs actually active? Or, as is too often the case, are they only pretendi...
The transcript from this week’s, MiB: Samara Cohen, CIO, Blackrock ETF & Index Investments, is below. You can stream and download our full conversation, including any podcast extras, ...
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Rise Of The Bee Bandits: Where once there was cattle and horse rustling, the American West is now...
I wanted to share a few thoughts about the new podcast we formally launched in December of last year, At the Money. The idea behind the show: Short, focused conversations with experts about...
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • This is the most consequential technology in America: (Spoiler aler...
This week, we speak with Samara Cohen, senior managing director at BlackRock, and chief investment officer of the firm’s ETF & Index Investments, running about $6.6 trillion in client...
Confused about where we are today? A favorite exercise is to go back to first principles to consider how we got to where we are. (That is a favorite way to find fresh insights). On the equi...
At the Money: Staying the Course (April 10, 2024) Markets go up and down as news breaks, companies miss earnings estimates, and economic data disappoints. It’s not too hard to see why sta...
Between book leave and COVID I have been pretty quiet lately. Since it’s been a few months, I thought we could take a quick look at the Federal Reserve Bank of Philadelphia’s State Coi...
https://ritholtz.com/2024/04/what-recession-state-coincident-indicators/