Wealth Management and the 'Great Normalization' with Lisa Shalett

Wealth Management and the 'Great Normalization' with Lisa Shalett

Barry speaks with Lisa Shalett, Chief Investment Officer at Morgan Stanley. Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. On this episode, Barry and Lisa discuss the philosophy of managing billions of dollars in assets and wealth management today.

See omnystudio.com/listener for privacy information.

Episoder(739)

Targeting IgA Nephropathy (Sponsored Content)

Targeting IgA Nephropathy (Sponsored Content)

Rachel Benton is a loving mother to an adorable 2-year-old boy named Stetson. Stetson doesn’t know it, but he may have already saved his mom’s life. A routine medical checkup, that Rachel only had bec...

9 Nov 202518min

Ceres Partners CIO Brandon Zick on How Private Equity Invests in Farmland

Ceres Partners CIO Brandon Zick on How Private Equity Invests in Farmland

Barry speaks with Brandon Zick, Chief Investment Officer at Ceres Partners. They discuss how his private equity company invests in farmland, and food, agriculture and water. They also discussed his p...

7 Nov 20251h 9min

At The Money: Automate Your Investing

At The Money: Automate Your Investing

Have you taken full advantage of automating your investments? You can improve your returns, reduce emotional decision-making, and generally end up with better results simply by putting your investing ...

6 Nov 202513min

What Went Wrong in Great Financial Crisis Stimulus with Reporter Jon Hilsenrath

What Went Wrong in Great Financial Crisis Stimulus with Reporter Jon Hilsenrath

Barry speaks with Jon Hilsenrath, founder of Serpa Pinto Advisory. They discuss Jon's career at the Wall Street Journal as a reporter, earning him the title of "Fed Whisperer," and the response to the...

31 Okt 20251h 32min

At The Money: Monetizing Dirt

At The Money: Monetizing Dirt

Land is more than just a place to build a house, commercial building or farm. Real assets can be monetized through Mineral and gas rights, solar and wind, recreation, even AI. Brandon Zick is Chief I...

29 Okt 202516min

Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders

Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders

Barry speaks with Liz Ann Sonders, chief investment strategist at Charles Schwab. Liz Ann focuses on the entire economy. She’s also the cohost of the On Investing podcast and a keynote speaker at nume...

24 Okt 20251h 10min

At The Money: How Big Can Active ETFS Get?

At The Money: How Big Can Active ETFS Get?

ETFs gained a reputation for providing investors with low-cost index exposure, but many of the newest funds are actively managed. Some are costly and speculative. What is an ETF investor to do? Dave N...

22 Okt 202518min

Introducing: The Mishal Husain Show

Introducing: The Mishal Husain Show

Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations wit...

19 Okt 20252min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
finansredaksjonen
utbytte
pengesnakk
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
lydartikler-fra-aftenposten
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-investering-gjort-enkelt
flypodden
shifter
rss-fa-makro