Scott Rick: Are You a Tightwad or a Spendthrift?
Our guest on the podcast today is Scott Rick. Scott is an associate professor of marketing at the University of Michigan’s Ross School of Business. He is the author of a new book, Tightwads and Spendt...
18 Juni 202453min
Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility
Our guest on the podcast today is Andrew Blake. Andrew is associate director of wealth management for Cerulli Associates. He is a member of Cerulli’s Wealth Management practice, leading coverage of as...
11 Juni 202449min
Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’
Our guest this week is Keith Lee. Keith has been lead portfolio manager on the Brown Capital Management Small Company Strategy since 1992. He and the Small Company team were named Morningstar’s Fund M...
4 Juni 202450min
Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’
Our guest on the podcast today is Jamila Souffrant. She is the author of a new book called Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness. She is also the ho...
28 Maj 202445min
Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’
This is Dan’s second appearance on The Long View, his first taking place back in May 2019, when Christine Benz and I interviewed him for the podcast. Dan is Pimco’s group chief investment officer, a m...
21 Maj 202439min
Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’
We have two guests this week on The Long View, our colleagues, Damien Conover and Rebecca Springer, who both focus on healthcare investing—Damien on the public equity side and Rebecca focusing on priv...
14 Maj 202451min
Greg McBride: ‘Successful Saving Is All About the Habit’
Our guest on the podcast today is Greg McBride. Greg is chief financial analyst for Bankrate.com, where he has worked for more than 25 years. He received his bachelor’s in finance from the University ...
7 Maj 202448min
Carl Vine: The Japan Earnings Story Has Legs
Our guest this week is Carl Vine. Carl is co-head of Asian Investment for M&G, a UK-based asset manager. Carl joined M&G in 2019 and was appointed to the management team of the Japan and wider Asian e...
30 Apr 202459min
