Outlook for the Financial Sector

Join Moe & Javaid as they analyze the markets going into a heavy earnings week. What should investors watch as companies report earnings this week? Historically, January is a barometer for market perfomrance for the rest of the year, what is it trying to tell investors? Is there ... Show More

Join Moe & Javaid as they analyze the markets after a long holiday weekend. Will the geopolitical situation with Greenland hurt the markets? Is inflation finally abating or is it still strong? What about affordability, what are some of the price changes since the year 2000? Liste ... Show More

Join Moe & Javaid as they analyze the market's reaction to the investigation into the Fed. Will this or other geopolitical crises effect the market? After making new highs this year, will the same sectors perform well, or is there a rotation into other areas of the market? What a ... Show More

<p>Founded in 1801, LSEG has been at the forefront of financial markets for centuries, surviving world wars. Now it’s a global financial powerhouse. David Schwimmer, their CEO, is a New Yorker with a rich academic background from Yale, Harvard, and a 20-year tenure at Goldman Sac ... Show More

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by h ... Show More

Bloomberg Opinion columnist Barry Ritholtz speaks with Mike Swell, co-head of global fixed income portfolio management at Goldman Sachs Asset Management (GSAM), where he is responsible for co-leading the global team of portfolio managers that oversee multi-sector portfolios. He j ... Show More

Bloomberg Opinion columnist Barry Ritholtz speaks with Andrew Beer, who serves as the managing member at Dynamic Beta investments LLC (formerly branded Beachhead Capital Management) and is co-portfolio manager of the firm's investment strategies. Beer has more than 25 years of ex ... Show More

<p class="mb-2 last:mb-0">Join host Sean Mooney and Brian Bank, a seasoned strategy and client relations executive from Kirkland & Ellis, for an enlightening discussion on the private equity landscape. With over 25 years of experience as both an institutional limited partner and ... Show More

<p>This is Dan’s second appearance on <i>The Long View</i>, 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 managing director, and a member of the firm’s executive committee and i ... Show More

Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique ... Show More

Richard Ramsden, business unit leader of the Financials Group for Goldman Sachs Research, provides an update on the financial services industry and the market backdrop going into 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices 

<p>On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 billion hedge fund of funds whose CEO and CIO, Adam Blitz, was a past guest on the show. She's spent the last eighteen years at Ev ... Show More

Ashley Micciche is the CEO of True North Retirement Advisors, an independent financial advisory firm managing $230 million in client assets. Ashley specializes in helping small business owners exit their business & retire with financial well being