Accessing Losses via Direct Indexing

In 2019, Ritholtz Wealth Management was one of five beta testers of O’Shaughnessy Asset Management new direct indexing software, Canvas. As Chair of RWM’s Investment Committee, I wanted to share my experiences – about direct indexing generally, Canvas specifically, and what future opportunities this form […]

10 Wednesday AM Reads

My mid-week morning train WFH reads: • How People Get Rich Now In 1982 the most common source of wealth was inheritance. Of the 100 richest people, 60 inherited from an ancestor. By 2020 the number of heirs had been cut in half, accounting for […]

Inflation! Clubhouse Discussion

[OC] Prices Change of Selected Items in the U.S. from 1980 from r/dataisbeautiful Looking forward to today’s clubhouse discussion on Inflation! You can join in here January 30, 2011 LI Home Affordability: Bad, and Getting Worse March 5, 2012 Why the Fed Overruled FDIC on […]

160 Years of Risk Management

How do you manage through social and technological disruption over a century and a half? If you are John E. Schlifske, CEO of Northwestern Mutual, you build on your strengths while improving any weaknesses. That is his explanation as to how the 160-year old firm […]

10 Tuesday AM Reads

My Two-for-Tuesday morning train WFH reads: • After Pandemic, Shrinking Need for Office Space Could Crush Landlords Some big employers are giving up square footage as they juggle remote work. That could devastate building owners and cities. (New York Times) but see Why New York […]

Transcript: John Schlifske

The transcript from this week’s MiB with John Schlifske, Northwestern Mutual CEO, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, Bloomberg, and Acast. All of our earlier podcasts on your favorite pod hosts can […]

BBRG: Don’t Fall for the ‘Cash on the Sidelines’ Trope

Don’t Fall for the ‘Cash on the Sidelines’ TropeMoney coursing through the economy can impact markets and investor sentiment for the better, just not in the way many think.Bloomberg, April 12, 2021 The FOMC cut rates to zero, and as Federal Reserve Chair Jay Powell […]

10 Monday AM Reads

My back to work morning train WFH reads: • In 2020, There Was an Epic Collapse of Demand. Now, the Problem Is Supply. Recent setbacks raise doubt about how quickly businesses can respond to customers who seem intent on spending (Upshot) • What happens after […]

John Oliver on The National Debt

The national debt has long been portrayed as a burden we’re placing on future generations. John Oliver discusses how national debt works, why people are so concerned about it, and why it might be more helpful that you think. The National Debt: Last Week Tonight […]

Bartlett on Robert Mundell & Supply-Side Economics

Remembering the Father of Supply-Side EconomicsRobert Mundell’s theories spawned decades of economic debate and still matter to the big ideas of today.Bruce Bartlett, TNR, April 7, 2021 The economist Robert Mundell died on April 4. Although known primarily for his work on international economics—he’s popularly […]