This week, we speak with Natalie Wolfsen, chief executive officer of Orion, which provides technology and asset-management services to wealth-management firms, independent financial advisers, and the enterprises that serve them. Previously, she served as CEO of AssetMark. This year, Barron’s named Wolfsen to its 100 Most Influential Women...

    At The Money: Behavior Beats Intelligence  (July 24, 2024) We focus most of our investing efforts on information and knowledge. But is that where we generate the highest ROI? As it turns out, managing your behavior has a much greater impact on your returns than does any single data point. Full transcript below: ~~~ About this week’s...

    The transcript from this week’s, MiB: Gregory Peters, Co-CIO of PGIM Fixed Income, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.   ~~~   00:00:02 [Speaker Changed]...

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Escape From the Box: New technology and old tactics have made buying a car a death march of deception. Jase Patrick, who spent 15 years in the business, reveals the dealer secrets. The result is an experience that most people view as a grinding, tortuous journey,...

The weekend is here! Pour yourself a mug of  coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Life Cycle of Market Champions. Throughout history, certain companies have dominated the equity market, but the process of creative destruction makes staying on top for long periods of time very difficult. (Bridgewater) •...

     This week, we speak with Gregory Peters, co-chief investment officer of PGIM Fixed Income and a co-head of the firm’s multisector team. The firm has $1.34 trillion in total assets under management, managing over $750 billion in fixed-income assets. Prior to joining PGIM in 2014, Peters was Morgan Stanley’s global director of fixed income...