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The Big Picture by Barry Ritholtz

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Title: The Big Picture

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At The Money: What the Best CEOs Do



At The Money: Nitin Nohria on What CEOs Actually Do (October 7, 2026)

Full


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10 Wednesday AM Reads

My mid-week morning reads:

• The Diesel Weapon: Why a rather unglamorous fuel is suddenly at the centre of a transatlantic power struggle, and why this matters for all of us (Material World)

• 250K per year is plenty of income: If ...


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What Is Driving Rates Higher and Bonds Lower?

The biggest question confronting investors today isn’t about AI, market concentration, or technology. Instead, it’s about the bond market.

Like nearly everything in investing, it’s rarely about any one th...


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10 Tuesday AM Reads

My Two-for-Tuesday morning reads:

• The Mighty American Consumer Is Crashing Through Inflation and Driving Growth: Spending is rising because prices are climbing and Americans are buying more stuff, despite long-running frustrations over inflation. (


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Transcript: Omar Aguilar, CEO and CIO of Schwab Asset Management

The transcript from this week’s MiB: Omar Aguilar, CEO and CIO of Schwab Asset Management, is below.

You can stream and download our full conversation, including any podcast extras, on


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