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Merrill Lynch

37 Podcast Episodes

Latest 16 Oct 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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Dr. Lisa 🌹interview Business Giant 🌹Pamela Beth Goodman 🌹 Senior VP of Merrill Lynch Wealth Mangm

The Mona Lisa Of Gospel Music And Host Of Family Hope Ministry Dr Lisa Of New Gospel Radio Program

🌹Overseer 🌹Arnold Lester ☕ of ❤sends 🌹greetings 🌹congratulations to🌹 Pam Beth Goodman🌹making top 📰news 🌹top wealth advisor in Shook Researchers 🌹advisor moms 2021. We salute 🌹you🌹--- Send in a voice message: https://anchor.fm/lisa-capers/message

33mins

14 Oct 2021

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Reigniting You® With Lisa Downs 08 - 18 - 21 Theresa Trinidad, A Financial Advisor For Merrill Lynch

Alternative Talk- 1150AM KKNW

A conversation with financial advisor Theresa Trinidad. We'll talk about retirement financial considerations for solo agers, what the retirement landscape is looking like during the pandemic, and more! #reignitingyou

28mins

18 Aug 2021

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Theresa Trinidad, A Financial Advisor For Merrill Lynch

Reigniting You®

A conversation with financial advisor Theresa Trinidad. We'll talk about retirement financial considerations for solo agers, what the retirement landscape is looking like during the pandemic, and more! #reignitingyou

28mins

18 Aug 2021

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Email Fwd: Money Stuff: Merrill Lynch Puts Down the Phone

Josh on Narro

Cold callingI don't know a lot about how the private wealth management business worked in the 1800s but let's imagine, shall we?[1] I assume that the ... here we arejust an outdated technologyspending a lot of time on LinkedIn right now that’s fine too an enormous free-money boomThis is smart Bill Gurley will complainsensible and correct things about marginal pricesNope equity total return swaps fears of a regulatory clampdown bitcoin ETFs still tweeting stuff Its bondholders aren’t soldLong Island Iced Tea Corp. Here’s one from yesterdaySarah Meyohasprofiled in the Wall Street Journal first wrote about Meyohasis from WhartonZoe Piel you may rememberUnlocking Braden’s PotentialThe Marvelous Money Machine sent Dogecoins to an Elon Musk impersonatorCaravaggio or somethingthis eventdid this last month too I have called I get it wrote the other day Unisocks with the socks Bad Bank Lavish LifestyleFaulty Theranos Tests Speculators and Hoarderselite business school Cabot, Cimarex Debt TalksAsian Americans on Wall StreetWoke capitalistsRemote Workers Dogs to Live LongerCicada SexCannibal Mice Plaguesubscribe at this linkhereinvented in 1873 wrote a more complicated version of it

23mins

25 May 2021

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Fixed Income, Commodities & Currencies | My Conversation w/ Paul Ciana, CMT Bank of America Merrill Lynch

The Allstarcharts Podcast on Technical Analysis Radio: Current Market Analysis For Traders

JC Parets · Fixed Income, Commodities & Currencies | My Conversation w/ Paul Ciana, CMT Bank of America Merrill This is a fun one. I got to sit down with Paul Ciana to talk about all things Fixed Income, Commodities and Currencies. Paul is now the Chief Global FICC Technical Strategist and Director of Research at Bank of America Merrill Lynch. But in the early days, him and I used to study for our CMTs together back in 2006. What’s nice about this is that in his current position, and for 10 years at Bloomberg prior to his 5 years at BofA, he’s had the opportunity to speak to many of the largest portfolio managers in the world. I want to know what he’s learned from all those conversations! Paul always gives great perspective and as you know, the macro view carries a big weighting throughout our process. So this episode really hit home. I took advantage and just hit him with all my favorite questions and topics in the FICC world. And he just chuckled and happily answered most of them. This was great! I hope you enjoy this as much as I did! Click here return to the episode page

1hr 2mins

11 May 2021

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Robert Wigley – Author, former-CEO of Merrill Lynch, and Chairman of UK Finance

The Tech Leaders Podcast

80% of under 8s have their own tablets – there’s no doubt that the impact of technology on the next generation will be huge. The Chairman of UK Finance and author of ‘Born Digital’ joins the show to distil his research on why we need to alter our relationship with technology.Robert Wigley backs young entrepreneurs in cutting edge technology businesses and Chairs UK Finance. He spent 25 years as a banker, rising to be EMEA Chairman of Merrill Lynch and a member of the board of the Bank of England during the 2008 financial crisis. Tune in as we discuss the impact of technology on empathy, Generation Z’s values, UK vs UK banking cultures, concorde flights – and Margaret Thatcher’s attention span.Talking PointsMeeting Margaret Thatcher when as a teenager (5:44)Lessons learnt from working at Merrill Lynch (8:22)Cultural differences between Wall Street and the City of London (10:43)Navigating through the 2007 - 2008 financial crisis (12:40)The stages of a digital detox (14:16)Research findings from his book (16:40)The rise of the ‘nones’ (21:22)What parents can do about digital overload with their children (27:19)What we can learn from Gen Z (33:04)The post-covid economy (37:58)The development of central bank digital currencies (39:59)Links‘Born Digital’ by Robert Wigley‘Deep Work’ by Cal Newport‘The Madness of Crowds’ by Douglas MurrayMaPSElon Musk: why we are cyborgsThe Good Childhood ReportBlockchain.com‘Birdsong’ by Sebastian FaulksRobertWigley.uk

51mins

27 Apr 2021

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Aubrey W. Lee, Jr. from Merrill Lynch Wealth Management

Personal Finance with Professor X

Join us for another exciting interview with Matthew X. Roling (Professor X)! Matt interviews his good friend Aubrey W. Lee, Jr.  First Vice President, Merrill Lynch Wealth Management.

37mins

2 Apr 2021

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SharkPod #62 "Million Dollar Irishman" With Chris McGale - Former - Managing Director Merrill Lynch

SharkPod Podcast

What is Up SharkNation! Today Luke and Mark sit down with Chris McGale, Author of "Million Dollar Irishman", to chat about his amazing life story, from orphan and boxing champion to star financial player in Merrill Lynch.  Biggest takeaways from this episode: 1. It doesn't matter where you start in life or the hand you are dealt, a mixture of determination and luck will often determine where you end up. 2. Work in an industry that has tremendous upside. Chris says financial services is still a great industry to earn big money. 3. Gamble if you have an information edge, if you know more about horses than anyone else but if you don't back yourself, the knowledge is useless.  4. Take action, don't just read about a subject. Chris got his first job in investment banking because he was trading shares before it was poplar, the bosses in UIB were surprised Chris had real experience before he even started. 5. Look for an "angle". Chris built his book of clients in London from Ireland, and this proved to be a real advantage. 6. Aim for big wins, "I wouldn't pick up the phone for less than $1,000,000" was something Chris talks about in his book. Don't waste your time chasing small outcomes. Every day counts. Chris' book is out now, here is a link to the audio version: https://www.audible.co.uk/pd/The-Million-Dollar-Irishman-Audiobook/B08YFGVNJG?qid=1615797062&sr=1-1&ref=a_search_c3_lProduct_1_1&pf_rd_p=c6e316b8-14da-418d-8f91-b3cad83c5183&pf_rd_r=TST421SX23K5HSV2SKKF If you would like to learn more about Chris you can read more about him here:https://www.milliondollaririshman.com/ For feedback:Luke@shark.ie

55mins

17 Mar 2021

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Leaving Merrill Lynch To Run The Family Business

Anomaly Talk

Behind the scenes of the food business with George Noury from Nouri Cafe. George tells his story on how he left Merrill Lynch to kickstart the cafe and what it's like being in the family business. Check us out on Youtube for the video form!

1hr 1min

9 Mar 2021

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1589 FBF: Crash of the Titans: Greed, Hubris and The Fall of Merrill Lynch and the Near Collapse of Bank of America with Author Greg Farrell

Creating Wealth Real Estate Investing with Jason Hartman

This episode of Flashback Friday was originally published on: May 1, 2012  Jason Hartman is joined on this episode by Greg Farrell, author of Crash of the Titans: Greed, Hubris, The Fall of Merrill Lynch, and the Near Collapse of Bank of America, for a discussion of the economic crash and the resulting bailouts, as well as some of the inside dealings with some of the major banks, such as the buyouts by Bank of America. Greg explains how these banks that participated in the buyouts grossly underestimated the depth of problems in their own banks and in those they acquired. Greg relates his research on Merrill Lynch’s attempt in the 1980s to become more like Goldman Sachs and other Wall Street banks, which was to their detriment because they lacked the expertise for such business practices, and became involved in and in the middle of many of the scandals of the late ‘80s and early ‘90s. Like CitiGroup, they were in over their head. Jason and Greg discuss Wall Street in general and then specific financial groups regarding the recklessness and risky businesses, funds, etc, that they entertained to give the impression of higher rates of returns. As the plot unfolded, large bonuses to CEOs and high-producing brokers came into play, which encouraged an all or nothing attitude toward the company and fostered a “me” attitude versus long-term stability of the company. Greg also talks about what he calls the “Charlotte Mafia,” the clash of company cultures. Greg Farrell is a correspondent for the Financial Times. In January 2009, he broke the news that Merrill Lynch had paid out its 2008 bonuses a month ahead of schedule, in December, even though Merrill was in the process of losing $28 billion for the year, and Bank of America needed an extra $20 billion in taxpayer funds to complete its acquisition of the firm. That story sparked an investigation by New York attorney general Andrew Cuomo. Greg is a past winner of the American Business Press’s Jesse Neal Award for investigative reporting and a recipient of the Knight-Bagehot Fellowship for business journalism. He earned a BA from Harvard University and an MBA from the Graduate School of Business at Columbia University.

56mins

6 Nov 2020

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